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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 %
FA
3001
Fermata Advisors
California
$271K -$85.6K -168 -24%
CCM
3002
Crew Capital Management
Ohio
$270K
WIM
3003
Warwick Investment Management
Texas
$270K +$270K +531 New
WWM
3004
Waterway Wealth Management
Texas
$270K +$270K +530 New
SCM
3005
Saxony Capital Management
Missouri
$270K +$9.17K +18 +4%
FPFS
3006
First Personal Financial Services
North Carolina
$270K
KCIC
3007
Kuhn & Co Investment Counsel
Illinois
$269K +$1.53K +3 +0.6%
ICM
3008
Intrepid Capital Management
Florida
$269K +$20.4K +40 +8%
FWM
3009
Focused Wealth Management
New York
$269K
RFA
3010
Rollins Financial Advisors
New York
$268K
LF
3011
LifeSteps Financial
California
$268K
BSHC
3012
Breed's Hill Capital
Massachusetts
$267K +$20.9K +41 +8%
SL
3013
Sentry LLC
Tennessee
$267K
HFRG
3014
Houlihan Financial Resource Group
Virginia
$267K
PCA
3015
Peddock Capital Advisors
Massachusetts
$267K -$63.7K -125 -19%
WP
3016
WealthPLAN Partners
Nebraska
$266K -$11.7K -23 -4%
TC
3017
Truvestments Capital
Florida
$266K +$266K +523 New
IPW
3018
Invictus Private Wealth
Colorado
$265K -$68.8K -135 -21%
FHWM
3019
Fox Hill Wealth Management
Massachusetts
$265K -$176K -346 -40%
S
3020
Sachetta
Massachusetts
$264K +$1.15K +2 +0.4%
PBC
3021
Pavion Blue Capital
California
$264K
NAMNJ
3022
NorthStar Asset Management (New Jersey)
New Jersey
$263K -$18.3K -36 -7%
CWA
3023
Clarity Wealth Advisors
California
$263K -$8.15K -16 -3%
FP
3024
Foundry Partners
Minnesota
$262K
RIM
3025
RW Investment Management
Idaho
$262K