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
NRS
751
Neville Rodie & Shaw
New York
$14.1M -$1.99M -4,052 -13%
CK
752
Cohen Klingenstein
New York
$14.1M
MWM
753
Meridian Wealth Management
Kentucky
$14M +$13.5M +27,559 New
DWM
754
Dakota Wealth Management
Florida
$14M -$634K -1,293 -4%
GC
755
Grimes & Company
Massachusetts
$13.9M +$731K +1,491 +6%
GH
756
GAM Holding
Switzerland
$13.9M -$5.3M -10,814 -28%
CAM
757
Crake Asset Management
United Kingdom
$13.7M -$25.5M -52,000 -66%
BWFA
758
Baltimore-Washington Financial Advisors
Maryland
$13.7M -$148K -302 -1%
ANBT
759
American National Bank & Trust
Texas
$13.7M +$1.05M +2,138 +9%
AWAG
760
ARS Wealth Advisors Group
Florida
$13.7M +$416K +848 +3%
TIP
761
Torray Investment Partners
Maryland
$13.7M +$19.6K +40 +0.1%
VWM
762
Venturi Wealth Management
Texas
$13.7M +$875K +1,786 +7%
CCP
763
Clough Capital Partners
Massachusetts
$13.6M +$12.4M +25,380 +1,853%
SAM
764
Sectoral Asset Management
Quebec, Canada
$13.6M +$1.72M +3,500 +15%
P
765
&Partners
Tennessee
$13.6M +$10.7M +21,812 +454%
LBC
766
Lowe Brockenbrough & Co
Virginia
$13.5M -$1.92M -3,909 -13%
LGWM
767
Litman Gregory Wealth Management
California
$13.5M +$1.04M +2,116 +9%
GS
768
GTS Securities
New York
$13.5M +$11.6M +23,680 +856%
AMI
769
Amica Mutual Insurance
Rhode Island
$13.4M
HCA
770
Hyperion Capital Advisors
New York
$13.4M +$1.44M +2,942 +13%
BJL
771
Brighton Jones LLC
Washington
$13.4M +$4.15M +8,458 +47%
ACA
772
Anchor Capital Advisors
Massachusetts
$13.4M -$1.67M -3,405 -11%
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.3M -$369K -753 -3%
HT
774
Heritage Trust
Oklahoma
$13.3M +$70.1K +143 +0.6%
VHAM
775
Van Hulzen Asset Management
California
$13.2M +$68.1K +139 +0.5%

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.