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 %
PPW
2676
Pasadena Private Wealth
California
$432K
SFG
2677
Seamount Financial Group
Colorado
$431K -$7.64K -15 -2%
HFS
2678
Horizon Financial Services
North Carolina
$429K
EWM
2679
Elite Wealth Management
Washington
$428K
CIG
2680
Cairn Investment Group
Washington
$428K -$13.2K -26 -3%
FI
2681
FWG Investments
Kentucky
$428K +$428K +840 New
LT
2682
Legacy Trust
Michigan
$426K -$9.17K -18 -2%
BOM
2683
Bank of Marin
California
$425K +$67.7K +133 +19%
BO
2684
Bank OZK
Arkansas
$425K +$47.9K +94 +13%
RCG
2685
Regatta Capital Group
California
$424K -$4.58K -9 -1%
BMC
2686
Beaton Management Company
Massachusetts
$423K +$12.7K +25 +3%
WWG
2687
West Wealth Group
California
$423K +$8.15K +16 +2%
OWA
2688
Octavia Wealth Advisors
Ohio
$423K +$8.66K +17 +2%
HW
2689
Hamilton Wealth
California
$423K +$423K +830 New
SFS
2690
Sharp Financial Services
Pennsylvania
$422K -$189K -371 -31%
FC
2691
Financial Council
Maryland
$421K +$8.66K +17 +2%
3F
2692
360 Financial
Minnesota
$421K
EB
2693
Exchange Bank
California
$420K +$52.5K +103 +14%
CRA
2694
Clear Rock Advisors
Texas
$420K
MHR
2695
Matthew Hamilton Rosenberg
$419K -$16.3K -33 -4%
LIA
2696
Lynx Investment Advisory
District of Columbia
$418K +$418K +821 New
ZIMP
2697
Zimmermann Investment Management & Planning
Pennsylvania
$418K -$444K -872 -52%
CFFP
2698
Center for Financial Planning
Michigan
$417K +$1.53K +3 +0.4%
BMC
2699
Benin Management Corp
Connecticut
$417K +$2.55K +5 +0.6%
VC
2700
Veery Capital
Delaware
$417K +$13.8K +27 +3%