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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 %
PIA
1926
Perennial Investment Advisors
California
$1.4M +$5.1K +10 +0.4%
SPWG
1927
Syntegra Private Wealth Group
Missouri
$1.4M +$18.8K +37 +1%
CB
1928
Cadence Bank
Mississippi
$1.4M -$3.06K -6 -0.2%
CCS
1929
Concentric Capital Strategies
Connecticut
$1.4M +$1.4M +2,742 New
LF
1930
Lee Financial
Texas
$1.39M -$173K -340 -11%
BB
1931
Burford Brothers
Texas
$1.39M +$95.2K +187 +7%
CFG
1932
Cooper Financial Group
California
$1.39M +$251K +492 +22%
AI
1933
AXS Investments
New York
$1.39M -$1.55M -3,042 -53%
ICM
1934
Islay Capital Management
Texas
$1.39M +$205K +402 +17%
BIM
1935
Baldwin Investment Management
Pennsylvania
$1.39M -$54.5K -107 -4%
IP
1936
Investment Partners
Ohio
$1.39M +$49.9K +98 +4%
ATWA
1937
Arbor Trust Wealth Advisors
Michigan
$1.38M +$76.4K +150 +6%
EHC
1938
Everett Harris & Co
California
$1.38M +$94.2K +185 +7%
CCAM
1939
Codex Capital Asset Management
Texas
$1.38M +$1.38M +2,700 New
LCM
1940
LVM Capital Management
Michigan
$1.37M
HWMA
1941
Heritage Wealth Management (Arizona)
Arizona
$1.37M -$142K -279 -9%
HFO
1942
Heritage Family Offices
Arizona
$1.37M +$1.37M +2,692 New
TF
1943
TLWM Financial
Texas
$1.37M +$16.3K +32 +1%
CIM
1944
Caldwell Investment Management
Ontario, Canada
$1.37M
WBCM
1945
Wilson & Boucher Capital Management
California
$1.36M
UCB
1946
United Community Bank
South Carolina
$1.36M -$676K -1,328 -33%
Financial Engines Advisors
1947
Financial Engines Advisors
California
$1.36M -$433K -849 -24%
EFSCE
1948
Enterprise Financial Services Corp (EFSC)
Missouri
$1.35M +$18.3K +36 +1%
SWM
1949
Sendero Wealth Management
Texas
$1.35M +$498K +978 +58%
IFS
1950
Ifrah Financial Services
Arkansas
$1.35M -$180K -354 -12%