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
DA
1426
Dover Advisors
Virginia
$3.41M +$157K +321 +5%
SWP
1427
Strategic Wealth Partners
Ohio
$3.41M -$613K -1,250 -16%
SWM
1428
Sugarloaf Wealth Management
Georgia
$3.4M +$64.2K +131 +2%
RA
1429
RiverPark Advisors
New York
$3.4M -$8.82K -18 -0.3%
OAM
1430
Occidental Asset Management
California
$3.4M +$184K +376 +6%
CAM
1431
Costello Asset Management
Pennsylvania
$3.39M -$206K -420 -6%
RCWM
1432
Royal Capital Wealth Management
Indiana
$3.38M -$17.2K -35 -0.5%
PFA
1433
Pathway Financial Advisers
Indiana
$3.37M +$113K +230 +4%
AF
1434
Advisornet Financial
Minnesota
$3.37M +$318K +648 +11%
WCA
1435
Westover Capital Advisors
Delaware
$3.36M -$316K -644 -9%
JWM
1436
Jessup Wealth Management
Ohio
$3.35M +$92.1K +188 +3%
CWP
1437
Concord Wealth Partners
Virginia
$3.35M +$316K +644 +11%
CAMV
1438
Concord Asset Management (Virginia)
Virginia
$3.34M +$359K +733 +13%
BRG
1439
Bay Rivers Group
Virginia
$3.31M +$70.1K +143 +2%
KM
1440
KP Management
Minnesota
$3.31M +$735K +1,500 +30%
JGCM
1441
Joseph Group Capital Management
Ohio
$3.31M +$373K +761 +13%
FPAS
1442
Focus Partners Advisor Solutions
Missouri
$3.3M -$1.76M -3,582 -36%
RPWA
1443
Regent Peak Wealth Advisors
Georgia
$3.28M -$33.8K -69 -1%
TAMH
1444
Taikang Asset Management (HK)
Hong Kong
$3.28M +$2.18M +4,439 +222%
CAAS
1445
Capital Asset Advisory Services
Michigan
$3.28M -$228K -466 -7%
GCP
1446
GSA Capital Partners
United Kingdom
$3.27M +$1.6M +3,273 +104%
FAP
1447
Financial Advisory Partners
Florida
$3.27M -$73.5K -150 -2%
ST
1448
Smithfield Trust
Pennsylvania
$3.27M +$71.6K +146 +2%
WCM
1449
Wunderlich Capital Managemnt
Tennessee
$3.26M +$163K +332 +5%
BFW
1450
Brady Family Wealth
Missouri
$3.26M +$18.6K +38 +0.6%

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.