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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 %
BCM
776
Brookstone Capital Management
Illinois
$13M -$2.29M -4,001 -15%
AC
777
Addenda Capital
Quebec, Canada
$13M +$354K +696 +3%
CIA
778
Covington Investment Advisors
Pennsylvania
$13M +$312K +613 +2%
DAS
779
Dynamic Advisor Solutions
Arizona
$13M +$240K +472 +2%
HFS
780
Haverford Financial Services
Pennsylvania
$13M -$15.8K -31 -0.1%
BCMO
781
Buckingham Capital Management (Ohio)
Ohio
$13M +$85.6K +168 +0.7%
LF
782
Longbow Finance
Switzerland
$13M -$744K -1,461 -5%
SAM
783
Silvercrest Asset Management
New York
$13M +$133K +262 +1%
GP
784
Girard Partners
Pennsylvania
$12.9M -$205K -403 -2%
TW
785
Transform Wealth
Colorado
$12.9M -$3.77M -7,408 -23%
MC
786
Muhlenkamp & Co
Pennsylvania
$12.8M +$5.6K +11 +0%
KFS
787
Kurt F. Somerville
$12.8M +$851K +1,672 +7%
LOPW
788
Live Oak Private Wealth
North Carolina
$12.8M +$363K +713 +3%
CCM
789
Coldstream Capital Management
Washington
$12.8M +$240K +471 +2%
BSW
790
Buckingham Strategic Wealth
Missouri
$12.8M +$25.5K +50 +0.2%
RIG
791
RiverFront Investment Group
Virginia
$12.8M +$1.15M +2,254 +10%
TSS
792
Two Sigma Securities
New York
$12.8M -$7.21M -14,160 -36%
SW
793
SVB Wealth
Massachusetts
$12.8M -$1.51M -2,964 -11%
SFM
794
Soros Fund Management
New York
$12.7M +$12.7M +25,001 New
GL
795
Governors Lane
New York
$12.7M +$2.55M +5,000 +25%
CSPIA
796
Cary Street Partners Investment Advisory
Virginia
$12.7M +$922K +1,810 +8%
Walleye Capital
797
Walleye Capital
New York
$12.7M +$225K +441 +2%
MAA
798
Matrix Asset Advisors
New York
$12.7M -$49.4K -97 -0.4%
JSSH
799
J. Safra Sarasin Holding
$12.6M +$12.6M +24,976 New
RC
800
Roundview Capital
New Jersey
$12.6M -$1.34M -2,625 -10%