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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 %
BFAG
2976
Blackston Financial Advisory Group
Florida
$279K +$279K +547 New
TFG
2977
Team Financial Group
California
$278K +$10.7K +21 +4%
KAM
2978
Kraft Asset Management
Tennessee
$278K +$54K +106 +24%
LWP
2979
Laurel Wealth Planning
Minnesota
$278K
AGP
2980
Autumn Glory Partners
Texas
$278K -$71.3K -140 -20%
FWM
2981
Forza Wealth Management
Florida
$278K -$19.4K -38 -7%
BIP
2982
Blue Investment Partners
California
$278K
MWA
2983
MN Wealth Advisors
Kansas
$277K +$10.7K +21 +4%
HC
2984
Hamilton Capital
Ohio
$277K -$73.8K -145 -21%
CFGA
2985
Cambridge Financial Group (Arizona)
Arizona
$276K
LPAM
2986
Lodestar Private Asset Management
California
$276K -$25K -49 -8%
MPCG
2987
Matrix Private Capital Group
New York
$276K +$9.68K +19 +4%
LA
2988
Lane & Associates
New Jersey
$274K +$41.2K +81 +18%
APW
2989
Acima Private Wealth
Virginia
$274K
DWA
2990
Dougherty Wealth Advisers
Minnesota
$274K +$10.2K +20 +4%
CFP
2991
Cypress Financial Planning
New Jersey
$273K -$46.3K -91 -14%
PFWA
2992
Paces Ferry Wealth Advisors
Georgia
$273K -$8.15K -16 -3%
FCFC
2993
First Citizens Financial Corp
Iowa
$273K -$3.57K -7 -1%
UBV
2994
United Bank (Virginia)
Virginia
$273K -$3.57K -7 -1%
RFG
2995
Range Financial Group
Oregon
$273K -$39.2K -77 -13%
SSW
2996
Smith Shellnut Wilson
Mississippi
$273K
NIM
2997
Northeast Investment Management
Massachusetts
$272K -$850K -1,670 -76%
CA
2998
CapWealth Advisors
Tennessee
$272K +$12.7K +25 +5%
AA
2999
Alesco Advisors
New York
$271K +$22.9K +45 +9%
CCA
3000
Carrera Capital Advisors
Michigan
$271K +$271K +532 New