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
BCM
1401
Birch Capital Management
Texas
$3.6M -$1.47K -3 -0%
FCM
1402
Fairbanks Capital Management
California
$3.6M +$80.9K +165 +2%
AFG
1403
Atomi Financial Group
New York
$3.59M +$563K +1,148 +19%
ACM
1404
Aquatic Capital Management
Illinois
$3.57M -$57.4M -117,118 -94%
VA
1405
Valmark Advisers
Ohio
$3.55M +$124K +252 +4%
JC
1406
JB Capital
Connecticut
$3.55M +$126K +257 +4%
HIP
1407
Harrell Investment Partners
Texas
$3.53M -$24K -49 -0.7%
GBT
1408
Grove Bank & Trust
Florida
$3.53M +$75K +153 +2%
DWP
1409
Daymark Wealth Partners
Ohio
$3.52M -$402K -821 -0.7%
AC
1410
Avestar Capital
New York
$3.52M -$27K -55 -0.8%
HH
1411
Hilltop Holdings
Texas
$3.52M +$163K +332 +5%
MWM
1412
Mattern Wealth Management
Kansas
$3.49M -$846K -1,726 -20%
FHA
1413
Flagship Harbor Advisors
Massachusetts
$3.48M +$4.9K +10 +0.1%
TPCM
1414
Templeton & Phillips Capital Management
Tennessee
$3.48M
DL
1415
DOHJ LLC
Washington
$3.47M +$407K +830 +14%
BG
1416
Bollard Group
Massachusetts
$3.47M +$51K +104 +2%
PA
1417
Paragon Advisors
Texas
$3.47M -$54.4K -111 -2%
BTI
1418
Blue Trust Inc
Georgia
$3.46M +$997K +2,035 +41%
FFM
1419
Forum Financial Management
Illinois
$3.46M -$51K -104 -2%
SG
1420
StoneX Group
New York
$3.45M +$527K +1,075 +19%
KA
1421
Kovack Advisors
Florida
$3.45M +$142K +289 +4%
NP
1422
Nilsine Partners
Colorado
$3.44M -$398K -812 -11%
CGL
1423
Clarius Group LLC
Washington
$3.44M -$423K -863 -11%
PGWM
1424
Parisi Gray Wealth Management
New Jersey
$3.43M +$20.6K +42 +0.6%
IAIM
1425
International Assets Investment Management
Florida
$3.42M -$172K -350 -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.