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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
RG
2176
Renaissance Group
Kentucky
$982K -$28.4M -57,946 -97%
SIS
2177
Sound Income Strategies
Florida
$973K +$9.8K +20 +1%
1W
2178
1776 Wealth
Georgia
$971K +$19.1K +39 +2%
IWA
2179
IVC Wealth Advisors
Pennsylvania
$970K +$18.1K +37 +2%
SFB
2180
STAR Financial Bank
Indiana
$968K -$135K -275 -13%
AAIM
2181
Asset Advisors Investment Management
Georgia
$968K -$10.8K -22 -1%
DSA
2182
Droms Strauss Advisors
Missouri
$966K -$380K -776 -29%
T
2183
TOBAM
France
$963K -$1.07M -2,185 -54%
DAM
2184
Diamant Asset Management
Connecticut
$963K +$73.5K +150 +9%
FSA
2185
Financial Security Advisor
Virginia
$962K +$8.33K +17 +0.9%
FAT
2186
First American Trust
California
$962K +$117K +239 +14%
PWM
2187
PBMares Wealth Management
Virginia
$961K +$37.7K +77 +4%
MPCL
2188
My Personal CFO LLC
Washington
$958K -$9.31K -19 -1%
TCWA
2189
Turtle Creek Wealth Advisors
Texas
$958K -$3.91M -7,985 -81%
SPL
2190
Smart Portfolios LLC
Washington
$956K +$135K +275 +17%
GCL
2191
Gouws Capital LLC
North Carolina
$955K -$3.25M -6,623 -78%
SOS
2192
Silver Oak Securities
Tennessee
$953K +$54.9K +112 +6%
AA
2193
Altrafin AG
$952K +$17.2K +35 +2%
TCWM
2194
Total Clarity Wealth Management
Illinois
$951K -$177K -361 -16%
CAM
2195
Campion Asset Management
Virginia
$951K
AFG
2196
ABLE Financial Group
Arizona
$951K -$131K -268 -13%
MCM
2197
Monument Capital Management
Virginia
$949K -$119K -243 -12%
KWA
2198
Kellett Wealth Advisors
Ohio
$947K
BFA
2199
Buttonwood Financial Advisors
Maryland
$945K -$136K -277 -13%
APC
2200
Aspire Private Capital
North Carolina
$943K +$18.6K +38 +2%

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.