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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
DA
2451
Dillon & Associates
Michigan
$609K
SAF
2452
Smith Anglin Financial
Texas
$609K -$41.7K -85 -7%
WFA
2453
Wellspring Financial Advisors
Ohio
$608K +$61.8K +126 +12%
AP
2454
Adero Partners
California
$608K +$71.6K +146 +14%
CC
2455
Chicago Capital
Illinois
$608K -$357K -729 -38%
IFPG
2456
Intrepid Financial Planning Group
Indiana
$608K -$29.4K -60 -5%
LA
2457
Lifeworks Advisors
Michigan
$607K +$11.8K +24 +2%
TCM
2458
Traynor Capital Management
Pennsylvania
$603K -$119K -242 -17%
NBT
2459
Northwest Bank & Trust
Iowa
$601K
SFCL
2460
Strengthening Families & Communities LLC
Massachusetts
$599K +$576K +1,176 New
TAM
2461
Titleist Asset Management
Texas
$599K +$133K +272 +30%
ACM
2462
Armbruster Capital Management
New York
$598K
BBNB
2463
Baker Boyer National Bank
Washington
$597K
PWM
2464
Penobscot Wealth Management
Maine
$597K +$4.9K +10 +0.8%
CFO
2465
Collective Family Office
Pennsylvania
$596K -$199K -407 -26%
JSAM
2466
J. Safra Asset Management
New York
$596K +$252K +514 +78%
CST
2467
Charles Schwab Trust
Nevada
$596K -$27.9K -57 -5%
KIG
2468
Kowal Investment Group
Wisconsin
$596K +$3.43K +7 +0.6%
RCM
2469
Raleigh Capital Management
North Carolina
$596K -$67.6K -138 -11%
SL
2470
Salomon & Ludwin
Virginia
$595K -$211K -430 -27%
CP
2471
Castleview Partners
Texas
$595K +$28.4K +58 +5%
IHWM
2472
Iron Horse Wealth Management
Iowa
$594K
IP
2473
Ignite Planners
California
$594K -$181K -369 -23%
GWAM
2474
Guardian Wealth Advisors (Minnesota)
Minnesota
$593K -$12.3K -25 -2%
MWM
2475
Mosley Wealth Management
California
$591K +$129K +263 +29%

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.