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
WMP
1901
Wealth Management Partners
Arizona
$1.5M -$17.6K -36 -1%
OFS
1902
Orrstown Financial Services
Pennsylvania
$1.5M
RCM
1903
Riverpark Capital Management
New York
$1.5M +$196K +400 +16%
AIA
1904
Alera Investment Advisors
Illinois
$1.5M -$219K -446 -13%
VRM
1905
Vectors Research Management
New York
$1.5M -$980 -2 -0.1%
BFG
1906
Beacon Financial Group
Texas
$1.49M -$6.37K -13 -0.4%
EGA
1907
E&G Advisors
Texas
$1.49M
MW
1908
Maia Wealth
Colorado
$1.49M +$1.42M +2,898 New
PCI
1909
Planning Center Inc
Illinois
$1.49M
DS
1910
DRW Securities
Illinois
$1.49M -$1.37M -2,802 -49%
PAMG
1911
Patton Albertson Miller Group
Tennessee
$1.48M -$2.45K -5 -0.2%
KC
1912
Kingfisher Capital
North Carolina
$1.47M +$16.7K +34 +1%
CWM
1913
Cahaba Wealth Management
Georgia
$1.47M +$12.3K +25 +0.9%
WIC
1914
Wilkins Investment Counsel
Massachusetts
$1.46M +$9.8K +20 +0.7%
NL
1915
NWAM LLC
Washington
$1.46M -$231K -471 -14%
ACM
1916
Absolute Capital Management
Pennsylvania
$1.46M +$24K +49 +2%
KMWM
1917
Keudell/Morrison Wealth Management
Oregon
$1.45M -$149K -303 -10%
CRWM
1918
Castle Rock Wealth Management
California
$1.45M -$44.6K -91 -3%
OM
1919
OV Management
Minnesota
$1.45M +$21.6K +44 +2%
HFM
1920
Harvest Fund Management
China
$1.43M +$1.09M +2,230 +381%
LCM
1921
Leisure Capital Management
California
$1.43M +$9.8K +20 +0.7%
CA
1922
Cambridge Advisors
Nebraska
$1.43M
FC
1923
Fairscale Capital
New Hampshire
$1.43M +$1.28M +2,604 New
CIM
1924
CIM Investment Management
Pennsylvania
$1.43M -$16.2K -33 -1%
LOIP
1925
Live Oak Investment Partners
Texas
$1.43M

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.