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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
FFG
2251
Fiduciary Financial Group
California
$849K +$758K +1,547 New
PWM
2252
Proathlete Wealth Management
Florida
$848K +$6.86K +14 +0.8%
ACP
2253
Arcus Capital Partners
Georgia
$846K +$141K +288 +21%
TCB
2254
Texas Capital Bancshares
Texas
$845K -$5.39K -11 -0.7%
BC
2255
Bowman & Company
Wisconsin
$841K +$40.7K +83 +5%
AFP
2256
Ausdal Financial Partners
Iowa
$841K -$4.41K -9 -0.5%
MCM
2257
MV Capital Management
Maryland
$840K -$27.9K -57 -3%
LI
2258
LRI Investments
Florida
$839K -$34.8K -71 -4%
DA
2259
Detalus Advisors
Missouri
$838K +$73.5K +150 +10%
AFA
2260
AA Financial Advisors
Ohio
$837K -$227K -464 -22%
WPA
2261
West Paces Advisors
Georgia
$836K -$17.6K -36 -2%
WR
2262
WD Rutherford
Oregon
$833K -$270K -550 -25%
DFG
2263
Delta Financial Group
New Jersey
$832K +$10.3K +21 +1%
SRSA
2264
S.R. Schill & Associates
Washington
$832K +$1.47K +3 +0.2%
G
2265
GenTrust
Florida
$830K +$152K +310 +23%
3IP
2266
3Chopt Investment Partners
Virginia
$830K +$799K +1,630 New
JWWM
2267
Johnson & White Wealth Management
Pennsylvania
$830K +$48K +98 +6%
GTAM
2268
Global Trust Asset Management
Florida
$828K
FNBSF
2269
First National Bank Sioux Falls
South Dakota
$828K
GLLW
2270
Graves Light Lenhart Wealth
Virginia
$827K +$3.92K +8 +0.5%
HBCM
2271
Heron Bay Capital Management
Michigan
$827K -$2.94K -6 -0.4%
IWP
2272
Invenio Wealth Partners
Florida
$826K -$212K -433 -21%
ILI
2273
Invesco LLC (Illinois)
Illinois
$826K +$123K +250 +18%
FH
2274
FWG Holdings
Florida
$824K +$109K +223 +18%
CTC
2275
Corundum Trust Company
South Dakota
$823K +$792K +1,616 New

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.