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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 %
HCM
3076
Hillman Capital Management
Maryland
$240K
AC
3077
AlphaCore Capital
California
$240K +$26K +51 +12%
EF
3078
Exeter Financial
Arizona
$239K
EWM
3079
Elevatus Welath Management
New York
$239K -$62.6K -123 -21%
DWP
3080
Destiny Wealth Partners
Florida
$238K -$127K -250 -35%
JA
3081
JVL Associates
Michigan
$238K +$8.15K +16 +4%
PCMF
3082
Private Capital Management (Florida)
Florida
$238K +$509 +1 +0.2%
EFG
3083
Embree Financial Group
Illinois
$238K -$74.9K -147 -24%
BFP
3084
Briaud Financial Planning
Texas
$237K
CWA
3085
CM Wealth Advisors
Ohio
$237K
LWIC
3086
Leith Wheeler Investment Counsel
British Columbia, Canada
$236K +$236K +464 New
CFG
3087
Cosner Financial Group
Colorado
$236K +$1.02K +2 +0.4%
ACC
3088
Acorn Creek Capital
Colorado
$235K +$235K +462 New
ACM
3089
Avalon Capital Management
California
$235K +$235K +461 New
GC
3090
Gilbert & Cook
Iowa
$234K
LL
3091
LPWM LLC
Minnesota
$234K -$4.89K -10 -2%
PFC
3092
Phocas Financial Corp
California
$234K
HDIM
3093
Hanson & Doremus Investment Management
Vermont
$234K +$22.9K +45 +11%
PSC
3094
Portman Square Capital
United Kingdom
$234K +$5.09K +10 +2%
BIA
3095
Bell Investment Advisors
California
$233K -$23.9K -47 -9%
MWM
3096
Massachusetts Wealth Management
Massachusetts
$233K
FMN
3097
Financial Management Network
California
$232K -$7.31K -15 -3%
KSWWM
3098
Keyes Stange & Wooten Wealth Management
Florida
$232K -$2.55K -5 -1%
CWP
3099
Curated Wealth Partners
California
$231K +$231K +453 New
SWA
3100
Sax Wealth Advisors
New Jersey
$230K +$230K +452 New