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UnitedHealth

3,369 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
3,369
Holders Change
+18
Holders Change %
+0.54%
% of All Funds
49%
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 %
EFI
3476
EHP Funds Inc
Canada
-$247K -500 Closed
AFS
3477
Axiom Financial Strategies
Indiana
-$242K -490 Closed
LWM
3478
Lakeridge Wealth Management
Ohio
-$242K -489 Closed
CSIA
3479
Charles Schwab Investment Advisory
California
-$240K -484 Closed
HBWM
3480
Hollow Brook Wealth Management
New York
-$236K -478 Closed
GCM
3481
Graham Capital Management
Connecticut
-$236K -477 Closed
WDL
3482
Well Done LLC
Michigan
-$235K -475 Closed
RWM
3483
Revisor Wealth Management
Ohio
-$239K -469 Closed
MWM
3484
McNaughton Wealth Management
California
-$228K -460 Closed
IPWA
3485
International Private Wealth Advisors
California
-$228K -460 Closed
JC
3486
Jacobs & Co
California
-$227K -459 Closed
FIBT
3487
First International Bank & Trust
North Dakota
-$225K -454 Closed
SL
3488
Summitry LLC
California
-$217K -439 Closed
WA
3489
WESPAC Advisors
California
-$217K -439 Closed
DWM
3490
Destination Wealth Management
California
-$214K -432 Closed
MAG
3491
Mayfair Advisory Group
Alabama
-$212K -428 Closed
FL
3492
Fort LP
Maryland
-$211K -427 Closed
AIP
3493
Almanack Investment Partners
Pennsylvania
-$211K -426 Closed
FP
3494
Fiduciary Planning
Florida
-$208K -421 Closed
PWMG
3495
Pinnacle Wealth Management Group
Michigan
-$205K -415 Closed
MWM
3496
Meritas Wealth Management
California
-$204K -413 Closed
LAM
3497
Lifestyle Asset Management
Texas
-$204K -413 Closed
VL
3498
Vima LLC
Michigan
-$194K -411 Closed
XT
3499
XTX Topco
Cayman Islands
-$203K -411 Closed
WTFG
3500
Wells Trecaso Financial Group
Ohio
-$202K -409 Closed