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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
CPC
2076
Cookson Peirce & Co
Pennsylvania
$1.13M +$33.3K +68 +3%
ST
2077
Sageworth Trust
Pennsylvania
$1.13M +$1.08M +2,210 New
CAGAS
2078
Capital Advisory Group Advisory Services
Minnesota
$1.12M +$225K +460 +26%
CCA
2079
Catalyst Capital Advisors
New York
$1.12M -$28.4K -58 -3%
HWA
2080
HCR Wealth Advisors
California
$1.12M +$41.2K +84 +4%
SWP
2081
Semus Wealth Partners
Florida
$1.12M +$170K +347 +19%
GWM
2082
Gibbs Wealth Management
Georgia
$1.12M +$368K +750 +52%
JF
2083
JSF Financial
California
$1.12M +$15.2K +31 +1%
CHP
2084
Cable Hill Partners
Oregon
$1.12M +$1.08M +2,199 New
RWPA
2085
Richard W. Paul & Associates
Michigan
$1.12M +$18.6K +38 +2%
NB
2086
Northwest Bancshares
Pennsylvania
$1.12M -$2.94K -6 -0.3%
KWM
2087
Kolinsky Wealth Management
New Jersey
$1.12M -$124K -253 -10%
SFG
2088
Sovereign Financial Group
Connecticut
$1.11M +$28.9K +59 +3%
AT
2089
Arvest Trust
Oklahoma
$1.11M -$58.8K -120 -5%
TCM
2090
Tandem Capital Management
New Jersey
$1.11M -$167K -340 -13%
GWSG
2091
GPS Wealth Strategies Group
Colorado
$1.11M -$45.6K -93 -4%
CP
2092
Covenant Partners
Tennessee
$1.11M
BCP
2093
Berkeley Capital Partners
Georgia
$1.11M +$55.9K +114 +6%
CPC
2094
Consolidated Planning Corp
Georgia
$1.11M +$5.39K +11 +0.5%
VF
2095
Vest Financial
Virginia
$1.11M +$9.31K +19 +0.9%
LAIC
2096
Lederer & Associates Investment Counsel
California
$1.1M -$72.5K -148 -6%
AA
2097
Argent Advisors
Louisiana
$1.1M +$30.9K +63 +3%
ADIM
2098
Alpha DNA Investment Management
Maryland
$1.1M -$824K -1,682 -44%
SI
2099
Saxon Interests
Texas
$1.1M +$30.4K +62 +3%
1WA
2100
180 Wealth Advisors
Washington
$1.09M +$113K +230 +12%

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.