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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 %
SVWAG
1451
Sound View Wealth Advisors Group
Georgia
$3.22M +$40.7K +80 +1%
ST
1452
Somerset Trust
Pennsylvania
$3.21M +$43.3K +85 +1%
SA
1453
Strategic Advisors
New York
$3.18M +$2.55K +5 +0.1%
DCM
1454
Davidson Capital Management
Texas
$3.18M +$868K +1,704 +38%
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.18M +$103K +202 +3%
IRAG
1456
Investment Research & Advisory Group
Georgia
$3.17M +$25K +49 +0.8%
HAM
1457
Harmony Asset Management
Arizona
$3.15M -$91.7K -180 -3%
GSB
1458
Greenfield Savings Bank
Massachusetts
$3.15M -$19.4K -38 -0.6%
FHA
1459
First Horizon Advisors
Tennessee
$3.13M -$156K -307 -5%
MPAM
1460
Murphy Pohlad Asset Management
Minnesota
$3.11M -$764K -1,500 -20%
CCWM
1461
Cassaday & Co Wealth Management
Virginia
$3.1M +$276K +541 +10%
LSA
1462
L & S Advisors
California
$3.1M +$734K +1,441 +31%
RB
1463
Renasant Bank
Mississippi
$3.1M -$169K -332 -5%
GI
1464
GLOBALT Investments
Georgia
$3.1M -$115K -226 -4%
NG
1465
Norden Group
Utah
$3.1M +$418K +820 +16%
FGA
1466
Fortis Group Advisors
New Jersey
$3.09M -$1.95M -3,835 -39%
BMWM
1467
Brown Miller Wealth Management
Virginia
$3.09M +$79.4K +156 +3%
PWPS
1468
Pinnacle Wealth Planning Services
Ohio
$3.09M +$32.1K +63 +1%
MWM
1469
Modern Wealth Management
Kansas
$3.09M +$384K +755 +14%
TI
1470
TrueMark Investments
Illinois
$3.08M +$1.12M +2,193 +57%
SP
1471
Stablepoint Partners
Massachusetts
$3.06M +$240K +424 +9%
B
1472
Barings
North Carolina
$3.06M -$522K -1,025 -15%
SW
1473
SteelPeak Wealth
California
$3.04M +$737K +1,447 +32%
FA
1474
Fagan Associates
New York
$3.04M +$44.3K +87 +1%
JIC
1475
Joel Isaacson & Co
New York
$3.04M -$27.5K -54 -0.9%