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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 %
FG
1751
Fiduciary Group
Georgia
$1.88M +$9.17K +18 +0.5%
SAM
1752
Smartleaf Asset Management
Massachusetts
$1.88M +$281K +577 +18%
IA
1753
IAM Advisory
Pennsylvania
$1.88M +$32.1K +63 +2%
HIC
1754
Hartline Investment Corp
Illinois
$1.87M -$734K -1,442 -28%
UAML
1755
US Asset Management LLC
Pennsylvania
$1.87M -$68.7K -135 -4%
WKWM
1756
Walter & Keenan Wealth Management
Indiana
$1.87M +$28.5K +56 +2%
MAM
1757
MWA Asset Management
Massachusetts
$1.86M +$217K +426 +13%
DFA
1758
Delta Financial Advisors
Louisiana
$1.85M +$14.3K +28 +0.8%
LSPW
1759
Lake Street Private Wealth
Illinois
$1.84M -$36.1K -71 -2%
RVPG
1760
Relative Value Partners Group
$1.84M +$1.29M +2,538 +234%
BWM
1761
BCGM Wealth Management
Indiana
$1.84M -$21.9K -43 -1%
PWM
1762
Paulson Wealth Management
Illinois
$1.83M -$9.17K -18 -0.5%
PI
1763
Pettee Investors
Connecticut
$1.83M -$160K -315 -8%
SW
1764
SkyOak Wealth
Michigan
$1.82M +$125K +246 +7%
SXL
1765
Summit X LLC
Missouri
$1.82M +$720K +1,412 +66%
JCM
1766
Jacobi Capital Management
Pennsylvania
$1.81M -$119K -234 -6%
RAM
1767
Ramirez Asset Management
New York
$1.81M
QWP
1768
Quotient Wealth Partners
Texas
$1.8M +$363K +713 +25%
RWB
1769
RMR Wealth Builders
New Jersey
$1.8M +$18.8K +37 +1%
FG
1770
Foster Group
Iowa
$1.8M +$63.7K +125 +4%
HCCM
1771
Hudson Canyon Capital Management
New York
$1.79M -$80.5K -158 -4%
EFA
1772
Evernest Financial Advisors
Indiana
$1.79M +$61.1K +120 +4%
IP
1773
Intellectus Partners
California
$1.79M +$141K +276 +9%
MCC
1774
Money Concepts Capital
Florida
$1.79M +$84K +165 +5%
PFGIA
1775
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M +$130K +256 +8%