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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
AC
2401
ASB Consultores
Florida
$654K -$685K -1,398 -52%
BP
2402
BCK Partners
New York
$652K +$5.39K +11 +0.9%
MAM
2403
Marquette Asset Management
Minnesota
$651K -$19.1K -39 -3%
EWS
2404
Evergreen Wealth Solutions
Pennsylvania
$648K -$69.1K -141 -10%
SSC
2405
Syverson Strege & Co
Iowa
$647K +$277K +565 +80%
DI
2406
DDFG Inc
California
$646K
KL
2407
KilterHowling LLC
Colorado
$646K +$16.7K +34 +3%
WFL
2408
Wealth Forward LLC
North Dakota
$645K
PC
2409
Prairiewood Capital
North Dakota
$645K +$2.45K +5 +0.4%
SFA
2410
Source Financial Advisors
New York
$642K +$4.9K +10 +0.8%
OPOWM
2411
One Plus One Wealth Management
Florida
$642K +$306K +624 +98%
BWA
2412
Bordeaux Wealth Advisors
California
$641K +$5.39K +11 +0.9%
HAG
2413
HF Advisory Group
Maryland
$640K -$138K -282 -18%
GKWIM
2414
Gerber Kawasaki Wealth & Investment Management
California
$639K +$58.3K +119 +10%
RFP
2415
Root Financial Partners
California
$638K +$54.9K +112 +10%
SC
2416
Summa Corp
Texas
$637K
NPT
2417
Nixon Peabody Trust
Massachusetts
$637K +$147K +299 +31%
CC
2418
Courier Capital
New York
$636K -$1.44M -2,938 -70%
AC
2419
Avory & Company
Florida
$636K
WG
2420
Wealth Group
North Carolina
$636K +$7.84K +16 +1%
HNWAG
2421
High Net Worth Advisory Group
Florida
$636K -$14.7K -30 -2%
MFG
2422
Midwest Financial Group
Kansas
$635K +$1.96K +4 +0.3%
BWM
2423
Buska Wealth Management
Wisconsin
$634K +$94.6K +193 +18%
BDF
2424
Black Diamond Financial
Maryland
$632K +$106K +216 +21%
LFDLE
2425
La Financiere de L'Echiquier
France
$631K -$155K -316 -20%

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.