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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
PWP
2101
Private Wealth Partners
California
$1.09M +$579K +1,181 +122%
THWM
2102
Taylor Hoffman Wealth Management
Virginia
$1.09M +$49K +100 +5%
PCM
2103
Pennsylvania Capital Management
Pennsylvania
$1.09M -$4.41K -9 -0.4%
AMM
2104
American Money Management
California
$1.08M +$5.88K +12 +0.6%
PCA
2105
Prosperity Capital Advisors
Ohio
$1.08M -$919K -1,874 -47%
FCM
2106
Fourpath Capital Management
Oklahoma
$1.08M -$124K -253 -11%
DPIM
2107
Duff & Phelps Investment Management
Illinois
$1.08M -$4.19M -8,549 -80%
KA
2108
Kerrisdale Advisers
Florida
$1.08M -$862K -1,758 -45%
AWS
2109
Aspen Wealth Strategies
Colorado
$1.08M -$35.3K -72 -4%
TCOTS
2110
Trust Company of the South
North Carolina
$1.07M
ACGA
2111
Atlanta Consulting Group Advisors
Georgia
$1.07M -$12.7K -26 -1%
SRL
2112
Scientech Research LLC
New Jersey
$1.07M +$1.03M +2,104 New
BMO
2113
Beck Mack & Oliver
New York
$1.07M -$12.3K -25 -1%
6F
2114
626 Financial
Michigan
$1.07M -$17.6K -36 -2%
HSA
2115
Hussman Strategic Advisors
Maryland
$1.07M
WCM
2116
Wallace Capital Management
Texas
$1.07M
CFM
2117
Catalyst Funds Management
Australia
$1.07M +$1.03M +2,100 New
TYCC
2118
Texas Yale Capital Corp
Florida
$1.06M +$23K +47 +2%
CYG
2119
Clean Yield Group
Vermont
$1.06M +$20.6K +42 +2%
CCWM
2120
Correct Capital Wealth Management
Missouri
$1.06M +$172K +350 +20%
DW30
2121
Drucker Wealth 3.0
New Jersey
$1.06M +$1.02M +2,086 New
Parnassus Investments
2122
Parnassus Investments
California
$1.06M +$147K +300 +17%
AAP
2123
Arax Advisory Partners
Colorado
$1.05M +$49.5K +101 +5%
CWM
2124
Castle Wealth Management
Florida
$1.05M +$45.6K +93 +5%
AIIMS
2125
Analyst IMS Investment Management Services
Israel
$1.05M +$460K +938 +83%

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.