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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 %
WS
801
Wedbush Securities
California
$12.6M -$998K -1,959 -7%
TAM
802
Tocqueville Asset Management
New York
$12.6M -$264K -519 -2%
SF
803
Summit Financial
New Jersey
$12.5M +$3.48M +6,837 +39%
FNFDCM
804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.5M +$246K +484 +2%
SAM
805
Synergy Asset Management
Washington
$12.4M -$3.72M -7,311 -23%
CIS
806
Capital International Sarl
California
$12.4M +$2.76M +5,411 +29%
MGIA
807
Moneta Group Investment Advisors
Missouri
$12.3M +$1.45M +2,840 +13%
LCM
808
Logan Capital Management
Pennsylvania
$12.3M -$574K -1,127 -4%
CGH
809
Crossmark Global Holdings
Texas
$12.3M -$8.77M -17,229 -42%
LNWWM
810
Laird Norton Wetherby Wealth Management
California
$12.3M -$780K -1,532 -6%
AHB
811
Abner Herrman & Brock
New Jersey
$12.1M -$252K -495 -2%
WP
812
Waycross Partners
Kentucky
$12.1M +$10M +19,687 +492%
IWC
813
Integrated Wealth Concepts
Massachusetts
$12M +$827K +1,623 +7%
MMA
814
Miracle Mile Advisors
California
$11.9M -$1.36M -2,661 -10%
MC
815
Miramar Capital
Illinois
$11.9M +$829K +1,627 +7%
AR
816
Advisory Research
Illinois
$11.8M +$434K +853 +4%
HNW
817
High Note Wealth
Minnesota
$11.8M +$516K +1,013 +5%
LIM
818
Leavell Investment Management
Alabama
$11.7M +$447K +877 +4%
PCA
819
Pallas Capital Advisors
Massachusetts
$11.7M +$486K +861 +4%
RS
820
Robeco Schweiz
Switzerland
$11.7M
PI
821
PEAK6 Investments
Illinois
$11.7M +$4.99M +9,805 +75%
CM
822
Churchill Management
California
$11.7M -$176K -346 -1%
Capstone Investment Advisors
823
Capstone Investment Advisors
New York
$11.7M +$1.1M +2,164 +10%
WCF
824
West Coast Financial
California
$11.6M +$161K +316 +1%
NSAM
825
North Star Asset Management
Wisconsin
$11.6M +$1.5M +2,938 +15%