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
BAM
3301
Bellevue Asset Management
Washington
$62.1K
AFS
3302
Annapolis Financial Services
Maryland
$61.1K
JEST
3303
JTC Employer Solutions Trustee
Jersey
$61K
OAJ
3304
Ogorek Anthony Joseph
New York
$61K
RWMG
3305
Redwood Wealth Management Group
New Jersey
$60.6K +$58.3K +119 New
TCM
3306
TruNorth Capital Management
Michigan
$59.1K +$41.2K +84 +263%
RWA
3307
Redmont Wealth Advisors
Illinois
$58.6K
BTC
3308
Bank & Trust Company
Illinois
$58.1K +$55.9K +114 New
HWM
3309
Horizons Wealth Management
North Carolina
$56.8K
LWA
3310
Lowe Wealth Advisors
Maryland
$54.7K -$1.96K -4 -4%
CHA
3311
Carmichael Hill & Associates
Maryland
$54K
SC
3312
Solstein Capital
California
$53K
UOTTAIMCU
3313
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.9K -$4.59M -9,369 -99%
HF
3314
Halpern Financial
Virginia
$50.9K -$24.5K -50 -33%
SWP
3315
SIMA Wealth Partners
Virginia
$50.9K +$49K +100 New
RWM
3316
Ruedi Wealth Management
Illinois
$50.2K +$10.8K +22 +29%
KHC
3317
Koesten Hirschmann & Crabtree
Kansas
$49.5K
GJIA
3318
Glass Jacobson Investment Advisors
Maryland
$47.9K
GIS
3319
Grayhawk Investment Strategies
Alberta, Canada
$47.9K -$56.9K -116 -55%
IRC
3320
Investors Research Corp
Georgia
$45.3K
HWP
3321
Highline Wealth Partners
California
$44.9K +$25.5K +52 +144%
JSP
3322
Jackson Square Partners
California
$44.8K -$40.7K -83 -49%
FW
3323
Fairway Wealth
Ohio
$43.3K +$41.7K +85 New
CMA
3324
Cedar Mountain Advisors
Oregon
$42.3K
PCA
3325
Providence Capital Advisors
North Carolina
$40.7K -$490 -1 -1%

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.