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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
DDPIC
2151
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M -$135K -275 -12%
EP
2152
EPIQ Partners
Minnesota
$1.02M
MFS
2153
Monetta Financial Services
Illinois
$1.02M
LK
2154
Lumbard & Kellner
New Hampshire
$1.02M +$980K +2,000 New
FFWA
2155
FRG Family Wealth Advisors
Washington
$1.02M
CMS
2156
Capital Market Strategies
Florida
$1.01M -$193K -394 -17%
KA
2157
Kozak & Associates
Colorado
$1.01M -$237K -483 -19%
MCCA
2158
Mill Creek Capital Advisors
Pennsylvania
$1.01M +$163K +332 +20%
PMSA
2159
Patrick M. Sweeney & Associates
Illinois
$1.01M +$45.6K +93 +5%
NRC
2160
New Republic Capital
North Carolina
$1.01M +$132K +270 +16%
PIM
2161
Profit Investment Management
Maryland
$1.01M
FCFC
2162
First Commonwealth Financial Corp
Pennsylvania
$1M +$107K +218 +12%
LWL
2163
Leo Wealth LLC
Texas
$1M +$434K +886 +80%
OC
2164
Opinicus Capital
Florida
$1M -$99.5K -203 -9%
CWM
2165
Cornerstone Wealth Management
Missouri
$1M +$48K +98 +5%
FFC
2166
First Financial Corp
Indiana
$999K -$17.2K -35 -2%
ACP
2167
Aveo Capital Partners
Colorado
$998K -$81.9K -167 -8%
WA
2168
WealthTrust Axiom
Pennsylvania
$998K +$9.8K +20 +1%
IWM
2169
Iams Wealth Management
Nebraska
$997K +$115K +235 +14%
DFA
2170
Davies Financial Advisors
California
$997K -$76K -155 -7%
MSCM
2171
McElhenny Sheffield Capital Management
Texas
$992K -$32.3K -66 -3%
CCM
2172
Chickasaw Capital Management
Tennessee
$992K +$2.45K +5 +0.3%
SFG
2173
Sunburst Financial Group
Alabama
$991K +$51.5K +105 +6%
FCMC
2174
Founders Capital Management (Connecticut)
Connecticut
$988K
UWS
2175
Unique Wealth Strategies
Illinois
$984K

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.