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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 %
A
3301
AlphaQuest
New York
$137K -$920K -1,574 -87%
CH
3302
Canton Hathaway
Rhode Island
$134K
DAM
3303
Delta Asset Management
Tennessee
$133K -$4.09K -7 -3%
MFT
3304
Moisand Fitzgerald Tamayo
Florida
$131K -$17K -29 -11%
MIHAS
3305
Maj Invest Holding A/S
Denmark
$130K
RAM
3306
Riggs Asset Management
Pennsylvania
$127K +$585 +1 +0.5%
FG
3307
Fairman Group
Pennsylvania
$127K
MWA
3308
MFA Wealth Advisors
Pennsylvania
$126K -$56.1K -96 -31%
CSWM
3309
Cassady Schiller Wealth Management
Ohio
$122K
TWD
3310
True Wealth Design
Ohio
$121K +$91.8K +157 +314%
VWA
3311
Valued Wealth Advisors
Utah
$121K +$17K +29 +16%
WSC
3312
Wellington Shields & Co
New York
$120K -$19.3K -33 -14%
RWM
3313
Reston Wealth Management
Virginia
$119K +$119K +203 New
CFG
3314
CKW Financial Group
Hawaii
$117K
ACA
3315
American Capital Advisory
Idaho
$117K -$585 -1 -0.5%
SGC
3316
Slocum, Gordon & Co
Rhode Island
$117K
BMC
3317
Bear Mountain Capital
Washington
$111K
WAM
3318
WFA Asset Management
Wisconsin
$109K +$583 +1 +0.5%
FCG
3319
Financial Connections Group
California
$107K -$23.3K -40 -18%
AWM
3320
Activest Wealth Management
Florida
$106K
WAG
3321
Wiser Advisor Group
Arizona
$105K
PA
3322
Pineridge Advisors
Missouri
$101K -$12.3K -21 -11%
KWAG
3323
Kiely Wealth Advisory Group
North Carolina
$98.9K
DWS
3324
Dynamic Wealth Strategies
California
$98K -$2.35K -4 -2%
TPW
3325
Talon Private Wealth
Florida
$97.6K +$97.6K +167 New