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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 %
4WM
2826
4J Wealth Management
Virginia
$350K
SC
2827
Seldon Capital
California
$350K
BSSFA
2828
Baron Silver Stevens Financial Advisors
Florida
$349K -$157K -308 -31%
BEAM
2829
Baker Ellis Asset Management
Washington
$348K
CFA
2830
CWS Financial Advisors
Michigan
$348K
SA
2831
Shilanski & Associates
Alaska
$348K -$5.61K -11 -2%
D
2832
Dentgroup
Louisiana
$346K -$39.8K -78 -10%
ACM
2833
AlphaStar Capital Management
North Carolina
$344K -$16.8K -33 -5%
IAP
2834
Indie Asset Partners
Indiana
$344K +$51.5K +101 +18%
FAM
2835
Flaharty Asset Management
Florida
$343K
DA
2836
Drake & Associates
Wisconsin
$343K +$4.07K +8 +1%
WN
2837
Williams & Novak
California
$342K -$11.2K -22 -3%
TWA
2838
Talisman Wealth Advisors
New Jersey
$342K +$37.7K +74 +12%
LC
2839
Landaas & Company
Wisconsin
$342K
NOI
2840
Newton One Investments
Delaware
$342K -$19.4K -38 -5%
VFG
2841
V2 Financial group
Illinois
$342K -$13K -23 -4%
SL
2842
Sentinus LLC
Illinois
$341K -$3.57K -7 -1%
CP
2843
Camelot Portfolios
Ohio
$341K +$341K +669 New
SAA
2844
Southeast Asset Advisors
Georgia
$340K
JWA
2845
JFS Wealth Advisors
Pennsylvania
$340K -$48.9K -96 -13%
CFA
2846
Capstone Financial Advisors
Illinois
$339K -$90.6K -178 -21%
GIP
2847
Greatmark Investment Partners
Georgia
$339K
CCA
2848
Cottonwood Capital Advisors
Utah
$339K -$46.3K -94 -12%
CPG
2849
Custom Portfolio Group
Colorado
$338K
BIM
2850
Bullseye Investment Management
Ohio
$337K +$337K +587 New