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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
SC
2326
Steph & Co
Wisconsin
$750K -$47.5K -97 -6%
KCM
2327
Kanawha Capital Management
Virginia
$748K +$91.2K +186 +15%
OFG
2328
OmniStar Financial Group
North Carolina
$747K +$14.7K +30 +2%
I
2329
INVST
Indiana
$747K +$124K +252 +20%
GL
2330
Gerber LLC
Ohio
$745K
BWM
2331
Baron Wealth Management
Michigan
$742K -$16.7K -34 -2%
MAM
2332
Marotta Asset Management
Virginia
$741K +$18.1K +37 +3%
CA
2333
Claris Advisors
Missouri
$740K +$10.3K +21 +1%
GPI
2334
General Partner Inc
Pennsylvania
$736K +$2.45K +5 +0.3%
APIM
2335
Agate Pass Investment Management
Washington
$736K +$465K +949 +191%
VCM
2336
Virtue Capital Management
Tennessee
$735K -$86.3K -176 -12%
CM
2337
Columbus Macro
Pennsylvania
$735K -$4.9K -10 -0.7%
SI
2338
Seeds Investor
New York
$734K +$70.6K +144 +11%
EA
2339
Everpar Advisors
Oklahoma
$732K +$113K +231 +19%
ODFS
2340
O'Donnell Financial Services
California
$731K
BFG
2341
Bouchey Financial Group
New York
$731K -$5.88K -12 -0.8%
TA
2342
TCM Advisors
West Virginia
$730K
CCFM
2343
Clear Creek Financial Management
Washington
$728K +$980 +2 +0.1%
KDA
2344
Kraft Davis & Associates
Missouri
$726K
WT
2345
Washington Trust
Rhode Island
$724K -$13.7K -28 -2%
OFG
2346
Oxford Financial Group
Indiana
$722K +$147K +299 +27%
CCP
2347
Cassia Capital Partners
North Carolina
$721K +$77.4K +158 +13%
RFA
2348
Resurgent Financial Advisors
Georgia
$715K +$18.6K +38 +3%
SFS
2349
Summit Financial Strategies
Ohio
$714K -$23K -47 -3%
FA
2350
Fiduciary Alliance
South Carolina
$713K +$285K +582 +69%

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.