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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 %
CT
1101
Chicago Trust
Illinois
$6.07M -$298K -586 -5%
MMG
1102
Monetary Management Group
Missouri
$6.05M -$25.5K -50 -0.4%
CFSG
1103
Community Financial Services Group
Vermont
$6.04M +$394K +774 +7%
FFA
1104
Farther Finance Advisors
California
$6.03M +$1.74M +3,517 +41%
CWG
1105
Cornerstone Wealth Group
North Carolina
$6.03M +$442K +867 +8%
SHFP
1106
Second Half Financial Partners
Florida
$6.02M +$3.06M +6,000 +103%
CHC
1107
City Holding Co
West Virginia
$5.98M +$106K +208 +2%
BWL
1108
Bogart Wealth LLC
Virginia
$5.97M -$1.44M -2,828 -19%
ZIG
1109
Zurich Insurance Group
Switzerland
$5.96M
WANY
1110
Wealthspire Advisors (New York)
New York
$5.96M -$270K -531 -4%
RWM
1111
Rockline Wealth Management
New York
$5.95M +$191K +375 +3%
TAIM
1112
Te Ahumairangi Investment Management
New Zealand
$5.93M -$1.08M -2,120 -15%
DWM
1113
Dynasty Wealth Management
Florida
$5.93M +$81K +159 +1%
CWM
1114
Connecticut Wealth Management
Connecticut
$5.92M -$324K -636 -5%
WPW
1115
Waldron Private Wealth
Pennsylvania
$5.92M +$8.15K +16 +0.1%
NS
1116
NBC Securities
Alabama
$5.91M -$77.9K -153 -1%
VPI
1117
Value Partners Investments
Manitoba, Canada
$5.9M +$38.2K +75 +0.7%
JIP
1118
Jaffetilchin Investment Partners
Florida
$5.9M +$180K +354 +3%
LA
1119
Legacy Advisors
Pennsylvania
$5.89M -$268K -527 -4%
PI
1120
PFG Investments
New York
$5.88M -$672K -1,320 -10%
IAN
1121
Integrated Advisors Network
Texas
$5.87M -$3.7M -7,275 -39%
TC
1122
Trium Capital
United Kingdom
$5.87M -$2.18M -4,283 -27%
CT
1123
Clearstead Trust
Maine
$5.87M -$178K -349 -3%
RIM
1124
Reliant Investment Management
Tennessee
$5.86M -$10.7K -21 -0.2%
QCG
1125
Quadrant Capital Group
Ohio
$5.86M +$259K +509 +5%