We are live on ! Find out more
UNH icon

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
BOM
2701
Bank of Marin
California
$425K +$65.2K +133 +19%
BO
2702
Bank OZK
Arkansas
$425K +$46.1K +94 +13%
RCG
2703
Regatta Capital Group
California
$424K -$4.41K -9 -1%
BMC
2704
Beaton Management Company
Massachusetts
$423K +$12.3K +25 +3%
WWG
2705
West Wealth Group
California
$423K +$7.84K +16 +2%
OWA
2706
Octavia Wealth Advisors
Ohio
$423K +$8.33K +17 +2%
HW
2707
Hamilton Wealth
California
$423K +$407K +830 New
SFS
2708
Sharp Financial Services
Pennsylvania
$422K -$182K -371 -31%
FC
2709
Financial Council
Maryland
$421K +$8.33K +17 +2%
3F
2710
360 Financial
Minnesota
$421K
EB
2711
Exchange Bank
California
$420K +$50.5K +103 +14%
CRA
2712
Clear Rock Advisors
Texas
$420K
MHR
2713
Matthew Hamilton Rosenberg
$419K -$16.2K -33 -4%
LIA
2714
Lynx Investment Advisory
District of Columbia
$418K +$402K +821 New
ZIMP
2715
Zimmermann Investment Management & Planning
Pennsylvania
$418K -$427K -872 -52%
CFFP
2716
Center for Financial Planning
Michigan
$417K +$1.47K +3 +0.4%
BMC
2717
Benin Management Corp
Connecticut
$417K +$2.45K +5 +0.6%
VC
2718
Veery Capital
Delaware
$417K +$13.2K +27 +3%
GCM
2719
Greenland Capital Management
New York
$417K +$401K +819 New
WAM
2720
Walker Asset Management
Missouri
$415K +$1.47K +3 +0.4%
CTWM
2721
Cherry Tree Wealth Management
Minnesota
$415K -$980 -2 -0.2%
PMG
2722
ProVise Management Group
Florida
$414K -$4.41K -9 -1%
CAM
2723
Columbia Asset Management
Michigan
$413K +$42.6K +87 +12%
BWM
2724
BlackDiamond Wealth Management
New York
$413K +$43.1K +88 +14%
BBP
2725
Banco BTG Pactual
Brazil
$412K +$350K +714 New

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.