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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 %
PCS
2901
Private Client Services
Kentucky
$314K -$1.02K -2 -0.3%
MCC
2902
Malaga Cove Capital
California
$313K +$313K +615 New
CJL
2903
Cyrus J. Lawrence
New York
$313K -$7.76M -15,269 -96%
TA
2904
TruWealth Advisors
Louisiana
$313K -$12.2M -24,005 -98%
WDC
2905
Woodward Diversified Capital
California
$312K +$49.4K +97 +19%
WF
2906
Wayfinding Financial
Washington
$312K -$8.67K -17 -3%
EPA
2907
Element Pointe Advisors
Florida
$312K -$48.9K -96 -14%
OFS
2908
Oldfather Financial Services
Nebraska
$312K
BA
2909
Bridge Advisory
California
$311K -$5.09K -10 -2%
WAS
2910
Winch Advisory Services
Wisconsin
$311K +$5.6K +11 +2%
VAM
2911
Verity Asset Management
North Carolina
$311K +$40.8K +80 +15%
XWM
2912
Xcel Wealth Management
Florida
$311K -$6.11K -12 -2%
BWA
2913
Brave Warrior Advisors
New York
$311K
MTC
2914
McDaniel Terry & Co
Texas
$310K -$85.7K -168 -22%
GRA
2915
Golden Road Advisors
Florida
$309K +$45.3K +92 +17%
WB
2916
West Bancorporation
Iowa
$309K -$4.07K -8 -1%
ML
2917
McAdam LLC
Pennsylvania
$308K +$52K +102 +20%
CCM
2918
Coerente Capital Management
Ontario, Canada
$308K +$86.6K +170 +39%
SGWM
2919
Sterling Group Wealth Management
California
$308K +$308K +604 New
IA
2920
IMZ Advisory
Florida
$307K -$7.64K -15 -2%
RFN
2921
Redwood Financial Network
Ohio
$306K -$44.8K -88 -13%
OW
2922
Olistico Wealth
Oklahoma
$306K -$7.65K -15 -2%
HWM
2923
Howard Wealth Management
Connecticut
$306K -$25.5K -50 -8%
O3W
2924
Omni 360 Wealth
New Jersey
$306K +$4.58K +9 +2%
WC
2925
Woodstock Corp
Massachusetts
$306K -$42.8K -84 -12%