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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
BTWM
2126
Baker Tilly Wealth Management
Wisconsin
$1.05M -$1.49M -3,032 -60%
BFS
2127
Bard Financial Services
Connecticut
$1.05M
ZIG
2128
Zuckerman Investment Group
Illinois
$1.05M +$400K +817 +66%
CIP
2129
Convergence Investment Partners
Florida
$1.04M -$24.5K -50 -2%
BOH
2130
Bank of Hawaii
Hawaii
$1.04M -$1.11M -2,268 -53%
WW
2131
Waterfront Wealth
Kansas
$1.04M +$6.37K +13 +0.6%
DWAM
2132
Duncan Williams Asset Management
Tennessee
$1.04M +$89.2K +182 +10%
NRWA
2133
North Ridge Wealth Advisors
Oregon
$1.04M -$61.3K -125 -6%
PB
2134
Pinnacle Bancorp
Nebraska
$1.04M -$5.39K -11 -0.5%
BWP
2135
BSW Wealth Partners
Colorado
$1.04M +$31.9K +65 +3%
APG
2136
Abacus Planning Group
South Carolina
$1.04M +$127K +260 +15%
PAM
2137
Peak Asset Management
Colorado
$1.04M -$26.5K -54 -3%
PFG
2138
Prosperity Financial Group
California
$1.04M +$20.1K +41 +2%
EWM
2139
Evergreen Wealth Management
Michigan
$1.03M
TNBTD
2140
Trustmark National Bank Trust Department
Mississippi
$1.03M -$251K -513 -20%
ISWM
2141
Independent Solutions Wealth Management
New York
$1.03M +$17.2K +35 +2%
AAG
2142
Armstrong Advisory Group
Massachusetts
$1.03M -$180K -368 -15%
MAM
2143
McLean Asset Management
Virginia
$1.03M -$17.6K -36 -2%
ITFISA
2144
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.03M +$77.9K +159 +9%
AWC
2145
Abundance Wealth Counselors
Pennsylvania
$1.02M +$985K +2,010 New
CF
2146
Copperwynd Financial
Arizona
$1.02M +$170K +346 +24%
FPF
2147
First Pacific Financial
Washington
$1.02M +$60.3K +123 +7%
PP
2148
Patron Partners
Texas
$1.02M +$23.5K +48 +2%
VC
2149
Vicus Capital
Pennsylvania
$1.02M +$93.6K +191 +11%
FSA
2150
Franklin Street Advisors
North Carolina
$1.02M -$155K -317 -14%

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.