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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 %
ST
1501
Sentinel Trust
Texas
$2.9M
WA
1502
Wealth Architects
California
$2.9M +$22.9K +45 +0.8%
TCOT
1503
Trust Company of Toledo
Ohio
$2.89M +$254K +499 +10%
SF
1504
Symphony Financial
Texas
$2.88M +$753K +1,540 +35%
DWM
1505
Dorchester Wealth Management
Quebec, Canada
$2.88M -$1.08M -2,130 -27%
AIA
1506
AIMZ Investment Advisors
California
$2.87M -$7.13K -14 -0.2%
CA
1507
CoreCap Advisors
Michigan
$2.87M +$327K +642 +13%
SFG
1508
Snider Financial Group
Washington
$2.87M +$103K +203 +4%
BCM
1509
Brasada Capital Management
Texas
$2.86M +$270K +535 +10%
SFS
1510
Strategic Financial Services
New York
$2.86M -$162K -318 -5%
EWM
1511
Empirical Wealth Management
Washington
$2.85M +$111K +217 +4%
GCM
1512
Gladius Capital Management
Illinois
$2.84M +$1.06M +2,087 +60%
WI
1513
WrapManager Inc
California
$2.83M -$295K -580 -9%
WA
1514
Wealth Alliance
New York
$2.83M +$37.2K +73 +1%
PFBT
1515
Parkside Financial Bank & Trust
Missouri
$2.82M -$50.9K -100 -2%
PG
1516
Patten Group
Tennessee
$2.82M -$1.02K -2 -0%
WI
1517
Wintrust Investments
Illinois
$2.82M -$943K -1,852 -25%
NAS
1518
Nicolet Advisory Services
Wisconsin
$2.81M -$161K -321 -5%
JWM
1519
JPL Wealth Management
Colorado
$2.79M +$327K +642 +13%
PCH
1520
PGIM Custom Harvest
New Jersey
$2.79M +$2.33M +4,580 +511%
PRWA
1521
Platte River Wealth Advisors
Colorado
$2.79M
HFM
1522
Hartford Funds Management
Pennsylvania
$2.78M +$302K +593 +12%
RIA
1523
Realta Investment Advisors
Delaware
$2.78M +$18.8K +37 +0.7%
RZH
1524
Relyea Zuckerberg Hanson
Connecticut
$2.77M -$225K -441 -8%
MCCP
1525
Mission Creek Capital Partners
California
$2.77M +$363K +713 +15%