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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 %
IFWM
1826
Institute for Wealth Management
Colorado
$1.67M +$47.4K +93 +3%
BIA
1827
Benchmark Investment Advisors
Illinois
$1.67M +$125K +245 +8%
LTAS
1828
Linden Thomas Advisory Services
North Carolina
$1.66M +$268K +526 +19%
ACP
1829
Aviance Capital Partners
Florida
$1.65M -$266K -522 -14%
AO
1830
Advisor OS
Illinois
$1.65M -$75.9K -149 -4%
BEI
1831
Benjamin Edwards Inc
Missouri
$1.65M -$227K -445 -12%
LFA
1832
Laraway Financial Advisors
Minnesota
$1.64M +$1.02K +2 +0.1%
UW
1833
Unique Wealth
Florida
$1.64M +$185K +364 +13%
OFS
1834
OneAscent Financial Services
Alabama
$1.64M -$35.7K -70 -2%
III
1835
Independent Investors Inc
New York
$1.64M -$166K -325 -9%
BWM
1836
Buckley Wealth Management
Nevada
$1.64M -$23.4K -46 -1%
AWE
1837
Avidian Wealth Enterprises
Texas
$1.63M +$408K +802 +34%
MMM
1838
Mendel Money Management
Illinois
$1.63M +$162K +319 +11%
MFC
1839
Mechanics Financial Corp
Ohio
$1.62M -$12.2K -24 -0.7%
MTIC
1840
Missouri Trust & Investment Company
Missouri
$1.62M -$26K -51 -2%
IAS
1841
Investment Advisory Services
Texas
$1.62M -$95.2K -187 -6%
NFA
1842
Northern Financial Advisors
Michigan
$1.61M -$83K -163 -5%
SIC
1843
Samalin Investment Counsel
New York
$1.61M +$135K +266 +9%
SWM
1844
SeaCrest Wealth Management
New York
$1.61M -$634K -1,246 -28%
BA
1845
Bellwether Advisors
Nebraska
$1.61M -$2.52M -4,941 -61%
IWA
1846
Invera Wealth Advisors
Oregon
$1.61M -$9.08K -18 -0.6%
AT
1847
Avalon Trust
New Mexico
$1.61M -$506K -993 -24%
MFP
1848
Meridian Financial Partners
Virginia
$1.61M +$71.7K +127 +5%
CG
1849
Corundum Group
Colorado
$1.6M +$447K +878 +39%
BAMG
1850
Brand Asset Management Group
Missouri
$1.6M -$15.3K -30 -0.9%