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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 %
BHC
1976
Bowen Hanes & Co
Florida
$1.3M -$1.11M -2,175 -46%
EWM
1977
Evermay Wealth Management
Virginia
$1.3M -$11.2K -22 -0.9%
FFBTD
1978
First Financial Bank - Trust Division
Ohio
$1.29M -$148K -291 -10%
TPW
1979
Transatlantique Private Wealth
New York
$1.29M +$116K +234 +10%
AIC
1980
Archer Investment Corporation
Indiana
$1.28M +$423K +831 +49%
EFG
1981
Ethos Financial Group
Pennsylvania
$1.28M +$139K +270 +12%
SFWA
1982
Summit Financial Wealth Advisors
Louisiana
$1.28M
ACM
1983
Allred Capital Management
Texas
$1.28M +$86.1K +169 +7%
MWPCG
1984
Measured Wealth Private Client Group
New Hampshire
$1.28M -$36.7K -72 -3%
CIA
1985
Cladis Investment Advisory
Montana
$1.28M -$4.07K -8 -0.3%
QOP
1986
Quinn Opportunity Partners
Virginia
$1.27M +$1.27M +2,500 New
BBNA
1987
Bremer Bank National Association
Minnesota
$1.27M -$37.7K -74 -3%
SAM
1988
Strategy Asset Managers
California
$1.27M -$3.43M -7,127 -73%
CG
1989
CFO4Life Group
Texas
$1.27M +$33.1K +65 +3%
CFLC
1990
California First Leasing Corp
California
$1.27M
PWP
1991
Phillips Wealth Planners
Mississippi
$1.27M +$33.1K +66 +3%
LIA
1992
LS Investment Advisors
Michigan
$1.27M -$659K -1,295 -34%
FCA
1993
FinTrust Capital Advisors
South Carolina
$1.27M -$272K -534 -18%
PWM
1994
Prentice Wealth Management
New York
$1.26M +$1.53K +3 +0.1%
LA
1995
LVW Advisors
New York
$1.25M +$187K +367 +18%
SCM
1996
Semanteon Capital Management
Massachusetts
$1.25M +$1.25M +2,462 New
NHC
1997
Nicholas Hoffman & Company
Georgia
$1.25M -$9.68K -19 -0.8%
FCB
1998
First County Bank
Connecticut
$1.25M -$120K -236 -9%
MIM
1999
Moseley Investment Management
Florida
$1.25M +$15.3K +30 +1%
CG
2000
Clarus Group
Texas
$1.24M +$450K +884 +57%