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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
OPWM
2301
Oxinas Partners Wealth Management
Indiana
$779K
CA
2302
Crewe Advisors
Utah
$779K -$256K -523 -25%
QFA
2303
Quantum Financial Advisors
California
$775K
LL
2304
LWMG LLC
Minnesota
$773K +$5.39K +11 +0.7%
PG
2305
Proffitt & Goodson
Tennessee
$773K -$13.7K -28 -2%
LSIA
2306
LaSalle St. Investment Advisors
Illinois
$771K +$461K +940 +164%
OBWG
2307
Onyx Bridge Wealth Group
New York
$770K -$68.6K -140 -8%
SB
2308
Sunflower Bank
Texas
$769K +$12.7K +26 +2%
JGIA
2309
Jackson Grant Investment Advisers
Connecticut
$766K +$1.96K +4 +0.3%
AWM
2310
AllSquare Wealth Management
New York
$765K
TIA
2311
Tandem Investment Advisors
South Carolina
$764K -$15.2K -31 -2%
HFA
2312
Harbert Fund Advisors
Alabama
$764K -$490K -1,000 -40%
PPW
2313
Parcion Private Wealth
Washington
$764K +$136K +277 +23%
HOWA
2314
Heritage Oak Wealth Advisors
Florida
$763K +$735K +1,499 New
MCM
2315
McKinley Capital Management
Alaska
$762K -$11.1M -22,606 -94%
SCG
2316
Sonata Capital Group
Washington
$762K
PAM
2317
Paradigm Asset Management
New York
$761K -$2.01M -4,100 -73%
YDMI
2318
Y.D. More Investments
Israel
$758K -$374K -764 -34%
CG
2319
Clifford Group
Massachusetts
$754K +$6.86K +14 +1%
SIM
2320
SSI Investment Management
California
$754K
SWA
2321
SFMG Wealth Advisors
Texas
$754K -$44.1K -90 -6%
SWP
2322
Summit Wealth Partners
Florida
$751K -$84.8K -173 -10%
CC
2323
Copperleaf Capital
North Carolina
$751K -$13.2K -27 -2%
LWM
2324
Laidlaw Wealth Management
New York
$751K -$196K -399 -21%
PCM
2325
Pointe Capital Management
Michigan
$750K +$7.84K +16 +1%

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.