UNH icon

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 %
FRA
3251
Front Row Advisors
California
$92.2K +$10.2K +20 +12%
WAG
3252
Wiser Advisor Group
Arizona
$91K +$1.02K +2 +1%
KWAG
3253
Kiely Wealth Advisory Group
North Carolina
$90.4K
VWA
3254
Valued Wealth Advisors
Utah
$90.3K +$1.53K +3 +2%
DWS
3255
Dynamic Wealth Strategies
California
$87K +$1.53K +3 +2%
CMP
3256
Coston McIsaac & Partners
Maine
$86K +$506 +1 +0.6%
EPW
3257
Evergreen Private Wealth
Colorado
$84.5K +$33.6K +66 +66%
CB
3258
Chris Bulman
California
$82K +$82K +161 New
BHWM
3259
Bay Harbor Wealth Management
Maryland
$82K
CCMI
3260
Creative Capital Management Investments
California
$81.5K
GG
3261
Gleason Group
Kentucky
$80.8K +$508 +1 +0.6%
SFC
3262
Strategic Financial Concepts
Texas
$80.1K +$79.9K +231,491 +43,843%
IWP
3263
IAG Wealth Partners
Wisconsin
$78.4K +$11.7K +23 +18%
W
3264
WealthCollab
Washington
$77.4K
HC
3265
Hoese & Co
Minnesota
$74.3K -$23.8K -48 -24%
RBC
3266
Roble Belko & Company
Pennsylvania
$74K
DFA
3267
DHJJ Financial Advisors
Illinois
$73.7K +$10.2K +20 +16%
RS
3268
Rakuten Securities
Japan
$71.8K -$324K -636 -82%
NMG
3269
New Millennium Group
Utah
$68.6K +$68.6K +135 New
DPW
3270
DiNuzzo Private Wealth
Pennsylvania
$68.2K +$3.57K +7 +6%
KFS
3271
Kelly Financial Services
Massachusetts
$67.8K +$23.4K +46 +53%
GWM
3272
Guardian Wealth Management
Illinois
$65.9K
BHWM
3273
Beaird Harris Wealth Management
Texas
$65.1K -$2.04K -4 -3%
RI
3274
Ridgewood Investments
New Jersey
$63.8K +$63.8K +125 New
WOC
3275
West Oak Capital
California
$63.7K