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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 %
SFP
2951
Sandbox Financial Partners
Maryland
$291K -$145K -284 -33%
LI
2952
LVZ Inc
Michigan
$289K -$25.4K -50 -8%
SFO
2953
Standard Family Office
South Dakota
$289K
SIC
2954
SFE Investment Counsel
California
$288K -$67.7K -133 -19%
ZF
2955
Zhang Financial
Michigan
$288K -$12.7K -25 -4%
PWA
2956
Provenance Wealth Advisors
Florida
$287K -$16.8K -33 -6%
PW
2957
Peninsula Wealth
California
$287K +$6.14K +12 +2%
LAM
2958
Lakewood Asset Management
Illinois
$286K +$1.02K +2 +0.4%
NA
2959
Nordwand Advisors
Pennsylvania
$285K -$834K -1,637 -75%
PGIM
2960
Pacific Global Investment Management
California
$285K
BAM
2961
Blueshift Asset Management
New Jersey
$285K +$285K +559 New
4WM
2962
49 Wealth Management
Texas
$285K +$285K +575 New
LFS
2963
Legacy Financial Strategies
Kansas
$284K +$10.8K +22 +4%
ES
2964
Eagle Strategies
New York
$284K -$638K -1,253 -69%
BFO
2965
Biltmore Family Office
North Carolina
$284K +$284K +557 New
BHBT
2966
Burke & Herbert Bank & Trust
Virginia
$283K -$65.2K -128 -19%
AWM
2967
Alterna Wealth Management
Texas
$283K -$15.8K -31 -5%
DI
2968
Diligent Investors
California
$283K +$4.07K +8 +1%
CIA
2969
Compass Ion Advisors
Pennsylvania
$282K
GCM
2970
G2 Capital Management
Ohio
$282K +$1.02K +2 +0.4%
BIA
2971
Barry Investment Advisors
Massachusetts
$281K
ELM
2972
Elite Life Management
Florida
$281K +$11.7K +23 +4%
OPWM
2973
Oakwell Private Wealth Management
Texas
$281K
MWM
2974
Magnolia Wealth Management
Alabama
$280K -$280K -550 -50%
MAM
2975
Mainsail Asset Management
Alabama
$280K