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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 %
PMFA
2001
Plante Moran Financial Advisors
Michigan
$1.24M +$22.4K +44 +2%
ACMA
2002
Arbor Capital Management (Alaska)
Alaska
$1.24M -$47.5K -96 -4%
CFO
2003
Callan Family Office
Pennsylvania
$1.24M +$403K +791 +48%
LFP
2004
Leeward Financial Partners
Washington
$1.24M -$3.51M -6,901 -74%
RP
2005
Riverwater Partners
Wisconsin
$1.24M -$27K -53 -2%
OP
2006
ORG Partners
Indiana
$1.23M +$1.16M +2,338 +1,538%
CCA
2007
Childress Capital Advisors
Texas
$1.23M +$129K +254 +12%
OL
2008
OneFund LLC
Florida
$1.23M +$11.2K +22 +0.9%
CWA
2009
Cornerstone Wealth Advisors
Minnesota
$1.23M +$16.8K +33 +1%
FC
2010
Forte Capital
New York
$1.23M -$2.04K -4 -0.2%
SW
2011
StrongBox Wealth
Missouri
$1.23M -$705K -1,384 -36%
SHGA
2012
Sand Hill Global Advisors
California
$1.23M -$18.3K -36 -1%
BCG
2013
Breakwater Capital Group
New Jersey
$1.23M -$19.9K -39 -2%
JGGDR
2014
JGP Global Gestao de Recursos
Brazil
$1.22M -$14.8K -29 -1%
SHFA
2015
SC&H Financial Advisors
Maryland
$1.22M +$1.02K +2 +0.1%
C
2016
Certuity
Florida
$1.21M -$196K -385 -14%
RFS
2017
Richardson Financial Services
Massachusetts
$1.21M -$115K -226 -9%
CIC
2018
Crawford Investment Counsel
Georgia
$1.21M -$199K -391 -14%
WMA
2019
West Michigan Advisors
Michigan
$1.21M -$5.09K -10 -0.4%
LIG
2020
Lokken Investment Group
Delaware
$1.21M -$720K -1,413 -37%
MA
2021
Modus Advisors
Minnesota
$1.2M +$560K +1,100 +87%
MW
2022
MBL Wealth
North Carolina
$1.2M -$86.1K -169 -7%
CNB
2023
Camden National Bank
Maine
$1.2M +$353K +694 +42%
MCWA
2024
Meadow Creek Wealth Advisors
Georgia
$1.2M +$71.8K +141 +6%
CPA
2025
Cardiff Park Advisors
California
$1.2M +$1.53K +3 +0.1%