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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 %
FAM
1526
Formidable Asset Management
Ohio
$2.76M +$131K +257 +5%
RB
1527
Rodgers Brothers
Pennsylvania
$2.76M +$2.33M +4,575 +543%
UB
1528
Umpqua Bank
Oregon
$2.76M +$93.7K +184 +4%
MLA
1529
My Legacy Advisors
Oregon
$2.76M -$37.2K -73 -1%
BCM
1530
Bourgeon Capital Management
Connecticut
$2.75M -$655K -1,286 -19%
WCM
1531
Whitener Capital Management
North Carolina
$2.75M +$397K +780 +17%
RP
1532
Rice Partnership
Hawaii
$2.74M -$76.4K -150 -3%
QWM
1533
Quadcap Wealth Management
Texas
$2.73M +$760K +1,493 +39%
RCM
1534
RB Capital Management
Nevada
$2.73M +$34.1K +67 +1%
PPWP
1535
Premier Path Wealth Partners
New Jersey
$2.73M -$141K -276 -5%
HCM
1536
Hall Capital Management
Rhode Island
$2.72M +$162K +318 +6%
BIG
1537
Brooklyn Investment Group
New York
$2.7M
LFA
1538
Legacy Financial Advisors
Kentucky
$2.7M +$39.2K +77 +1%
OWG
1539
Oxford Wealth Group
Florida
$2.68M +$1.05M +2,067 +65%
CWM
1540
Circle Wealth Management
New Jersey
$2.67M -$227K -446 -8%
MG
1541
Mather Group
Illinois
$2.67M +$202K +408 +8%
MCM
1542
Manchester Capital Management
Vermont
$2.67M -$127K -250 -5%
RIA
1543
Richwood Investment Advisors
Ohio
$2.67M -$10.7K -21 -0.4%
BCA
1544
Bay Colony Advisors
Massachusetts
$2.66M +$54.5K +107 +2%
EHWM
1545
Eads & Heald Wealth Management
Georgia
$2.66M -$92.7K -182 -3%
PCM
1546
Prelude Capital Management
New York
$2.66M +$962K +1,889 +57%
CB
1547
CNB Bank
Pennsylvania
$2.65M +$1.01M +1,990 +62%
RCIM
1548
Red Cedar Investment Management
Michigan
$2.65M
HFM
1549
Hartford Financial Management
Connecticut
$2.64M +$196K +384 +8%
RFA
1550
ROI Financial Advisors
Oregon
$2.64M -$129K -254 -5%