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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
VBFP
2201
Valtinson Bruner Financial Planning
Minnesota
$943K -$42.2K -86 -4%
IA
2202
Inspire Advisors
Idaho
$942K -$1.96K -4 -0.2%
KFG
2203
Kingdom Financial Group
Arizona
$941K -$11.8K -24 -1%
TWM
2204
Thrive Wealth Management
Pennsylvania
$940K +$31.9K +65 +4%
AMG
2205
Asset Management Group
Connecticut
$940K +$3.92K +8 +0.4%
VWMG
2206
Virginia Wealth Management Group
Virginia
$935K +$980 +2 +0.1%
MFWP
2207
Mosaic Family Wealth Partners
Missouri
$935K +$10.8K +22 +1%
KJHP
2208
K.J. Harrison & Partners
Ontario, Canada
$932K +$240K +490 +37%
Fuller & Thaler Asset Management
2209
Fuller & Thaler Asset Management
California
$931K
KCM
2210
KRS Capital Management
Michigan
$929K -$335K -683 -27%
WA
2211
Wealthstream Advisors
New York
$928K +$23K +47 +3%
AFT
2212
Alpha Family Trust
California
$927K -$73.5K -150 -8%
CC
2213
Cypress Capital
Tennessee
$926K -$92.1K -188 -9%
CAL
2214
Capital Advisors Ltd
Ohio
$926K +$59.3K +121 +7%
RWS
2215
Resolute Wealth Strategies
Mississippi
$923K +$490 +1 +0.1%
AT
2216
Arlington Trust
Alabama
$922K +$27.9K +57 +3%
A
2217
AlphaQuest
New York
$921K -$120K -244 -12%
FP
2218
Factorial Partners
New York
$917K -$2.06M -4,200 -70%
RFO
2219
RiverGlades Family Offices
Florida
$917K
BMM
2220
Buffington Mohr McNeal
Idaho
$914K +$19.6K +40 +2%
QPW
2221
Quantum Private Wealth
Florida
$913K -$72.5K -148 -8%
SWG
2222
Summit Wealth Group
Vermont
$906K +$5.39K +11 +0.6%
TWA
2223
TCI Wealth Advisors
Arizona
$904K -$23K -47 -3%
EC
2224
EdgeRock Capital
Colorado
$899K +$59.3K +121 +7%
APWA
2225
Atlas Private Wealth Advisors
New Jersey
$895K +$431K +879 +100%

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.