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UnitedHealth

3,395 hedge funds and large institutions have $412B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,514 increasing their positions, 1,330 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,514 | Existing positions reduced: 1,330

13% more funds holding in top 10

Funds holding in top 10: 240270 (+30)

4% more capital invested

Capital invested by funds: $398B → $412B (+$14.1B)

3% more call options, than puts

Call options by funds: $3.96B | Put options by funds: $3.85B

0.65% more ownership

Funds ownership: 87.24%87.89% (+0.65%)

1% more funds holding

Funds holding: 3,3753,395 (+20)

Holders
3,395
Holders Change
+20
Holders Change %
+0.59%
% of All Funds
49.03%
Holding in Top 10
270
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.5%
% of All Funds
3.9%
New
220
Increased
1,514
Reduced
1,330
Closed
152
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
2051
One Wealth Management Investment & Advisory Services
Florida
$1.18M -$81.4K -166 -7%
IIA
2052
ICW Investment Advisors
Arizona
$1.18M +$19.1K +39 +2%
DCM
2053
DGS Capital Management
New Jersey
$1.18M -$153K -312 -12%
UCI
2054
Uncommon Cents Investing
Wisconsin
$1.18M
CPWA
2055
Cerro Pacific Wealth Advisors
California
$1.17M +$1.13M +2,306 New
BOPW
2056
Brandywine Oak Private Wealth
Pennsylvania
$1.17M -$112K -228 -9%
PMA
2057
Prudent Man Advisors
Illinois
$1.17M +$43.1K +88 +4%
PIP
2058
Peachtree Investment Partners
Florida
$1.17M -$3.92K -8 -0.3%
CG
2059
Cynosure Group
Utah
$1.17M +$124K +253 +12%
TPWA
2060
TRUE Private Wealth Advisors
Oregon
$1.17M +$36.8K +75 +3%
PNC
2061
Park National Corp
Ohio
$1.17M +$6.37K +13 +0.6%
HWMO
2062
Heritage Wealth Management (Ohio)
Ohio
$1.17M +$1.17M +2,388 New
VCM
2063
Vivaldi Capital Management
Illinois
$1.16M -$12.7K -26 -1%
SAM
2064
Sompo Asset Management
Japan
$1.16M +$9.8K +20 +0.9%
LC
2065
Lavaca Capital
Texas
$1.15M -$489K -997 -31%
KFGK
2066
Keystone Financial Group (Kentucky)
Kentucky
$1.15M -$54.9K -112 -5%
SW
2067
SMART Wealth
Nebraska
$1.14M +$48.5K +99 +5%
CIAS
2068
CFS Investment Advisory Services
New Jersey
$1.14M -$14.2K -29 -1%
USWIA
2069
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.14M +$2.45K +5 +0.2%
SMC
2070
Smith, Moore & Co
Missouri
$1.14M +$31.9K +65 +3%
RCA
2071
Resonant Capital Advisors
Wisconsin
$1.13M +$88.7K +181 +9%
CFO
2072
CVA Family Office
Colorado
$1.13M -$46.1K -94 -4%
CRI
2073
Colonial River Investments
Virginia
$1.13M -$21.1K -43 -2%
CWC
2074
Carolinas Wealth Consulting
North Carolina
$1.13M -$66.2K -135 -6%
WAM
2075
Weinberger Asset Management
California
$1.13M +$3.43K +7 +0.3%

UNH Hedge Fund Activity: Q2 2024 in Review

3,395 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2024, worth a combined $412B — up 3.5% from $398B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UNH positions and 152 closed out — a net gain of 68 holders — while 1,514 added to existing stakes and 1,330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.16B. The largest seller was Jennison Associates, cutting an estimated $1.7B.

  • 3,395 institutional investors held UnitedHealth (UNH) as of Q2 2024, up from 3,375 in Q1 2024.
  • Funds reported $412B of UnitedHealth stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 220 funds opened new UnitedHealth positions in Q2 2024 and 152 closed out, a net change of +68 holders.
  • The largest UnitedHealth buyer in Q2 2024 was Capital Research Global Investors, an estimated $2.16B added.
  • The largest UnitedHealth seller in Q2 2024 was Jennison Associates, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2024.