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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 %
PCWA
3351
Pacific Capital Wealth Advisors
California
$68.4K -$39.8K -68 -37%
RWA
3352
Redmont Wealth Advisors
Illinois
$67.2K
LWA
3353
Lowe Wealth Advisors
Maryland
$62.9K
HF
3354
Halpern Financial
Virginia
$62.8K +$3.55K +6 +6%
RFG
3355
REAP Financial Group
Texas
$62.7K +$31.1K +53 +98%
SC
3356
Solstein Capital
California
$60.8K
HWM
3357
Horizons Wealth Management
North Carolina
$58.7K
UOTTAIMCU
3358
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$58.5K
LIS
3359
Legacy Investment Solutions
Idaho
$57K +$57K +94 New
LWMI
3360
Legacy Wealth Management (Idaho)
Idaho
$57K +$57K +94 New
FRA
3361
Front Row Advisors
California
$56.1K -$49.7K -85 -47%
BTC
3362
Bank & Trust Company
Illinois
$56.1K -$10.5K -18 -16%
GJIA
3363
Glass Jacobson Investment Advisors
Maryland
$55K
GIS
3364
Grayhawk Investment Strategies
Alberta, Canada
$55K
HWP
3365
Highline Wealth Partners
California
$54.5K +$2.93K +5 +6%
CSC
3366
Cove Street Capital
California
$52.6K +$52.6K +90 New
RWM
3367
Ruedi Wealth Management
Illinois
$51.2K -$6.47K -11 -11%
FF
3368
Friedenthal Financial
New Jersey
$50.9K +$50.9K +87 New
PCA
3369
Providence Capital Advisors
North Carolina
$46.8K
TCG
3370
Transcendent Capital Group
Oklahoma
$46.2K
CMA
3371
Cedar Mountain Advisors
Oregon
$45.1K -$3.51K -6 -7%
EA
3372
Evolution Advisers
Virginia
$45K
RTL
3373
Red Tortoise LLC
Georgia
$44.9K
CIR
3374
Clear Investment Research
Georgia
$44.8K +$1.77K +3 +4%
OLVIG
3375
Oliver Lagore Vanvalin Investment Group
Michigan
$43.3K +$5.85K +10 +16%