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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 %
DWM
1701
Drive Wealth Management
Utah
$2.08M +$107K +210 +5%
JSW
1702
Journey Strategic Wealth
New Jersey
$2.08M +$532K +1,044 +34%
VSQM
1703
V-Square Quantitative Management
Illinois
$2.08M -$1.3M -2,543 -38%
SAM
1704
Secure Asset Management
Michigan
$2.07M +$1.17M +2,289 +128%
OQS
1705
Occudo Quantitative Strategies
Florida
$2.07M +$358K +702 +21%
PF
1706
Prosperitas Financial
California
$2.07M +$302K +594 +17%
IAS
1707
IMA Advisory Services
Colorado
$2.06M +$27.5K +54 +1%
SC
1708
Sierra Capital
Florida
$2.06M
CNFG
1709
Creegan & Nassoura Financial Group
New Hampshire
$2.05M
QC
1710
Quent Capital
New York
$2.04M -$95.7K -188 -4%
SB
1711
Strategic Blueprint
Georgia
$2.04M -$59.6K -117 -3%
GIM
1712
Groesbeck Investment Management
New Jersey
$2.04M +$76.4K +150 +4%
OL
1713
Optas LLC
Texas
$2.03M -$83K -163 -4%
CFCI
1714
Comprehensive Financial Consultants Institutional
Indiana
$2.03M +$232K +456 +13%
OC
1715
Oakworth Capital
Alabama
$2.03M +$178K +349 +10%
AIM
1716
AHL Investment Management
Florida
$2.03M -$27K -53 -1%
CWA
1717
Consilium Wealth Advisory
Texas
$2.02M -$123K -242 -6%
RWP
1718
Revolve Wealth Partners
New Jersey
$2.01M -$65.2K -128 -3%
AWM
1719
Aries Wealth Management
Maine
$2.01M -$12.2K -24 -0.6%
PCG
1720
Prosperity Consulting Group
Maryland
$2.01M -$19.9K -39 -1%
LCWP
1721
Legacy Capital Wealth Partners
Arkansas
$2.01M +$2.01M +3,947 New
OWA
1722
One Wealth Advisors
California
$2M +$130K +232 +7%
HCM
1723
Highview Capital Management
Illinois
$2M +$4.58K +9 +0.2%
CCG
1724
Ceeto Capital Group
Florida
$2M +$255K +500 +15%
MAWA
1725
Moss Adams Wealth Advisors
Washington
$2M +$202K +396 +11%