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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
BC
2226
Broadwater Capital
Massachusetts
$893K
OHWP
2227
Oak Harbor Wealth Partners
North Carolina
$887K +$16.2K +33 +2%
WB
2228
Webster Bank
Connecticut
$883K +$60.8K +124 +8%
SMA
2229
Seven Mile Advisory
New Jersey
$879K +$44.1K +90 +6%
FCA
2230
FLC Capital Advisors
California
$874K
AA
2231
Aire Advisors
California
$872K +$161K +329 +24%
FOA
2232
Five Oceans Advisors
California
$871K -$222K -453 -21%
TWG
2233
The Wealth Group
Minnesota
$870K
SC
2234
Soundwatch Capital
Connecticut
$870K +$838K +1,709 New
BAAM
2235
Baker Avenue Asset Management
California
$869K +$45.1K +92 +6%
CD
2236
Chapin Davis
Maryland
$866K +$22.1K +45 +3%
BCM
2237
BluePath Capital Management
Georgia
$866K +$205K +418 +33%
PCM
2238
Presidio Capital Management
California
$865K -$8.82K -18 -1%
WP
2239
WMS Partners
Maryland
$864K +$128K +261 +18%
TWP
2240
Triad Wealth Partners
Kansas
$863K +$158K +323 +24%
FAG
2241
Fortitude Advisory Group
Washington
$859K +$33.3K +68 +4%
PAG
2242
Paladin Advisory Group
Iowa
$858K
CIA
2243
Cape Investment Advisory
Georgia
$858K +$34.8K +71 +4%
CA
2244
Centerpoint Advisors
Massachusetts
$857K -$40.7K -83 -5%
MCA
2245
Magnolia Capital Advisors
Mississippi
$857K -$759K -1,549 -48%
QT
2246
Quantbot Technologies
New York
$856K -$11.8M -24,113 -93%
TF
2247
Tompkins Financial
New York
$855K
FPWM
2248
FSB Premier Wealth Management
Iowa
$854K +$24K +49 +3%
GAM
2249
Gould Asset Management
California
$852K
FI
2250
Financial Insights
Washington
$850K -$246K -502 -23%

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.