UNH icon

UnitedHealth

3,437 hedge funds and large institutions have $466B invested in UnitedHealth in 2024 Q3 according to their latest regulatory filings, with 240 funds opening new positions, 1,403 increasing their positions, 1,414 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,437
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.72%
Holding in Top 10
313
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+16.79%
% of All Funds
4.53%
New
240
Increased
1,403
Reduced
1,414
Closed
131
Calls
$4.64B
Puts
$4.89B
Net Calls
-$249M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
3276
Aspect Partners
Virginia
$187K
BWAM
3277
Boyd Watterson Asset Management
Ohio
$186K -$7.6K -13 -4%
HWM
3278
HighMark Wealth Management
Minnesota
$185K +$7.6K +13 +4%
BBPWM
3279
Blue Bell Private Wealth Management
Pennsylvania
$183K +$16.4K +28 +10%
MFG
3280
Mendota Financial Group
Wisconsin
$183K -$12.9K -22 -7%
MB
3281
Mizuho Bank
Japan
$181K
BIC
3282
Beach Investment Counsel
Pennsylvania
$175K
YAL
3283
Your Advocates Ltd
Texas
$174K
CPG
3284
Cornerstone Planning Group
New Jersey
$173K -$2.82K -5 -2%
SWS
3285
SYSTM Wealth Solutions
Illinois
$173K -$9.66M -16,517 -98%
MSWM
3286
Mowery & Schoenfeld Wealth Management
Illinois
$171K
NMM
3287
Naples Money Management
Florida
$170K
BHWM
3288
Beaird Harris Wealth Management
Texas
$168K +$93K +159 +124%
AJ
3289
Ashburton (Jersey)
Jersey
$163K
BCM
3290
Blume Capital Management
California
$161K
FWM
3291
FSA Wealth Management
Massachusetts
$160K +$160K +274 New
FPB
3292
First PREMIER Bank
South Dakota
$160K +$10.5K +18 +7%
AWM
3293
Abound Wealth Management
Tennessee
$155K
TCM
3294
TD Capital Management
Tennessee
$155K +$584 +1 +0.4%
HBT
3295
Hills Bank & Trust
Iowa
$151K +$7.02K +12 +5%
AW
3296
Avion Wealth
Texas
$145K +$6.99K +12 +5%
TCM
3297
Tradewinds Capital Management
Washington
$143K -$18.1K -31 -11%
RP
3298
Rowlandmiller & Partners
Georgia
$143K
DPW
3299
DiNuzzo Private Wealth
Pennsylvania
$141K +$63.1K +108 +81%
NIMI
3300
Natixis Investment Managers International
France
$139K