UNH icon

UnitedHealth

3,370 hedge funds and large institutions have $411B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,502 increasing their positions, 1,322 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,370
Holders Change
+18
Holders Change %
+0.54%
% of All Funds
49.01%
Holding in Top 10
268
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.61%
% of All Funds
3.9%
New
218
Increased
1,502
Reduced
1,322
Closed
150
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
2476
Visionary Wealth Advisors
Illinois
$571K -$10.7K -21 -2%
THL
2477
Tillman Hartley LLC
Colorado
$571K
SRC
2478
Sage Rhino Capital
California
$570K -$12.7K -25 -2%
KWM
2479
KFG Wealth Management
Indiana
$569K +$27.5K +54 +5%
AIA
2480
Angeles Investment Advisors
California
$569K -$227K -445 -28%
MCM
2481
Mendel Capital Management
Arkansas
$568K +$4.07K +8 +0.7%
CBA
2482
Coastal Bridge Advisors
Connecticut
$567K +$61.6K +121 +12%
LAM
2483
Lewis Asset Management
California
$566K -$105K -207 -16%
MWA
2484
Monograph Wealth Advisors
California
$566K +$566K +1,111 New
BC
2485
Bridgefront Capital
Texas
$566K -$302K -593 -35%
SFWC
2486
Strategic Family Wealth Counselors
New Jersey
$565K
OPCM
2487
Osborne Partners Capital Management
California
$565K +$565K +1,110 New
FCAS
2488
First Command Advisory Services
Texas
$564K -$3.06K -6 -0.5%
BFC
2489
Bedel Financial Consulting
Indiana
$564K +$46.9K +92 +9%
VC
2490
Veracity Capital
Georgia
$564K -$116K -228 -17%
EBA
2491
Eagle Bay Advisors
New York
$562K -$114K -224 -17%
SSWM
2492
Strait & Sound Wealth Management
California
$562K +$168K +329 +43%
FCCM
2493
First City Capital Management
Georgia
$561K
OIC
2494
Orion Investment Company
Missouri
$560K +$560K +1,100 New
WPC
2495
Waters Parkerson & Co
Louisiana
$560K -$53.5K -105 -9%
FIM
2496
Fernwood Investment Management
Massachusetts
$559K -$55.5K -109 -9%
RTC
2497
Riverview Trust Company
Washington
$558K -$824K -1,618 -60%
AA
2498
Auxano Advisors
Washington
$557K +$82.5K +162 +17%
TPWM
2499
Twelve Points Wealth Management
Massachusetts
$556K +$38.2K +75 +7%
IWP
2500
Innova Wealth Partners
Pennsylvania
$555K +$83K +163 +18%