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
CWP
776
Cyndeo Wealth Partners
Florida
$13.2M +$1M +2,041 +9%
CIC
777
Carnegie Investment Counsel
Ohio
$13.2M -$2.4M -4,899 -16%
NPPM
778
North Point Portfolio Managers
Ohio
$13.2M -$146K -297 -1%
BP
779
BNP Paribas
France
$13.1M -$79.4K -162 -0.6%
JCM
780
Janney Capital Management
Pennsylvania
$13.1M -$351K -716 -3%
EH
781
Equitable Holdings
New York
$13.1M -$132K -270 -1%
BCM
782
Brookstone Capital Management
Illinois
$13M -$1.96M -4,001 -15%
AC
783
Addenda Capital
Quebec, Canada
$13M +$341K +696 +3%
CIA
784
Covington Investment Advisors
Pennsylvania
$13M +$300K +613 +2%
DAS
785
Dynamic Advisor Solutions
Arizona
$13M +$231K +472 +2%
HFS
786
Haverford Financial Services
Pennsylvania
$13M -$15.2K -31 -0.1%
BCMO
787
Buckingham Capital Management (Ohio)
Ohio
$13M +$82.3K +168 +0.7%
LF
788
Longbow Finance
Switzerland
$13M -$716K -1,461 -5%
SAM
789
Silvercrest Asset Management
New York
$13M +$128K +262 +1%
GP
790
Girard Partners
Pennsylvania
$12.9M -$198K -403 -2%
TW
791
Transform Wealth
Colorado
$12.9M -$3.63M -7,408 -23%
MC
792
Muhlenkamp & Co
Pennsylvania
$12.8M +$5.39K +11 +0%
KFS
793
Kurt F. Somerville
$12.8M +$820K +1,672 +7%
LOPW
794
Live Oak Private Wealth
North Carolina
$12.8M +$349K +713 +3%
CCM
795
Coldstream Capital Management
Washington
$12.8M +$231K +471 +2%
BSW
796
Buckingham Strategic Wealth
Missouri
$12.8M +$24.5K +50 +0.2%
RIG
797
RiverFront Investment Group
Virginia
$12.8M +$1.1M +2,254 +10%
TSS
798
Two Sigma Securities
New York
$12.8M -$6.94M -14,160 -36%
SW
799
SVB Wealth
Massachusetts
$12.8M -$1.45M -2,964 -11%
SFM
800
Soros Fund Management
New York
$12.7M +$12.3M +25,001 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.