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 %
NL
1901
NWAM LLC
Washington
$1.46M -$240K -471 -14%
ACM
1902
Absolute Capital Management
Pennsylvania
$1.46M +$25K +49 +2%
KMWM
1903
Keudell/Morrison Wealth Management
Oregon
$1.45M -$154K -303 -10%
CRWM
1904
Castle Rock Wealth Management
California
$1.45M -$45K -91 -3%
OM
1905
OV Management
Minnesota
$1.45M +$22.4K +44 +2%
HFM
1906
Harvest Fund Management
China
$1.43M +$1.14M +2,230 +381%
LCM
1907
Leisure Capital Management
California
$1.43M +$10.2K +20 +0.7%
CA
1908
Cambridge Advisors
Nebraska
$1.43M
FC
1909
Fairscale Capital
New Hampshire
$1.43M +$1.43M +2,604 New
CIM
1910
CIM Investment Management
Pennsylvania
$1.43M -$16.8K -33 -1%
LOIP
1911
Live Oak Investment Partners
Texas
$1.43M
BOS
1912
Bank of Stockton
California
$1.42M -$145K -284 -9%
WAG
1913
Wallace Advisory Group
California
$1.42M +$14.8K +29 +1%
MWA
1914
Midland Wealth Advisors
Illinois
$1.42M -$173K -340 -11%
AR
1915
Apeiron RIA
Texas
$1.41M +$47.4K +93 +3%
GWP
1916
Gen-Wealth Partners
Michigan
$1.41M +$80.5K +158 +6%
WIM
1917
Westside Investment Management
California
$1.41M +$399K +784 +40%
SS
1918
Sunbelt Securities
Texas
$1.41M -$374K -734 -21%
CH
1919
Cromwell Holdings
Wyoming
$1.41M +$1.41M +2,765 New
EFL
1920
ERn Financial LLC
Wisconsin
$1.41M -$11.2K -22 -0.8%
S
1921
Sunpointe
Missouri
$1.41M +$49.9K +98 +4%
GWA
1922
Gratus Wealth Advisors
Virginia
$1.4M -$59.4K -105 -4%
KIC
1923
Kensington Investment Counsel
California
$1.4M +$4.07K +8 +0.3%
SSWM
1924
Smith Salley Wealth Management
North Carolina
$1.4M +$222K +436 +19%
SIAG
1925
Safeguard Investment Advisory Group
California
$1.4M +$262K +515 +23%