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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 %
GCM
2701
Greenland Capital Management
New York
$417K +$417K +819 New
WAM
2702
Walker Asset Management
Missouri
$415K +$1.53K +3 +0.4%
CTWM
2703
Cherry Tree Wealth Management
Minnesota
$415K -$1.02K -2 -0.2%
PMG
2704
ProVise Management Group
Florida
$414K -$4.59K -9 -1%
CAM
2705
Columbia Asset Management
Michigan
$413K +$44.3K +87 +12%
BWM
2706
BlackDiamond Wealth Management
New York
$413K +$49.8K +88 +14%
BBP
2707
Banco BTG Pactual
Brazil
$412K +$412K +714 New
IIA
2708
Integral Investment Advisors
California
$412K -$55.9K -115 -12%
EPP
2709
ETF Portfolio Partners
Kansas
$412K
FM
2710
Family Management
New York
$411K -$135K -266 -25%
DWM
2711
Dogwood Wealth Management
Kansas
$411K +$91.1K +179 +28%
TC
2712
Trilogy Capital
California
$411K +$171K +335 +71%
SPI
2713
Sutton Place Investors
New York
$410K -$704K -1,382 -63%
MSRI
2714
Michael S. Ryan Inc
New York
$410K -$13.8K -27 -3%
JE
2715
JMAC Enterprises
Pennsylvania
$410K -$27.5K -54 -6%
VCM
2716
Verde Capital Management
Michigan
$410K +$72.4K +142 +21%
SDAM
2717
Shulman DeMeo Asset Management
New York
$409K +$3.57K +7 +0.9%
LGG
2718
Luts & Greenleigh Group
Maryland
$408K +$408K +802 New
AWM
2719
Ariadne Wealth Management
California
$406K +$406K +798 New
ITIM
2720
Indiana Trust & Investment Management
Indiana
$405K +$46.3K +91 +13%
SWC
2721
Spectrum Wealth Counsel
Indiana
$404K -$21.4K -42 -5%
SFC
2722
SYM Financial Corp
Indiana
$404K +$148K +291 +58%
GFPC
2723
Global Financial Private Client
Florida
$403K
BBA
2724
Braun-Bostich & Associates
Pennsylvania
$401K -$261K -512 -39%
PTC
2725
Philadelphia Trust Company
Pennsylvania
$401K -$14.2K -28 -3%