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
RS
826
Robeco Schweiz
Switzerland
$11.7M
PI
827
PEAK6 Investments
Illinois
$11.7M +$4.81M +9,805 +75%
CM
828
Churchill Management
California
$11.7M -$170K -346 -1%
Capstone Investment Advisors
829
Capstone Investment Advisors
New York
$11.7M +$1.06M +2,164 +10%
WCF
830
West Coast Financial
California
$11.6M +$155K +316 +1%
NSAM
831
North Star Asset Management
Wisconsin
$11.6M +$1.44M +2,938 +15%
RBA
832
Richard Bernstein Advisors
New York
$11.5M +$490 +1 +0%
BFIM
833
Beese Fulmer Investment Management
Ohio
$11.4M +$911K +1,858 +9%
PGAM
834
Princeton Global Asset Management
New Jersey
$11.4M +$431K +879 +4%
GT
835
Greenleaf Trust
Michigan
$11.4M -$373K -762 -3%
PA
836
Procyon Advisors
Connecticut
$11.4M +$126K +257 +1%
PIM
837
Plato Investment Management
Australia
$11.3M +$1.24M +2,520 +13%
AIM
838
Anchor Investment Management
South Carolina
$11.3M +$941K +1,920 +9%
AMBIA
839
Allen Mooney & Barnes Investment Advisors
Georgia
$11.2M +$64.7K +132 +0.6%
PHK
840
Point72 Hong Kong
Hong Kong
$11.2M +$1.09M +2,221 +11%
BIAS
841
Beacon Investment Advisory Services
New Jersey
$11.2M -$4.64M -9,466 -30%
AF
842
Ally Financial
Michigan
$11.2M +$2.45M +5,000 +29%
AG
843
Ascent Group
Virginia
$11.2M -$142K -289 -1%
SFA
844
Sequoia Financial Advisors
Ohio
$11.2M +$721K +1,472 +7%
ROC
845
Running Oak Capital
Minnesota
$11.2M +$1.78M +3,624 +20%
MWM
846
Mission Wealth Management
California
$11.1M -$1.55M -3,156 -13%
WIC
847
Woodmont Investment Counsel
Tennessee
$11.1M +$434K +886 +4%
PS
848
Principal Securities
Iowa
$11.1M +$642K +1,310 +6%
SIMG
849
Sonora Investment Management Group
Arizona
$11.1M
CAM
850
Cozad Asset Management
Illinois
$11.1M +$1.6M +3,265 +18%

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.