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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
AGWCA
2276
Annis Gardner Whiting Capital Advisors
Florida
$823K +$21.6K +44 +3%
WPC
2277
White Pine Capital
Minnesota
$821K +$11.3K +23 +1%
CSB
2278
City State Bank
Iowa
$817K +$12.3K +25 +2%
FAFN
2279
First Affirmative Financial Network
Colorado
$817K -$52K -106 -6%
FPCP
2280
Fort Point Capital Partners
California
$815K -$3.43K -7 -0.4%
1SB
2281
1ST Source Bank
Indiana
$813K -$41.2K -84 -5%
SPW
2282
Sonoma Private Wealth
California
$813K -$27.4K -56 -3%
PP
2283
PrairieView Partners
Minnesota
$809K +$213K +435 +38%
JWM
2284
Jeppson Wealth Management
California
$809K -$73.5K -150 -9%
SAI
2285
Savvy Advisors Inc
New York
$809K +$328K +669 +73%
BWP
2286
Baldwin Wealth Partners
Massachusetts
$805K -$536K -1,094 -41%
SC
2287
Saturna Capital
Washington
$805K -$343K -699 -31%
NA
2288
Navellier & Associates
Nevada
$804K +$2.94K +6 +0.4%
FTC
2289
Farmers Trust Company
Ohio
$804K -$7.35K -15 -0.9%
FSC
2290
Full Sail Capital
Oklahoma
$800K +$4.9K +10 +0.6%
RFG
2291
RFP Financial Group
Georgia
$798K +$10.3K +21 +1%
GHA
2292
GW Henssler & Associates
Georgia
$797K +$12.7K +26 +2%
SFG
2293
Sather Financial Group
Texas
$796K -$40.7K -83 -5%
JCM
2294
Jacobsen Capital Management
Utah
$795K -$15.7K -32 -2%
AIC
2295
Argus Investors Counsel
New York
$790K -$107K -218 -12%
LA
2296
Latitude Advisors
Florida
$785K +$30.9K +63 +4%
CJ
2297
Caitlin John
Michigan
$784K +$395K +806 +110%
MSS
2298
Mitchell Sinkler & Starr
Pennsylvania
$784K +$128K +261 +23%
PSP
2299
Principal Street Partners
Tennessee
$782K -$16.2K -33 -2%
VP
2300
Verum Partners
North Carolina
$780K -$3.43K -7 -0.5%

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.