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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 %
JAG
1251
Journey Advisory Group
Kentucky
$4.65M -$30.6K -60 -0.7%
BW
1252
Bison Wealth
Georgia
$4.63M
DRD
1253
Dennis R. Delaney
$4.63M +$362K +710 +8%
BDFN
1254
Bond & Devick Financial Network
Minnesota
$4.63M +$15.3K +30 +0.3%
FCP
1255
Fidelis Capital Partners
Florida
$4.62M +$173K +306 +4%
IA
1256
Icon Advisers
Colorado
$4.61M
CAM
1257
Centre Asset Management
New York
$4.58M +$99.8K +196 +2%
VU
1258
Vanderbilt University
Tennessee
$4.57M +$1.19M +2,334 +35%
MCP
1259
Martin Capital Partners
Oregon
$4.55M -$119K -233 -3%
PDL
1260
Portfolio Design Labs
California
$4.55M +$223K +437 +5%
BAM
1261
Belpointe Asset Management
Nevada
$4.53M +$123K +242 +3%
CAS
1262
CTC Alternative Strategies
Illinois
$4.53M +$4.53M +8,895 New
JWCA
1263
J.W. Cole Advisors
Florida
$4.53M +$1.87M +3,672 +70%
SRA
1264
Secured Retirement Advisors
Minnesota
$4.53M +$604K +1,187 +15%
LA
1265
Lindenwold Advisors
Pennsylvania
$4.52M -$28.5K -56 -0.6%
RFN
1266
RDA Financial Network
Iowa
$4.52M +$185K +363 +4%
LFG
1267
Larson Financial Group
Missouri
$4.51M +$177K +348 +4%
IFAM
1268
Institutional & Family Asset Management
Colorado
$4.51M -$26.5K -52 -0.6%
ITC
1269
Inspire Trust Company
Nevada
$4.51M +$3M +5,884 +198%
IWM
1270
IHT Wealth Management
Illinois
$4.5M +$105K +205 +2%
NC
1271
NBW Capital
Massachusetts
$4.5M +$113K +221 +3%
CFM
1272
Capricorn Fund Managers
United Kingdom
$4.48M +$1.18M +2,317 +36%
BC
1273
Belmont Capital
California
$4.48M +$4M +7,864 +843%
Koshinski Asset Management
1274
Koshinski Asset Management
Illinois
$4.48M +$193K +392 +5%
SCP
1275
Shorepoint Capital Partners
Massachusetts
$4.47M +$589K +1,156 +15%