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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 %
AC
1226
Arjuna Capital
North Carolina
$4.87M -$3.46M -6,789 -42%
UHC
1227
Union Heritage Capital
Michigan
$4.83M
IHL
1228
Investment House LLC
California
$4.83M -$40.7K -80 -0.8%
HAS
1229
HBW Advisory Services
California
$4.8M +$263K +516 +6%
MAM
1230
Milestone Asset Management
Pennsylvania
$4.8M -$1.9M -3,737 -28%
SEEDPG
1231
S.E.E.D. Planning Group
New York
$4.79M +$380K +747 +9%
CWAG
1232
Compton Wealth Advisory Group
Virginia
$4.79M +$166K +326 +4%
KWM
1233
Keebeck Wealth Management
Illinois
$4.79M -$97.3K -191 -2%
TVWM
1234
Tower View Wealth Management
Wisconsin
$4.77M -$57.5K -113 -1%
GAG
1235
GM Advisory Group
New York
$4.77M -$1.65M -3,247 -26%
Parallax Volatility Advisers
1236
Parallax Volatility Advisers
California
$4.76M +$4.76M +9,345 New
PWG
1237
Portside Wealth Group
Utah
$4.76M -$145K -284 -3%
TP
1238
Tranquility Partners
Tennessee
$4.75M -$61.7K -121 -1%
WSFS
1239
Wilmington Savings Fund Society
Delaware
$4.75M +$49.9K +98 +1%
LC
1240
Legacy CG
Texas
$4.74M -$140K -274 -3%
FWP
1241
FAS Wealth Partners
Kansas
$4.74M +$139K +272 +3%
MNBTD
1242
Moody National Bank Trust Division
Texas
$4.72M +$89.1K +175 +2%
IB
1243
Intrust Bank
Kansas
$4.7M -$155K -305 -3%
MIA
1244
MMBG Investment Advisors
Florida
$4.7M
BHPW
1245
Beverly Hills Private Wealth
California
$4.69M +$284K +557 +6%
FNBOMD
1246
First National Bank of Mount Dora
Florida
$4.68M -$360K -706 -7%
AWA
1247
Arkadios Wealth Advisors
Georgia
$4.67M -$120K -235 -2%
GWMR
1248
GC Wealth Management RIA
Massachusetts
$4.66M +$311K +610 +7%
MBTD
1249
Mechanics Bank - Trust Department
California
$4.65M -$262K -514 -5%
PP
1250
Pegasus Partners
Wisconsin
$4.65M -$1.19M -2,327 -20%