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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 %
C1AG
2801
Client 1st Advisory Group
Florida
$364K -$48.9K -96 -12%
WIM
2802
WealthPlan Investment Management
Nebraska
$362K -$50.9K -100 -12%
BST
2803
Bath Savings Trust
Maine
$362K -$5.6K -11 -2%
AWCI
2804
Alpine Woods Capital Investors
New York
$362K -$38.2K -75 -10%
HBW
2805
Hazlett, Burt & Watson
West Virginia
$361K +$512 +1 +0.1%
MWM
2806
Mascoma Wealth Management
New Hampshire
$360K -$65.7K -129 -15%
MWM
2807
Merriman Wealth Management
Washington
$359K -$20.9K -41 -5%
CAM
2808
Creekmur Asset Management
Illinois
$358K -$1.53K -3 -0.4%
WP
2809
Westmount Partners
California
$357K -$22.7K -46 -6%
PSIWM
2810
Paradigm Strategies in Wealth Management
Minnesota
$357K -$15.8K -31 -4%
PCMK
2811
Paragon Capital Management (Kansas)
Kansas
$357K
GCIA
2812
Gabelli & Co Investment Advisers
New York
$356K
SC
2813
Shay Capital
New York
$356K +$356K +700 New
RFA
2814
RTD Financial Advisors
Pennsylvania
$356K
AFC
2815
AFT Forsyth & Company
Florida
$356K +$89.1K +175 +33%
CFS
2816
Commonwealth Financial Services
West Virginia
$355K +$29.4K +60 +9%
RA
2817
Rise Advisors
New York
$355K +$1.53K +3 +0.4%
IFA
2818
Index Fund Advisors
California
$355K
TFF
2819
The Family Firm
Maryland
$354K +$1.02K +2 +0.3%
BP
2820
BBR Partners
New York
$353K +$98.3K +193 +39%
CWG
2821
Crown Wealth Group
North Carolina
$352K +$5.09K +10 +1%
GAM
2822
Gemmer Asset Management
California
$352K -$53K -104 -13%
FFG
2823
Fortem Financial Group
California
$351K -$17.8K -35 -5%
CCB
2824
Cutter & Co Brokerage
Missouri
$351K -$7.13K -14 -2%
OCM
2825
Orion Capital Management
California
$351K -$20.4K -40 -5%