UNH icon

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 %
CC
1876
Callan Capital
California
$1.53M +$1.01M +1,990 +195%
PA
1877
PFW Advisors
Georgia
$1.53M -$114K -224 -7%
TRIA
1878
Trail Ridge Investment Advisors
Colorado
$1.53M +$174K +342 +13%
SACTSONJ
1879
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M
KLCM
1880
KG&L Capital Management
Louisiana
$1.53M +$71.3K +140 +5%
TIA
1881
Tiemann Investment Advisors
California
$1.52M -$30.6K -60 -2%
XF
1882
XML Financial
Maryland
$1.52M -$148K -290 -9%
RIA
1883
Regal Investment Advisors
Michigan
$1.52M -$64.7K -127 -4%
EWA
1884
EverSource Wealth Advisors
Alabama
$1.51M +$111K +193 +8%
LB
1885
Legacy Bridge
Iowa
$1.51M +$2.55K +5 +0.2%
KPP
1886
Kings Path Partners
Texas
$1.51M +$1.51M +2,962 New
WMP
1887
Wealth Management Partners
Arizona
$1.5M -$18.3K -36 -1%
OFS
1888
Orrstown Financial Services
Pennsylvania
$1.5M
RCM
1889
Riverpark Capital Management
New York
$1.5M +$204K +400 +16%
AIA
1890
Alera Investment Advisors
Illinois
$1.5M -$227K -446 -13%
VRM
1891
Vectors Research Management
New York
$1.5M -$1.02K -2 -0.1%
BFG
1892
Beacon Financial Group
Texas
$1.49M -$6.62K -13 -0.4%
EGA
1893
E&G Advisors
Texas
$1.49M
MW
1894
Maia Wealth
Colorado
$1.49M +$1.49M +2,898 New
PCI
1895
Planning Center Inc
Illinois
$1.49M
DS
1896
DRW Securities
Illinois
$1.49M -$1.43M -2,802 -49%
PAMG
1897
Patton Albertson Miller Group
Tennessee
$1.48M -$2.55K -5 -0.2%
KC
1898
Kingfisher Capital
North Carolina
$1.47M +$17.3K +34 +1%
CWM
1899
Cahaba Wealth Management
Georgia
$1.47M +$12.7K +25 +0.9%
WIC
1900
Wilkins Investment Counsel
Massachusetts
$1.46M +$10.2K +20 +0.7%