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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 %
CAM
751
Crake Asset Management
United Kingdom
$13.7M -$26.5M -52,000 -66%
BWFA
752
Baltimore-Washington Financial Advisors
Maryland
$13.7M -$154K -302 -1%
ANBT
753
American National Bank & Trust
Texas
$13.7M +$1.09M +2,138 +9%
AWAG
754
ARS Wealth Advisors Group
Florida
$13.7M +$432K +848 +3%
TIP
755
Torray Investment Partners
Maryland
$13.7M +$20.4K +40 +0.1%
VWM
756
Venturi Wealth Management
Texas
$13.7M +$910K +1,786 +7%
CCP
757
Clough Capital Partners
Massachusetts
$13.6M +$12.9M +25,380 +1,853%
SAM
758
Sectoral Asset Management
Quebec, Canada
$13.6M +$1.78M +3,500 +15%
P
759
&Partners
Tennessee
$13.6M +$11.1M +21,812 +454%
LBC
760
Lowe Brockenbrough & Co
Virginia
$13.5M -$1.99M -3,909 -13%
LGWM
761
Litman Gregory Wealth Management
California
$13.5M +$1.08M +2,116 +9%
GS
762
GTS Securities
New York
$13.5M +$12.1M +23,680 +856%
AMI
763
Amica Mutual Insurance
Rhode Island
$13.4M
HCA
764
Hyperion Capital Advisors
New York
$13.4M +$1.5M +2,942 +13%
BJL
765
Brighton Jones LLC
Washington
$13.4M +$4.31M +8,458 +47%
ACA
766
Anchor Capital Advisors
Massachusetts
$13.4M -$1.73M -3,405 -11%
PJSIMP
767
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.3M -$383K -753 -3%
HT
768
Heritage Trust
Oklahoma
$13.3M +$72.8K +143 +0.6%
VHAM
769
Van Hulzen Asset Management
California
$13.2M +$70.8K +139 +0.5%
CWP
770
Cyndeo Wealth Partners
Florida
$13.2M +$1.04M +2,041 +9%
CIC
771
Carnegie Investment Counsel
Ohio
$13.2M -$2.49M -4,899 -16%
NPPM
772
North Point Portfolio Managers
Ohio
$13.2M -$151K -297 -1%
BP
773
BNP Paribas
France
$13.1M -$82.5K -162 -0.6%
JCM
774
Janney Capital Management
Pennsylvania
$13.1M -$365K -716 -3%
EH
775
Equitable Holdings
New York
$13.1M -$138K -270 -1%