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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 %
CTB
3101
Country Trust Bank
Illinois
$230K +$19.4K +38 +9%
SGAM
3102
Smith Group Asset Management
Texas
$229K -$17.2M -33,690 -99%
LFGO
3103
Legacy Financial Group (Oklahoma)
Oklahoma
$229K -$3.57K -7 -2%
PWM
3104
Purus Wealth Management
California
$229K
SFI
3105
SPC Financial Inc
Maryland
$229K -$2.41M -4,736 -91%
OSNBOA
3106
Old Second National Bank of Aurora
Illinois
$228K +$35.6K +70 +19%
PCM
3107
Permanent Capital Management
Illinois
$228K +$228K +731 New
RPCONE
3108
Retirement Planning Company of New England
Rhode Island
$228K +$11.7K +23 +5%
WG
3109
Winton Group
United Kingdom
$228K +$228K +447 New
PCFFS
3110
Pacific Center for Financial Services
California
$227K
EWA
3111
ERTS Wealth Advisors
Michigan
$227K +$1.53K +3 +0.7%
CISOA
3112
Capital Investment Services of America
Wisconsin
$226K
W
3113
Wealthquest
Ohio
$226K +$10.2K +20 +5%
CF
3114
Convergence Financial
Missouri
$225K +$225K +442 New
WFA
3115
Wade Financial Advisory
California
$225K +$225K +442 New
ACM
3116
Academy Capital Management
Texas
$225K
WA
3117
WBH Advisory
Maryland
$223K
RFP
3118
Roth Financial Partners
Texas
$222K -$13.8K -27 -6%
CIAS
3119
CBIZ Investment Advisory Services
Ohio
$221K
GAM
3120
GEM Asset Management
Michigan
$221K
WFA
3121
WestHill Financial Advisors
California
$221K +$221K +434 New
CCA
3122
Cora Capital Advisors
New Jersey
$221K -$6.11K -12 -3%
FFL
3123
Financial Freedom LLC
Ohio
$220K +$35.1K +69 +19%
ESBC
3124
E.S. Barr & Co
Kentucky
$220K +$3.57K +7 +2%
FA
3125
Fountainhead AM
New Jersey
$219K +$6.62K +13 +3%