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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 %
ACL
1626
Applied Capital LLC
Florida
$2.35M +$77.4K +152 +3%
PA
1627
Paralel Advisors
Colorado
$2.35M +$289K +568 +14%
OAM
1628
Oak Asset Management
California
$2.35M
OCM
1629
One Capital Management
California
$2.35M +$949K +1,864 +68%
FCG
1630
Fielder Capital Group
Tennessee
$2.34M -$6.11K -12 -0.3%
PRIG
1631
Payden & Rygel Investment Group
California
$2.33M -$13.1M -25,800 -85%
PR
1632
Payden & Rygel
California
$2.33M -$13.1M -25,800 -85%
AFS
1633
Aft Forsyth & Sober
Florida
$2.33M
WAAG
1634
Wealth Alliance Advisory Group
Kansas
$2.33M +$314K +616 +16%
PCP
1635
Perbak Capital Partners
United Kingdom
$2.33M +$2.33M +4,570 New
SWM
1636
SilverOak Wealth Management
Minnesota
$2.3M -$7.64K -15 -0.3%
CASB
1637
Cape Ann Savings Bank
Massachusetts
$2.3M -$84K -165 -4%
MSFS
1638
Main Street Financial Solutions
Pennsylvania
$2.3M +$172K +338 +8%
AWP
1639
Accretive Wealth Partners
New Jersey
$2.3M +$25.5K +50 +1%
TWM
1640
Trueblood Wealth Management
Ohio
$2.29M -$126K -247 -5%
PFA
1641
Pure Financial Advisors
California
$2.28M +$37.2K +73 +2%
VFA
1642
Voya Financial Advisors
Connecticut
$2.27M +$113K +232 +5%
NFG
1643
Northeast Financial Group
Pennsylvania
$2.26M +$74.4K +146 +3%
WCM
1644
Weaver Capital Management
Georgia
$2.26M -$19.4K -38 -0.8%
WE
1645
Wealth Effects
Massachusetts
$2.25M +$459K +901 +26%
SPFA
1646
Summit Place Financial Advisors
New Jersey
$2.25M +$1.53M +3,001 +212%
AA
1647
Advisory Alpha
Michigan
$2.25M +$163K +320 +8%
LG
1648
LaFleur & Godfrey
Michigan
$2.25M +$29K +57 +1%
GJWM
1649
Gilliland Jeter Wealth Management
Arkansas
$2.25M -$96.8K -190 -4%
CW
1650
CIC Wealth
Maryland
$2.24M +$94.7K +186 +4%