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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 %
KFC
2626
Klingenstein Fields & Co
New York
$471K +$1.02K +2 +0.2%
IF
2627
Insight Folios
North Carolina
$469K
LFG
2628
Lockerman Financial Group
California
$469K -$2.55K -5 -0.5%
BC
2629
Barrett & Company
Rhode Island
$468K -$50.9K -100 -10%
SBWIC
2630
Schaper Benz & Wise Investment Counsel
Wisconsin
$468K +$18.8K +37 +4%
NECFA
2631
New England Capital Financial Advisors
Connecticut
$468K +$509 +1 +0.1%
HWMC
2632
Heritage Wealth Management (California)
California
$464K +$5.09K +10 +1%
WPWM
2633
Western Pacific Wealth Management
Illinois
$464K -$126K -247 -21%
CIG
2634
Cascade Investment Group
Colorado
$463K -$12.7K -25 -3%
ML
2635
Mayport LLC
Massachusetts
$463K
FFA
2636
Founders Financial Alliance
North Carolina
$462K -$34.1K -67 -7%
TW
2637
Towerpoint Wealth
California
$461K -$3.06K -6 -0.7%
WEG
2638
World Equity Group
Illinois
$460K -$64.6K -127 -12%
MGAM
2639
McGowan Group Asset Management
Texas
$458K +$29.5K +58 +7%
AWG
2640
Altus Wealth Group
Colorado
$458K -$17.8K -35 -4%
PWS
2641
Peterson Wealth Services
Utah
$457K +$4.58K +9 +1%
XS
2642
XR Securities
Illinois
$456K -$283K -556 -38%
OAS
2643
Optivise Advisory Services
Tennessee
$455K +$455K +893 New
LWMG
2644
Levy Wealth Management Group
Pennsylvania
$454K -$56K -110 -11%
Optiver Holding
2645
Optiver Holding
Netherlands
$453K +$453K +890 New
SWA
2646
Strata Wealth Advisors
Texas
$453K +$453K +889 New
CFP
2647
Cascade Financial Partners
California
$453K
CMI
2648
Clare Market Investments
Texas
$453K -$19.9K -39 -4%
LWM
2649
Liberty Wealth Management
California
$452K +$372K +4,071 +462%
ADMI
2650
Albert D. Mason Inc
Massachusetts
$451K -$2.04K -4 -0.4%