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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 %
WCWM
3051
Willow Creek Wealth Management
California
$250K -$1.53K -3 -0.6%
IFO
3052
Independent Family Office
New York
$250K -$133K -266 -35%
TIM
3053
Tortoise Investment Management
New York
$250K -$6.62K -13 -3%
DM
3054
Deerfield Management
New York
$250K
TPWA
3055
Twin Peaks Wealth Advisors
California
$249K +$249K +489 New
PWA
3056
Phoenix Wealth Advisors
North Carolina
$249K +$249K +488 New
WIA
3057
Wetzel Investment Advisors
Indiana
$248K -$75.7K -153 -23%
MLA
3058
MB, Levis & Associates
Pennsylvania
$248K +$26K +51 +12%
AFAS
3059
Acorn Financial Advisory Services
Virginia
$247K +$17.3K +34 +8%
IWM
3060
Integris Wealth Management
California
$246K -$32.1K -63 -12%
IAG
3061
Investment Advisory Group
Massachusetts
$246K -$19.9K -39 -7%
ASG
3062
Ariston Services Group
California
$246K
WCP
3063
Wick Capital Partners
Pennsylvania
$245K +$8.14K +16 +3%
REMPR
3064
Roof Eidam Maycock Peralta (REMP)
California
$244K -$1.77M -3,470 -88%
CA
3065
CSM Advisors
Pennsylvania
$244K -$8.62K -17 -3%
EC
3066
Eaton-Cambridge
Arizona
$243K -$6.62K -13 -3%
PFM
3067
Phillips Financial Management
Indiana
$242K +$33.6K +66 +16%
CAWM
3068
Capital Advisors Wealth Management
Washington
$242K +$6.62K +13 +3%
RI
3069
Redwood Investments
Massachusetts
$241K -$1.95M -3,833 -89%
Cohen & Steers
3070
Cohen & Steers
New York
$241K -$4.59K -9 -2%
ACA
3071
Affinity Capital Advisors
California
$241K -$4.59K -9 -2%
LC
3072
LCNB Corp
Ohio
$240K
HL
3073
HeadInvest LLC
Maine
$240K +$27.5K +54 +13%
GPW
3074
Gray Private Wealth
Massachusetts
$240K
WOSD
3075
WFA of San Diego
California
$240K +$240K +471 New