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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 %
KBFS
2926
Kohmann Bosshard Financial Services
Ohio
$306K
SHJ
2927
Sharkey, Howes & Javer
Colorado
$304K
AA
2928
AJ Advisors
Tennessee
$304K +$42.3K +83 +16%
OPTFSNA
2929
Old Point Trust & Financial Services N A
Virginia
$303K
VAG
2930
VisionPoint Advisory Group
Texas
$302K +$40.2K +79 +15%
OCPWS
2931
One Charles Private Wealth Services
Massachusetts
$301K
PA
2932
Probity Advisors
Texas
$301K +$4.58K +9 +2%
EWM
2933
EPG Wealth Management
Georgia
$301K -$280K -565 Closed
WI
2934
Wedgewood Investors
Pennsylvania
$301K +$301K +591 New
FF
2935
Francis Financial
$299K +$65.2K +128 +28%
FMTCOCP
2936
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$299K +$12.7K +25 +4%
WGCA
2937
Wolf Group Capital Advisors
Virginia
$299K -$1.14M -2,247 -79%
ME
2938
McIlrath & Eck
Washington
$299K +$16.8K +33 +6%
MA
2939
MBA Advisors
Pennsylvania
$298K -$28K -55 -9%
TFA
2940
Tobias Financial Advisors
Florida
$298K +$37.7K +74 +14%
WJA
2941
Willis Johnson & Associates
Texas
$297K -$22.9K -45 -7%
NG
2942
Northstar Group
New York
$297K -$23.4K -46 -7%
MF
2943
Meridian Financial
Massachusetts
$297K
IAIM
2944
Industrial Alliance Investment Management
Quebec, Canada
$295K +$295K +580 New
CFG
2945
Carr Financial Group
Massachusetts
$295K -$236K -463 -44%
AWAP
2946
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K -$52.5K -103 -15%
CFP
2947
Curran Financial Partners
South Carolina
$294K +$3.57K +7 +1%
1WM
2948
1858 Wealth Management
Ohio
$292K -$32.1K -63 -10%
CWA
2949
CJM Wealth Advisers
Virginia
$291K -$7.42K -15 -2%
FFWA
2950
Forthright Family Wealth Advisory
Texas
$291K +$27.5K +54 +10%