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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 %
EWM
2751
Edge Wealth Management
New York
$391K -$5.09K -10 -1%
HWP
2752
Hibernia Wealth Partners
Louisiana
$390K +$101K +198 +35%
AWM
2753
Avaii Wealth Management
Wisconsin
$390K -$14.3K -28 -4%
AP
2754
Atwood & Palmer
Missouri
$390K -$30.6K -60 -7%
PWA
2755
Physician Wealth Advisors
Utah
$389K +$7.68K +14 +2%
AWM
2756
Atticus Wealth Management
Florida
$388K +$81.5K +160 +27%
BMA
2757
Brooks Moore & Associates
Tennessee
$388K
RLIM
2758
Red Lighthouse Investment Management
New York
$388K
RMCM
2759
Reynders McVeigh Capital Management
Massachusetts
$387K
GFG
2760
Goldstone Financial Group
Illinois
$386K +$386K +759 New
NWM
2761
Northwest Wealth Management
Iowa
$385K -$191K -375 -33%
GSIS
2762
Global Strategic Investment Solutions
Arizona
$383K -$36.2K -71 -9%
ODIJL
2763
One Day In July LLC
Vermont
$382K -$65.7K -129 -15%
JWM
2764
JGP Wealth Management
Oregon
$381K +$45.3K +89 +13%
BWA
2765
BlueChip Wealth Advisors
Georgia
$380K -$24.5K -48 -6%
TI
2766
Truepoint Inc
Ohio
$379K -$32.6K -64 -8%
WWC
2767
Waypoint Wealth Counsel
Georgia
$379K -$8.66K -17 -2%
RDFA
2768
Ritter Daniher Financial Advisory
Ohio
$378K -$27.5K -54 -7%
EA
2769
Emerald Advisors
Washington
$378K -$509 -1 -0.1%
AA
2770
Apriem Advisors
California
$378K +$2.55K +5 +0.7%
GWM
2771
Gray Wealth Management
Maine
$377K -$29.5K -58 -7%
WW
2772
Westshore Wealth
California
$377K
EW
2773
Element Wealth
Mississippi
$376K -$27K -53 -7%
BRM
2774
Boston Research & Management
Massachusetts
$376K
FPIS
2775
Financial Planning & Information Services
Wisconsin
$376K