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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 %
WDA
2726
Wendell David Associates
New Hampshire
$401K
RA
2727
Rational Advisors
New York
$401K +$401K +787 New
TWP
2728
Tempus Wealth Planning
California
$399K +$67.2K +132 +20%
BSB
2729
Bangor Savings Bank
Maine
$399K +$17.3K +34 +5%
AWM
2730
Aviso Wealth Management
Washington
$399K -$1.53K -3 -0.4%
OFW
2731
Omnia Family Wealth
Florida
$398K +$35.1K +69 +10%
CWM
2732
Cherrydale Wealth Management
New Jersey
$398K +$44.3K +87 +13%
CFSG
2733
Clark Financial Services Group
Missouri
$398K +$12.7K +25 +3%
TWA
2734
Tandem Wealth Advisors
Arizona
$398K
SICM
2735
Sustainable Insight Capital Management
New York
$398K +$12.7K +25 +3%
MAP
2736
Moody Aldrich Partners
Massachusetts
$397K -$173K -340 -30%
IAMOG
2737
Investors Asset Management of Georgia
Georgia
$397K -$50.9K -100 -11%
BWP
2738
Bernardo Wealth Planning
Pennsylvania
$397K -$14.8K -29 -4%
BL
2739
Balentine LLC
Georgia
$394K -$8.74M -17,153 -96%
KWM
2740
Kaydan Wealth Management
Michigan
$394K -$21.9K -43 -5%
KC
2741
Kinloch Capital
Virginia
$394K +$56K +110 +17%
BAM
2742
Byrne Asset Management
New Jersey
$394K +$394K +810 New
WCFA
2743
Walkner Condon Financial Advisors
Wisconsin
$394K +$32.6K +64 +9%
TMWM
2744
Taylor & Morgan Wealth Management
Michigan
$394K
CWA
2745
Continuum Wealth Advisors
New York
$393K -$9.68K -19 -2%
FFA
2746
Fi3 Financial Advisors
Indiana
$393K +$6.11K +12 +2%
JF
2747
Jump Financial
Illinois
$393K -$16.7M -32,868 -98%
GAM
2748
Garrison Asset Management
Arkansas
$393K +$1.02K +2 +0.3%
HWP
2749
Heritage Wealth Partners
Ohio
$392K -$479K -941 -55%
CSPAM
2750
Cary Street Partners Asset Management
Virginia
$391K +$391K +767 New