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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 %
PCA
3301
Providence Capital Advisors
North Carolina
$40.7K -$509 -1 -1%
TCG
3302
Transcendent Capital Group
Oklahoma
$40.2K +$1.53K +3 +4%
RTL
3303
Red Tortoise LLC
Georgia
$39.1K +$1.52K +3 +4%
EA
3304
Evolution Advisers
Virginia
$39K +$1.01K +2 +3%
CIR
3305
Clear Investment Research
Georgia
$37.4K -$8.71K -17 -19%
CWM
3306
CarsonAllaria Wealth Management
Illinois
$36.5K
VF
3307
VitalStone Financial
Texas
$35.6K +$30.6K +60 +600%
SR
3308
Syntax Research
Florida
$34.1K
TAM
3309
Tucker Asset Management
Colorado
$33.6K -$7.13K -14 -18%
ETS
3310
ESL Trust Services
New York
$33.6K +$33.6K +66 New
QL
3311
Quarry LP
New York
$33.1K +$18.8K +37 +132%
OLVIG
3312
Oliver Lagore Vanvalin Investment Group
Michigan
$32.6K -$47.4K -93 -59%
SRCM
3313
Signature Resources Capital Management
California
$32.1K +$9.17K +18 +40%
NCM
3314
Northwest Capital Management
Oregon
$31.6K -$44.8K -88 -59%
SCA
3315
Stuart Chaussee & Associates
California
$31.1K
CWM
3316
Cranbrook Wealth Management
Michigan
$30.6K
DWA
3317
Delos Wealth Advisors
Texas
$30.6K
BFA
3318
BBJS Financial Advisors
Washington
$30.6K +$30.6K +60 New
OBWP
3319
O'Brien Wealth Partners
Massachusetts
$29K -$3.57K -7 -11%
DMKJ
3320
David M. Knott Jr
$29K
CFS
3321
CGC Financial Services
Oregon
$28K
RFG
3322
REAP Financial Group
Texas
$27.6K -$2.55K -5 -8%
GGI
3323
Godsey & Gibb Inc
Virginia
$27.5K -$16.3K -32 -37%
MIM
3324
Macroview Investment Management
Maryland
$27.5K +$23.9K +47 +671%
TWD
3325
True Wealth Design
Ohio
$25.5K