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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
CF
2376
Cyr Financial
Illinois
$683K +$658K +1,342 New
TSW
2377
Thompson Siegel & Walmsley
Virginia
$680K -$15.2K -31 -2%
FMP
2378
Financial Management Professionals
Texas
$680K +$7.84K +16 +1%
PFA
2379
Pathway Financial Advisors
Vermont
$678K +$22.1K +45 +3%
FWTB
2380
First Western Trust Bank
Colorado
$677K +$490 +1 +0.1%
WAG
2381
Winthrop Advisory Group
Massachusetts
$674K +$36.8K +75 +6%
TGAM
2382
TBH Global Asset Management
Tennessee
$673K -$137K -279 -17%
WHCI
2383
W.H. Cornerstone Investments
Massachusetts
$673K -$224K -456 -26%
MW
2384
Members Wealth
Pennsylvania
$672K +$1.07M +2,185 New
TNB
2385
Thomasville National Bank
Georgia
$671K +$20.6K +42 +3%
WKSWA
2386
White Knight Strategic Wealth Advisors
New Jersey
$671K +$102K +209 +19%
NRI
2387
NFP Retirement Inc
California
$671K +$7.84K +16 +1%
V
2388
VeraBank
Texas
$668K -$37.3K -76 -5%
SAG
2389
Spotlight Asset Group
Illinois
$668K +$65.2K +133 +11%
CGA
2390
Crescent Grove Advisors
Illinois
$663K -$1.18M -2,399 -65%
AFG
2391
Altiora Financial Group
Ohio
$659K
AGC
2392
Aspen Grove Capital
Colorado
$659K -$44.1K -90 -7%
BWG
2393
Berry Wealth Group
Texas
$659K +$51K +104 +9%
NPFS
2394
Novak & Powell Financial Services
Florida
$658K -$2.45K -5 -0.4%
GA
2395
Goldstein Advisors
Wisconsin
$658K +$18.1K +37 +3%
AC
2396
AXQ Capital
New Jersey
$658K -$1.57M -3,208 -71%
BWP
2397
Balboa Wealth Partners
Arizona
$657K +$172K +350 +37%
BA
2398
Ballast Advisors
Minnesota
$656K -$74K -151 -10%
MSWM
2399
McGlone Suttner Wealth Management
Wisconsin
$655K +$6.37K +13 +1%
SFPG
2400
Stonebridge Financial Planning Group
Florida
$655K -$39.2K -80 -6%

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.