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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 %
AWM
2876
Accel Wealth Management
Iowa
$326K +$116K +227 +55%
VBWMG
2877
Von Berge Wealth Management Group
California
$326K +$495 +1 +0.2%
VCP
2878
Vista Capital Partners
Oregon
$325K +$16.3K +32 +5%
WDG
2879
Wealth Dimensions Group
Ohio
$325K +$3.06K +6 +0.9%
EWM
2880
Endowment Wealth Management
Wisconsin
$325K +$6.11K +12 +2%
MPW
2881
MGO Private Wealth
California
$324K
HKIMG
2882
Hutchens & Kramer Investment Management Group
Indiana
$324K -$213K -431 -40%
GF
2883
Gries Financial
Ohio
$323K -$523K -1,026 -62%
GA
2884
GSG Advisors
New Jersey
$322K +$31.2K +63 +11%
BBW
2885
Blue Barn Wealth
Utah
$322K +$39.2K +77 +14%
AA
2886
Aufman Associates
Pennsylvania
$322K +$3.57K +7 +1%
SC
2887
Stephenson & Company
California
$320K
TFM
2888
TFC Financial Management
Massachusetts
$320K +$110K +215 +52%
SWM
2889
Seed Wealth Management
Illinois
$319K
EIA
2890
Edgemoor Investment Advisors
Maryland
$319K -$2.04K -4 -0.6%
USB
2891
Union Savings Bank
Connecticut
$319K +$19.4K +38 +6%
SN
2892
Sittner & Nelson
Oregon
$318K -$15.8K -31 -5%
HWA
2893
Heartwood Wealth Advisors
Virginia
$318K -$22.9K -45 -7%
SFS
2894
Security Financial Services
Indiana
$317K +$3.06K +6 +1%
LFP
2895
Lakeshore Financial Planning
Michigan
$317K
HIM
2896
Hillsdale Investment Management
Ontario, Canada
$317K -$1.17M -2,301 -79%
CA
2897
Crumly & Associates
Illinois
$316K
MWM
2898
Maripau Wealth Management
Indiana
$315K +$315K +619 New
AIM
2899
Avity Investment Management
Connecticut
$315K
EA
2900
Echo45 Advisors
California
$314K -$116K -228 -27%