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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 %
EBT
1276
Enterprise Bank & Trust
Massachusetts
$4.47M -$88.1K -173 -2%
CWM
1277
Centric Wealth Management
Illinois
$4.47M +$205K +360 +5%
NME
1278
Notis-McConarty Edward
$4.45M +$60.6K +119 +1%
ACS
1279
Archford Capital Strategies
Illinois
$4.44M +$420K +825 +10%
KA
1280
Kintegral Advisory
New York
$4.44M -$1.64M -3,218 -27%
WC
1281
Wexford Capital
Florida
$4.42M -$1.1M -2,156 -20%
LWMM
1282
Legacy Wealth Management (Mississippi)
Mississippi
$4.41M +$1.11M +2,181 +34%
TFA
1283
Transamerica Financial Advisors
Florida
$4.4M
MMPW
1284
Mitchell McLeod Pugh & Williams
Alabama
$4.4M +$25K +49 +0.6%
CW
1285
Channel Wealth
California
$4.39M +$447K +877 +11%
DC
1286
DeDora Capital
California
$4.38M -$61.1K -120 -1%
ACM
1287
Alcosta Capital Management
California
$4.38M -$25K -49 -0.6%
CBB
1288
Citizens Business Bank
California
$4.37M -$47.9K -94 -1%
UF
1289
Univest Financial
Pennsylvania
$4.36M -$91.2K -179 -2%
FCM
1290
Fortis Capital Management
Washington
$4.36M +$2.49M +4,880 +133%
LWM
1291
Lyell Wealth Management
California
$4.36M +$502K +985 +13%
SC
1292
SouthState Corp
Florida
$4.36M +$445K +874 +11%
RSWM
1293
Robertson Stephens Wealth Management
California
$4.35M +$897K +1,762 +26%
CIP
1294
Capital Insight Partners
Arizona
$4.35M -$259K -509 -6%
DBG
1295
De Burlo Group
Massachusetts
$4.35M -$204K -400 -4%
TAM
1296
Thematics Asset Management
France
$4.34M -$1.07M -2,097 -20%
JHCP
1297
Jackson Hole Capital Partners
Oklahoma
$4.34M +$170K +334 +4%
CHAM
1298
Clear Harbor Asset Management
Connecticut
$4.33M +$20.4K +40 +0.5%
LM
1299
Lincluden Management
Ontario, Canada
$4.32M +$1.21M +2,376 +39%
WWM
1300
Western Wealth Management
Colorado
$4.31M +$91.2K +179 +2%