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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 %
DWG
2526
Darden Wealth Group
Michigan
$537K -$463K -910 -46%
LW
2527
Linscomb Wealth
Texas
$537K +$53.5K +105 +11%
JPWM
2528
Jamison Private Wealth Management
Georgia
$537K +$75.9K +149 +16%
HCM
2529
Howland Capital Management
Massachusetts
$536K -$77.4K -152 -13%
KB
2530
Kimelman & Baird
New York
$536K +$536K +1,053 New
BFA
2531
Benedict Financial Advisors
Georgia
$536K -$10.2K -20 -2%
GSIAS
2532
Garden State Investment Advisory Services
New Jersey
$536K +$63.9K +125 +14%
OA
2533
Operose Advisors
Wisconsin
$535K -$7.64K -15 -1%
EWS
2534
Eagle Wealth Strategies
New Jersey
$535K -$142K -278 -21%
CC
2535
Cornerstone Capital
California
$535K +$168K +330 +46%
MWM
2536
MinichMacGregor Wealth Management
New York
$534K +$316K +621 +145%
MPW
2537
Monterey Private Wealth
California
$534K +$170K +334 +47%
TWP
2538
Tower Wealth Partners
Pennsylvania
$533K -$1.53K -3 -0.3%
EL
2539
EWA LLC
Pennsylvania
$532K +$119K +214 +29%
AIM
2540
Alhambra Investment Management
Florida
$532K
CA
2541
Carson Advisory
Georgia
$531K -$179K -351 -25%
WPW
2542
Warther Private Wealth
Ohio
$530K -$885K -1,738 -63%
HCA
2543
Heck Capital Advisors
Wisconsin
$530K -$1.53K -3 -0.3%
T
2544
TCWP
Ohio
$529K +$3.57K +7 +0.7%
IIC
2545
Integrated Investment Consultants
Michigan
$529K
VCP
2546
Verus Capital Partners
Arizona
$528K +$112K +219 +27%
MCA
2547
MSH Capital Advisors
Arizona
$527K -$78.9K -155 -13%
HWM
2548
HFR Wealth Management
New York
$525K
GPW
2549
Gentry Private Wealth
Kansas
$524K +$524K +1,028 New
WTA
2550
Washington Trust Advisors
Massachusetts
$523K -$76.4K -150 -13%