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 %
HH
1401
Hilltop Holdings
Texas
$3.52M +$169K +332 +5%
MWM
1402
Mattern Wealth Management
Kansas
$3.49M -$879K -1,726 -20%
TPCM
1403
Templeton & Phillips Capital Management
Tennessee
$3.48M
DL
1404
DOHJ LLC
Washington
$3.47M +$423K +830 +14%
BG
1405
Bollard Group
Massachusetts
$3.47M +$53K +104 +2%
PA
1406
Paragon Advisors
Texas
$3.47M -$56.5K -111 -2%
BTI
1407
Blue Trust Inc
Georgia
$3.46M +$1.01M +2,035 +41%
FFM
1408
Forum Financial Management
Illinois
$3.46M -$53K -104 -2%
SG
1409
StoneX Group
New York
$3.45M +$547K +1,075 +19%
KA
1410
Kovack Advisors
Florida
$3.45M +$147K +289 +4%
NP
1411
Nilsine Partners
Colorado
$3.44M -$414K -812 -11%
CGL
1412
Clarius Group LLC
Washington
$3.44M -$439K -863 -11%
PGWM
1413
Parisi Gray Wealth Management
New Jersey
$3.43M +$21.4K +42 +0.6%
IAIM
1414
International Assets Investment Management
Florida
$3.42M -$178K -350 -5%
DA
1415
Dover Advisors
Virginia
$3.41M +$163K +321 +5%
SWP
1416
Strategic Wealth Partners
Ohio
$3.41M -$637K -1,250 -16%
SWM
1417
Sugarloaf Wealth Management
Georgia
$3.4M +$66.7K +131 +2%
RA
1418
RiverPark Advisors
New York
$3.4M -$9.17K -18 -0.3%
OAM
1419
Occidental Asset Management
California
$3.4M +$191K +376 +6%
CAM
1420
Costello Asset Management
Pennsylvania
$3.39M -$214K -420 -6%
RCWM
1421
Royal Capital Wealth Management
Indiana
$3.38M -$17.8K -35 -0.5%
PFA
1422
Pathway Financial Advisers
Indiana
$3.37M +$115K +230 +4%
AF
1423
Advisornet Financial
Minnesota
$3.37M +$330K +648 +11%
WCA
1424
Westover Capital Advisors
Delaware
$3.36M -$328K -644 -9%
JWM
1425
Jessup Wealth Management
Ohio
$3.35M +$95.7K +188 +3%