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
PA
676
Parallel Advisors
California
$18M -$51.5K -105 -0.3%
FFA
677
First Foundation Advisors
California
$17.9M -$7.44M -15,189 -30%
ACIM
678
Azimuth Capital Investment Management
Michigan
$17.9M +$85.3K +174 +0.5%
Jones Financial Companies
679
Jones Financial Companies
Missouri
$17.9M +$5.71M +11,646 +50%
VIM
680
Vinva Investment Management
Australia
$17.9M +$1.61M +3,291 +10%
SCM
681
Shelton Capital Management
Colorado
$17.8M +$6.61M +13,490 +63%
ADEF
682
Adams Diversified Equity Fund
Maryland
$17.8M -$35.7M -72,800 -68%
LFAS
683
Level Four Advisory Services
Texas
$17.6M +$1.63M +3,320 +11%
WAM
684
Wallington Asset Management
Indiana
$17.5M -$460K -938 -3%
OIA
685
OneDigital Investment Advisors
Kansas
$17.4M -$480K -980 -3%
FMC
686
First Merchants Corp
Indiana
$17.4M -$564K -1,150 -3%
NIM
687
NEOS Investment Management
Connecticut
$17.4M +$5.37M +10,956 +47%
TCOV
688
Trust Company of Vermont
Vermont
$17.3M +$889K +1,814 +6%
AAIS
689
ABN AMRO Investment Solutions
$17.2M -$26.2M -53,459 -61%
ATC
690
Argent Trust Co
Tennessee
$17.2M +$385K +785 +2%
HCM
691
Hutchinson Capital Management
California
$17.2M +$16.5M +33,681 New
PAS
692
Park Avenue Securities
New York
$17.1M -$507K -1,034 -3%
CIA
693
Choate Investment Advisors
Massachusetts
$17M +$3.32M +6,766 +25%
WTB
694
Washington Trust Bank
Washington
$17M +$198K +404 +1%
KPWS
695
Kestra Private Wealth Services
Texas
$16.9M -$2.02M -4,121 -11%
APF
696
Alaska Permanent Fund
Alaska
$16.8M +$2.44M +4,984 +21%
LSV Asset Management
697
LSV Asset Management
Illinois
$16.8M
MSE
698
MUFG Securities EMEA
United Kingdom
$16.8M +$16.2M +32,999 New
QIM
699
Quest Investment Management
Oregon
$16.7M -$268K -547 -2%
RBCM
700
Raub Brock Capital Management
California
$16.7M -$115K -234 -0.7%

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.