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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 %
BWAM
3201
Boyd Watterson Asset Management
Ohio
$169K
AP
3202
Aspect Partners
Virginia
$162K
SHIM
3203
Stone House Investment Management
Pennsylvania
$162K -$10.2K -20 -6%
AEPWM
3204
Atlantic Edge Private Wealth Management
Florida
$159K
MWA
3205
MFA Wealth Advisors
Pennsylvania
$159K +$159K +312 New
MB
3206
Mizuho Bank
Japan
$158K +$158K +310 New
HWM
3207
HighMark Wealth Management
Minnesota
$155K -$14.3K -28 -8%
FFO
3208
Fortitude Family Office
Arizona
$155K +$43.3K +85 +39%
PP
3209
Paloma Partners
Connecticut
$153K +$153K +301 New
BIC
3210
Beach Investment Counsel
Pennsylvania
$153K -$9.57M -18,758 -98%
YAL
3211
Your Advocates Ltd
Texas
$152K
RFA
3212
Register Financial Advisors
Georgia
$150K +$8.16K +16 +6%
MSWM
3213
Mowery & Schoenfeld Wealth Management
Illinois
$149K +$59.1K +116 +66%
PPA
3214
Painted Porch Advisors
California
$147K +$147K +289 New
BBPWM
3215
Blue Bell Private Wealth Management
Pennsylvania
$145K -$3.05K -6 -2%
NMM
3216
Naples Money Management
Florida
$143K +$1.98K +4 +1%
BCMLT
3217
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K +$1.02K +2 +0.7%
TCM
3218
Tradewinds Capital Management
Washington
$141K +$2.04K +4 +1%
BCM
3219
Blume Capital Management
California
$140K
AJ
3220
Ashburton (Jersey)
Jersey
$139K +$139K +280 New
EAM
3221
Empirical Asset Management
Massachusetts
$136K +$136K +18,612 New
AWM
3222
Abound Wealth Management
Tennessee
$135K -$19.3K -38 -13%
TCM
3223
TD Capital Management
Tennessee
$134K +$509 +1 +0.4%
FPB
3224
First PREMIER Bank
South Dakota
$130K
UFF
3225
USA Financial Formulas
Michigan
$129K +$30.6K +60 +31%