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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
TC
2351
TradeLink Capital
Illinois
$713K +$686K +1,400 New
VNA
2352
Valley National Advisers
Pennsylvania
$711K +$52K +106 +8%
JWM
2353
Janiczek Wealth Management
Colorado
$709K -$207K -422 -23%
CAS
2354
Coppell Advisory Solutions
Texas
$707K +$680K +1,388 New
PEA
2355
Park Edge Advisors
Ohio
$705K -$81.9K -167 -11%
VA
2356
Verdad Advisers
Massachusetts
$703K +$166K +339 +33%
HWM
2357
Hemington Wealth Management
Virginia
$702K -$10.3K -21 -2%
ASBI
2358
American State Bank (Iowa)
Iowa
$700K +$39.7K +81 +6%
WWM
2359
Whalen Wealth Management
Nevada
$699K +$490 +1 +0.1%
WCM
2360
Washington Capital Management
Washington
$698K -$19.6K -40 -3%
TAM
2361
Townsend Asset Management
North Carolina
$698K -$494K -1,007 -42%
WCM
2362
WealthBridge Capital Management
Ohio
$696K -$64.7K -132 -9%
CWS
2363
Cypress Wealth Services
California
$695K +$40.7K +83 +6%
HCP
2364
Holt Capital Partners
Texas
$695K +$66.7K +136 +11%
KCPG
2365
Kavar Capital Partners Group
Kansas
$695K +$56.4K +115 +9%
SMH
2366
Sanders Morris Harris
Texas
$694K
BLC
2367
Brown, Lisle/Cummings
Rhode Island
$693K
PBO
2368
Peoples Bank (Ohio)
Ohio
$690K +$95.6K +195 +17%
CPC
2369
Congress Park Capital
New York
$689K +$13.7K +28 +2%
VWM
2370
Vigilare Wealth Management
Arizona
$688K +$66.7K +136 +11%
BA
2371
Birinyi Associates
Connecticut
$688K -$2.15M -4,385 -76%
CPRC
2372
Consolidated Portfolio Review Corp
New York
$686K -$490 -1 -0.1%
VV
2373
Verity & Verity
South Carolina
$685K +$339K +692 +106%
SGK
2374
Steigerwald Gordon & Koch
Virginia
$684K -$28.4K -58 -4%
CCIA
2375
Campbell & Co Investment Adviser
Maryland
$683K -$3.41M -6,948 -84%

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.