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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 %
PWM
1601
Palumbo Wealth Management
New York
$2.43M +$403K +792 +20%
KCM
1602
Kathmere Capital Management
Pennsylvania
$2.43M +$488K +958 +25%
ICP
1603
Interchange Capital Partners
Pennsylvania
$2.43M +$1.66M +3,256 +215%
CPA
1604
Court Place Advisors
Maryland
$2.42M -$35.7K -70 -1%
HNB
1605
Hilltop National Bank
Wyoming
$2.42M -$65.7K -129 -3%
PCM
1606
Palouse Capital Management
Washington
$2.42M -$76.4K -150 -3%
CAM
1607
Cidel Asset Management
Ontario, Canada
$2.41M +$102K +200 +4%
FC
1608
FORA Capital
Florida
$2.41M -$18.7M -36,727 -89%
WAM
1609
Wolverine Asset Management
Illinois
$2.4M +$94.2K +185 +4%
PCM
1610
Parsons Capital Management
Rhode Island
$2.4M -$233K -458 -9%
SMA
1611
Sage Mountain Advisors
Georgia
$2.4M +$478K +939 +25%
BWM
1612
BigSur Wealth Management
Florida
$2.4M +$95.2K +187 +4%
SIM
1613
Sentry Investment Management
Wisconsin
$2.4M -$492K -965 -17%
PCS
1614
Personal CFO Solutions
New Jersey
$2.4M +$1.53K +3 +0.1%
AIMCA
1615
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M -$10.2M -19,992 -81%
FNA
1616
First National Advisers
Nebraska
$2.39M +$198K +388 +9%
MAM
1617
Meeder Asset Management
Ohio
$2.39M -$11.1M -21,839 -82%
WF
1618
Welch & Forbes
Massachusetts
$2.38M +$42.5K +86 +2%
SCI
1619
Stableford Capital II
Arizona
$2.38M +$8.03K +14 +0.3%
JFA
1620
JNBA Financial Advisors
Minnesota
$2.38M
MWAM
1621
Manhattan West Asset Management
California
$2.38M -$918K -1,803 -28%
CNBT
1622
Canandaigua National Bank & Trust
New York
$2.37M -$234K -459 -9%
SIM
1623
Sterling Investment Management
Arizona
$2.37M -$310K -608 -12%
HIC
1624
Harvey Investment Company
Kentucky
$2.37M -$25.5K -50 -1%
MIC
1625
Means Investment Company
Maine
$2.36M -$370K -727 -14%