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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 %
GLA
2551
Good Life Advisors
Pennsylvania
$523K -$145K -284 -22%
SF
2552
SWP Financial
California
$523K -$2.04K -4 -0.4%
LSC
2553
Lesa Sroufe & Co
Washington
$522K
HFP
2554
Holistic Financial Partners
Indiana
$521K -$115K -226 -18%
UL
2555
Unionview LLC
Washington
$521K -$6.62K -13 -1%
AFG
2556
Allegheny Financial Group
Pennsylvania
$521K +$100K +197 +24%
EWM
2557
Executive Wealth Management
Michigan
$520K -$9.96M -19,543 -95%
SFS
2558
Symphony Financial Services
Ohio
$519K +$519K +851 New
BWM
2559
BCS Wealth Management
Tennessee
$519K
SWM
2560
Salvus Wealth Management
New Jersey
$514K +$54K +106 +12%
FCM
2561
Fogel Capital Management
Florida
$514K
DWM
2562
Darwin Wealth Management
Florida
$512K -$25.5K -50 -5%
WA
2563
Waddell & Associates
Tennessee
$512K +$25.5K +50 +5%
WSWA
2564
Warren Street Wealth Advisors
California
$511K +$28K +55 +6%
SC
2565
Savoie Capital
Illinois
$509K -$560K -1,100 -52%
AC
2566
Aristides Capital
Kentucky
$509K +$509K +1,000 New
TIA
2567
Traphagen Investment Advisors
New Jersey
$508K -$3.56K -7 -0.7%
MIM
2568
MTM Investment Management
South Carolina
$507K -$102K -200 -17%
FWI
2569
Facet Wealth Inc
Maryland
$507K +$104K +180 +26%
BGAI
2570
Bruce G. Allen Investments
Colorado
$507K +$29K +57 +6%
HCM
2571
Hengehold Capital Management
Ohio
$506K +$4.58K +9 +0.9%
HWA
2572
HHM Wealth Advisors
Tennessee
$505K -$22.4K -44 -4%
WRPWM
2573
Werba Rubin Papier Wealth Management
California
$504K +$135K +266 +37%
NPP
2574
New Potomac Partners
Maryland
$504K
AA
2575
Axiom Advisory
California
$503K +$503K +1,026 New