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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 %
RBA
826
Richard Bernstein Advisors
New York
$11.5M +$509 +1 +0%
BFIM
827
Beese Fulmer Investment Management
Ohio
$11.4M +$946K +1,858 +9%
PGAM
828
Princeton Global Asset Management
New Jersey
$11.4M +$448K +879 +4%
GT
829
Greenleaf Trust
Michigan
$11.4M -$388K -762 -3%
PA
830
Procyon Advisors
Connecticut
$11.4M +$131K +257 +1%
PIM
831
Plato Investment Management
Australia
$11.3M +$1.28M +2,520 +13%
AIM
832
Anchor Investment Management
South Carolina
$11.3M +$978K +1,920 +9%
AMBIA
833
Allen Mooney & Barnes Investment Advisors
Georgia
$11.2M +$67.2K +132 +0.6%
PHK
834
Point72 Hong Kong
Hong Kong
$11.2M +$1.13M +2,221 +11%
BIAS
835
Beacon Investment Advisory Services
New Jersey
$11.2M -$4.82M -9,466 -30%
AF
836
Ally Financial
Michigan
$11.2M +$2.55M +5,000 +29%
AG
837
Ascent Group
Virginia
$11.2M -$147K -289 -1%
SFA
838
Sequoia Financial Advisors
Ohio
$11.2M +$750K +1,472 +7%
ROC
839
Running Oak Capital
Minnesota
$11.2M +$1.85M +3,624 +20%
MWM
840
Mission Wealth Management
California
$11.1M -$1.61M -3,156 -13%
WIC
841
Woodmont Investment Counsel
Tennessee
$11.1M +$451K +886 +4%
PS
842
Principal Securities
Iowa
$11.1M +$667K +1,310 +6%
SIMG
843
Sonora Investment Management Group
Arizona
$11.1M
CAM
844
Cozad Asset Management
Illinois
$11.1M +$1.66M +3,265 +18%
MA
845
Mutual Advisors
Nebraska
$11M -$106K -187 -1%
WAS
846
Wealth Advisory Solutions
Indiana
$11M +$1.15M +2,262 +12%
WF
847
WoodTrust Financial
Wisconsin
$11M +$190K +374 +2%
DAC
848
Dividend Assets Capital
South Carolina
$11M -$69.3K -136 -0.6%
BFG
849
Berger Financial Group
Minnesota
$11M +$4.58K +9 +0%
SAM
850
Smithbridge Asset Management
Pennsylvania
$11M -$566K -1,111 -5%