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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 %
DEM
2851
Disciplined Equity Management
Florida
$336K
MAM
2852
Mystic Asset Management
Rhode Island
$336K +$57.5K +113 +21%
NI
2853
NDVR Inc
Massachusetts
$336K -$32.6K -64 -9%
YCG
2854
Yeomans Consulting Group
Georgia
$336K -$3.57K -7 -1%
AIM
2855
Aspen Investment Management
Michigan
$335K
CWM
2856
Concentric Wealth Management
California
$335K +$8.66K +17 +3%
SIC
2857
SJS Investment Consulting
Ohio
$335K +$25K +49 +8%
C
2858
Covestor
United Kingdom
$334K +$12.3K +24 +4%
CI
2859
Carroll Investors
South Carolina
$333K
CFO
2860
Custos Family Office
Texas
$333K +$8.65K +17 +3%
WAM
2861
Worth Asset Management
Texas
$332K -$30K -59 -8%
JWM
2862
Jackson Wealth Management
Florida
$331K -$7.74M -15,173 -96%
EAM
2863
Evanson Asset Management
California
$330K
HGA
2864
Hobbs Group Advisors
South Carolina
$330K +$330K +648 New
TFCP
2865
Twin Focus Capital Partners
Massachusetts
$329K -$7.64K -15 -2%
LIA
2866
LBMC Investment Advisors
Tennessee
$329K
IAA
2867
Ironsides Asset Advisors
North Carolina
$329K
SFC
2868
Swisher Financial Concepts
Ohio
$329K -$11K -22 -3%
HHGA
2869
Halbert Hargrove Global Advisors
California
$329K +$7.13K +14 +2%
MWA
2870
Motive Wealth Advisors
Michigan
$328K -$10.2K -20 -3%
MKC
2871
M. Kraus & Co
Vermont
$328K
KLI
2872
Kelman-Lazarov Inc
Tennessee
$327K -$62.1K -122 -16%
TFA
2873
Teamwork Financial Advisors
Texas
$327K -$311K -611 -49%
FFA
2874
Frazier Financial Advisors
Ohio
$327K +$11.2K +22 +4%
BIP
2875
Blueprint Investment Partners
North Carolina
$327K -$21.9K -43 -6%