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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 %
LFA
3276
Legend Financial Advisors
Pennsylvania
$63.1K -$5.09K -10 -7%
TLA
3277
Tanglewood Legacy Advisors
Texas
$62.1K
BAM
3278
Bellevue Asset Management
Washington
$62.1K
AFS
3279
Annapolis Financial Services
Maryland
$61.1K
OAJ
3280
Ogorek Anthony Joseph
New York
$61K
JEST
3281
JTC Employer Solutions Trustee
Jersey
$61K
RWMG
3282
Redwood Wealth Management Group
New Jersey
$60.6K +$60.6K +119 New
TCM
3283
TruNorth Capital Management
Michigan
$59.1K +$42.8K +84 +263%
RWA
3284
Redmont Wealth Advisors
Illinois
$58.6K
BTC
3285
Bank & Trust Company
Illinois
$58.1K +$58.1K +114 New
HWM
3286
Horizons Wealth Management
North Carolina
$56.8K
LWA
3287
Lowe Wealth Advisors
Maryland
$54.7K -$2.03K -4 -4%
CHA
3288
Carmichael Hill & Associates
Maryland
$54K
SC
3289
Solstein Capital
California
$53K
UOTTAIMCU
3290
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.9K -$4.77M -9,369 -99%
HF
3291
Halpern Financial
Virginia
$50.9K -$25.5K -50 -33%
RWM
3292
Ruedi Wealth Management
Illinois
$50.2K +$11.3K +22 +29%
KHC
3293
Koesten Hirschmann & Crabtree
Kansas
$49.5K
GJIA
3294
Glass Jacobson Investment Advisors
Maryland
$47.9K
GIS
3295
Grayhawk Investment Strategies
Alberta, Canada
$47.9K -$59.1K -116 -55%
IRC
3296
Investors Research Corp
Georgia
$45.3K
HWP
3297
Highline Wealth Partners
California
$44.9K +$26.5K +52 +144%
JSP
3298
Jackson Square Partners
California
$44.8K -$42.3K -83 -49%
FW
3299
Fairway Wealth
Ohio
$43.3K +$43.3K +85 New
CMA
3300
Cedar Mountain Advisors
Oregon
$42.3K