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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 %
MWM
1726
MGB Wealth Management
Texas
$2M +$7.08K +14 +0.4%
OC
1727
Oarsman Capital
Wisconsin
$2M +$98.8K +194 +5%
SI
1728
Scharf Investments
California
$1.98M +$82K +161 +4%
CAC
1729
Certified Advisory Corp
Florida
$1.98M -$175K -343 -8%
EFG
1730
Everhart Financial Group
Ohio
$1.97M -$64.2K -126 -3%
SIG
1731
Sargent Investment Group
Maryland
$1.97M +$480K +942 +32%
MFG
1732
Menard Financial Group
Texas
$1.96M +$31.1K +61 +2%
SFO
1733
Stokes Family Office
Louisiana
$1.95M +$211K +415 +12%
EB
1734
Emprise Bank
Kansas
$1.95M -$12.7K -25 -0.6%
OWA
1735
Opal Wealth Advisors
New York
$1.95M -$39.2K -77 -2%
LWCFA
1736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M -$325K -592 -14%
BHB
1737
Bank Hapoalim BM
Israel
$1.94M -$332K -653 -15%
AIMA
1738
Ables Iannone Moore & Associates
Georgia
$1.94M +$89.1K +175 +5%
DIM
1739
Delta Investment Management
California
$1.93M +$1.67M +3,276 +628%
KFI
1740
Key Financial Inc
Pennsylvania
$1.93M +$74.4K +146 +4%
DIP
1741
DT Investment Partners
Pennsylvania
$1.92M +$6.62K +13 +0.3%
CC
1742
Commons Capital
Massachusetts
$1.92M +$83K +163 +5%
SEIA
1743
Signature Estate & Investment Advisors
California
$1.92M +$1.26M +2,481 +193%
MFG
1744
MidWestOne Financial Group
Iowa
$1.92M -$79.9K -157 -4%
GB
1745
Goepper Burkhardt
South Carolina
$1.91M
CIAS
1746
Capital Investment Advisory Services
North Carolina
$1.9M +$182K +358 +11%
RW
1747
Rede Wealth
Virginia
$1.9M +$59.1K +116 +3%
SQA
1748
Simon Quick Advisors
New Jersey
$1.89M +$339K +666 +22%
ZIC
1749
ZWJ Investment Counsel
Georgia
$1.88M +$35.6K +70 +2%
WH
1750
Willner & Heller
California
$1.88M -$26K -51 -1%