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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 %
TWM
3126
TriaGen Wealth Management
California
$218K
AFP
3127
Alpha Financial Partners
Kentucky
$218K +$218K +428 New
TH
3128
Team Hewins
California
$217K +$217K +427 New
CBFP
3129
Cedar Brook Financial Partners
Ohio
$217K -$1.41M -2,768 -87%
RIP
3130
RAM Investment Partners
Washington
$217K +$10.7K +21 +5%
KCFA
3131
Key Client Fiduciary Advisors
New Jersey
$217K -$2.04K -4 -0.9%
AA
3132
Addison Advisors
Vermont
$216K +$31.6K +62 +17%
WCM
3133
Windward Capital Management
California
$216K -$23.9K -47 -10%
OA
3134
Oxbow Advisors
Texas
$216K -$8.15M -16,007 -97%
MPPLM
3135
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$216K
ARG
3136
Advisory Resource Group
Oklahoma
$215K
NC
3137
Napatree Capital
Rhode Island
$215K +$215K +423 New
CPP
3138
Capasso Planning Partners
South Carolina
$215K -$1.02K -2 -0.5%
SCA
3139
Southern Capital Advisors
Tennessee
$215K -$9.17K -18 -4%
DTL
3140
Dynamic Technology Lab
Singapore
$215K +$215K +421 New
TFM
3141
Trademark Financial Management
Minnesota
$215K +$215K +422 New
PIFP
3142
Partners in Financial Planning
Virginia
$214K
SWM
3143
Scissortail Wealth Management
Oklahoma
$214K +$214K +421 New
Harris Associates
3144
Harris Associates
Illinois
$214K -$438K -860 -67%
VWM
3145
Vivid Wealth Management
Iowa
$214K -$513K -1,007 -71%
BBA
3146
BLB&B Advisors
Pennsylvania
$213K -$509 -1 -0.2%
SAM
3147
Summit Asset Management
Tennessee
$213K
TCMP
3148
Thrive Capital Management (Pennsylvania)
Pennsylvania
$212K -$12.2K -24 -5%
AI
3149
Atom Investors
Texas
$212K +$212K +417 New
2L
3150
25 LLC
Missouri
$212K -$509 -1 -0.2%