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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 %
GIA
951
GHP Investment Advisors
Colorado
$8.62M +$112K +219 +1%
UAM
952
Unison Asset Management
Florida
$8.61M +$1.27M +2,502 +17%
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$8.61M -$207K -407 -2%
ANTB
954
AMG National Trust Bank
Colorado
$8.6M +$704K +1,383 +9%
LNB
955
Ledyard National Bank
$8.57M +$373K +732 +5%
SWS
956
SYSTM Wealth Solutions
Illinois
$8.56M -$460K -904 -5%
AWM
957
Avitas Wealth Management
California
$8.56M -$115K -226 -1%
TWM
958
Tradition Wealth Management
Minnesota
$8.55M +$78.4K +154 +0.9%
AT
959
American Trust
Kentucky
$8.52M -$379K -744 -4%
VCA
960
Verdence Capital Advisors
Maryland
$8.51M +$68.2K +134 +0.8%
BWM
961
Bulltick Wealth Management
Florida
$8.51M +$2.6M +5,111 +44%
BEC
962
Blue Edge Capital
Virginia
$8.47M -$14.3K -28 -0.2%
SC
963
Stolper & Co
Oklahoma
$8.44M +$126K +248 +2%
BP
964
Ballentine Partners
Massachusetts
$8.41M -$1.52M -2,981 -15%
MJP
965
Michael J. Puzo
$8.41M +$487K +957 +6%
OCM
966
Olstein Capital Management
New York
$8.4M +$1.02M +2,000 +14%
WC
967
Winmill & Co
New York
$8.39M
FFA
968
Fragasso Financial Advisors
Pennsylvania
$8.36M +$245K +482 +3%
SVCP
969
Silicon Valley Capital Partners
California
$8.35M +$986K +1,936 +13%
AG
970
AIA Group
Hong Kong
$8.35M +$316K +621 +4%
BWA
971
Burt Wealth Advisors
Maryland
$8.34M -$487K -957 -6%
BFIC
972
Bedell Frazier Investment Counselling
California
$8.27M +$1.02M +2,004 +14%
BFC
973
Blue Fin Capital
Rhode Island
$8.25M +$132K +259 +2%
GIM
974
Goelzer Investment Management
Indiana
$8.24M -$1.09M -2,147 -12%
RDWM
975
Red Door Wealth Management
Tennessee
$8.22M +$542K +1,064 +7%