UNH icon

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 %
GGI
1076
GPM Growth Investors
Michigan
$6.39M +$6.39M +12,557 New
WA
1077
Waverly Advisors
Alabama
$6.39M +$693K +1,360 +12%
WAM
1078
Weatherly Asset Management
California
$6.38M -$281K -552 -4%
WPP
1079
Whalerock Point Partners
Rhode Island
$6.34M +$179K +352 +3%
LC
1080
Lindbrook Capital
California
$6.33M -$647K -1,271 -9%
MFG
1081
Merit Financial Group
Georgia
$6.32M +$309K +607 +5%
HEIP
1082
Hudson Edge Investment Partners
New Jersey
$6.32M -$180K -353 -3%
LHC
1083
Little House Capital
Massachusetts
$6.3M +$398K +782 +7%
JRP
1084
Jasper Ridge Partners
California
$6.3M
FMB
1085
Field & Main Bank
Kentucky
$6.3M -$104K -204 -2%
LCC
1086
Lincoln Capital Corp
Rhode Island
$6.29M -$2.73M -5,351 -30%
APSI
1087
Asset Planning Services Inc
Louisiana
$6.27M -$227K -445 -3%
BCM
1088
Bayesian Capital Management
New York
$6.26M +$6.26M +12,300 New
WIA
1089
World Investment Advisors
California
$6.24M +$4.96M +9,739 +388%
MS
1090
Marshall & Sullivan
Washington
$6.21M -$89.6K -176 -1%
IAS
1091
Insigneo Advisory Services
Florida
$6.21M +$511K +897 +9%
LSAG
1092
Lake Street Advisors Group
New Hampshire
$6.2M +$15.8K +31 +0.3%
CANC
1093
Culbertson A N & Co
Virginia
$6.17M -$6.62K -13 -0.1%
CFGS
1094
Concourse Financial Group Securities
Alabama
$6.17M -$62.6K -123 -1%
SCP
1095
Stamos Capital Partners
California
$6.16M +$998K +1,960 +19%
PCTC
1096
Perkins Coie Trust Company
Washington
$6.15M -$95.7K -188 -2%
SWIG
1097
Strategic Wealth Investment Group
Kentucky
$6.12M +$6.12M +12,382 New
STA
1098
Summit Trail Advisors
New York
$6.12M +$1.53M +2,999 +33%
SFS
1099
Stiles Financial Services
Minnesota
$6.1M +$131K +257 +2%
RWM
1100
RBA Wealth Management
California
$6.08M +$79.4K +156 +1%