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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 %
TFA
3151
TPG Financial Advisors
Oregon
$212K +$212K +416 New
FCA
3152
Fortis Capital Advisors
Kansas
$211K -$31.6K -62 -13%
PM
3153
Phraction Management
Connecticut
$211K +$211K +414 New
HH
3154
HWG Holdings
Texas
$210K +$210K +413 New
FA
3155
Financial Avengers
California
$210K -$20.4K -40 -9%
MFA
3156
McClarren Financial Advisors
Pennsylvania
$210K +$138K +1,813 +192%
HCM
3157
Hutner Capital Management
Vermont
$210K -$10.2K -20 -5%
HPIA
3158
Hamilton Point Investment Advisors
North Carolina
$210K +$210K +412 New
FNWA
3159
Financial Network Wealth Advisors
Utah
$209K +$209K +409 New
PIAS
3160
PCA Investment Advisory Services
Ohio
$209K +$209K +410 New
IWA
3161
IBEX Wealth Advisors
New Jersey
$209K -$9.01M -17,693 -98%
LWANC
3162
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K -$10.2K -20 -5%
FWMM
3163
Foundation Wealth Management (Missouri)
Missouri
$208K
SIA
3164
Sage Investment Advisers
New York
$207K
RC
3165
Rareview Capital
Nevada
$207K
SWM
3166
Shakespeare Wealth Management
Wisconsin
$206K +$206K +405 New
BW
3167
BIP Wealth
Georgia
$206K -$119K -233 -37%
CIS
3168
Custom Index Systems
New York
$205K -$134K -264 -40%
PWM
3169
Provident Wealth Management
Tennessee
$205K +$205K +403 New
DTC
3170
Davidson Trust Company
Washington
$205K +$205K +403 New
CGFA
3171
Colton Groome Financial Advisors
North Carolina
$204K -$36.7K -72 -15%
OKSA
3172
O'Keefe Stevens Advisory
New York
$204K +$204K +400 New
HG
3173
Harbor Group
New Hampshire
$203K +$203K +399 New
BAWM
3174
Bennett Associates Wealth Management
Pennsylvania
$203K +$203K +399 New
PAG
3175
Powers Advisory Group
Illinois
$203K +$203K +399 New