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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 %
TCM
1026
Telos Capital Management
California
$7.27M -$140K -275 -2%
MSWM
1027
Mader & Shannon Wealth Management
Missouri
$7.25M -$332K -652 -4%
ACM
1028
Aljian Capital Management
Nevada
$7.24M -$171K -336 -2%
FHB
1029
First Hawaiian Bank
Hawaii
$7.21M -$1.43M -2,806 -17%
NGA
1030
Naples Global Advisors
Florida
$7.17M +$257K +504 +4%
VCWA
1031
Vanguard Capital Wealth Advisors
Colorado
$7.16M +$71.3K +140 +1%
TPA
1032
Trivium Point Advisory
Connecticut
$7.14M +$354K +696 +5%
CCFCSB
1033
Cape Cod Five Cents Savings Bank
Massachusetts
$7.14M +$145K +284 +2%
LCM
1034
Liberty Capital Management
Michigan
$7.13M +$55.5K +109 +0.8%
TL
1035
Tradewinds LLC
North Carolina
$7.12M -$6.26M -12,294 -47%
BWS
1036
Buck Wealth Strategies
Colorado
$7.11M +$7.11M +13,965 New
Verition Fund Management
1037
Verition Fund Management
Connecticut
$7.11M -$81K -159 -1%
KFP
1038
KMG Fiduciary Partners
Ohio
$7.07M -$252K -495 -3%
DSC
1039
Duncker Streett & Co
Missouri
$7.06M -$83.5K -164 -1%
RMC
1040
Resources Management Corp
Connecticut
$7.05M +$287K +563 +4%
CBTWT
1041
Community Bank & Trust (Waco, Texas)
Texas
$7.03M +$13.2K +26 +0.2%
HTIM
1042
Harbour Trust & Investment Management
Indiana
$7.03M +$795K +1,561 +13%
SC
1043
Syon Capital
California
$7.03M +$484K +951 +7%
FB
1044
Fulton Bank
Pennsylvania
$6.97M +$332K +651 +5%
CWM
1045
CMH Wealth Management
New Hampshire
$6.97M +$150K +295 +2%
ECML
1046
Eagle Capital Management (Louisiana)
Louisiana
$6.93M -$111K -217 -2%
SAM
1047
Simplify Asset Management
Nevada
$6.93M +$5.96M +11,700 +616%
TW
1048
TritonPoint Wealth
Maryland
$6.92M +$545K +1,070 +9%
GIP
1049
Granite Investment Partners
California
$6.91M -$480K -943 -6%
PWM
1050
Perigon Wealth Management
California
$6.9M -$149K -293 -2%