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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 %
CF
2026
Clarity Financial
Texas
$1.2M -$18.2M -35,788 -94%
RWM
2027
RKL Wealth Management
Pennsylvania
$1.2M +$30.6K +60 +3%
SOAMC
2028
Spirit of America Management Corp
New York
$1.2M
HB
2029
HTLF Bank
Colorado
$1.19M +$5.6K +11 +0.5%
GWCM
2030
Godshalk Welsh Capital Management
Pennsylvania
$1.19M
RL
2031
Rogco LP
Oklahoma
$1.19M -$139K -273 -10%
CBT
2032
CoreFirst Bank & Trust
Kansas
$1.19M -$1.53K -3 -0.1%
ETIA
2033
Epic Trust Investment Advisors
Washington
$1.18M +$90.7K +178 +8%
MBT
2034
Montecito Bank & Trust
California
$1.18M -$11.7K -23 -1%
IIM
2035
InTrack Investment Management
Vermont
$1.18M -$53K -104 -4%
BA
2036
Bluesphere Advisors
Pennsylvania
$1.18M -$40.7K -80 -3%
OWMIAS
2037
One Wealth Management Investment & Advisory Services
Florida
$1.18M -$84.5K -166 -7%
IIA
2038
ICW Investment Advisors
Arizona
$1.18M +$19.9K +39 +2%
DCM
2039
DGS Capital Management
New Jersey
$1.18M -$159K -312 -12%
UCI
2040
Uncommon Cents Investing
Wisconsin
$1.18M
CPWA
2041
Cerro Pacific Wealth Advisors
California
$1.17M +$1.17M +2,306 New
BOPW
2042
Brandywine Oak Private Wealth
Pennsylvania
$1.17M -$116K -228 -9%
PMA
2043
Prudent Man Advisors
Illinois
$1.17M +$44.8K +88 +4%
PIP
2044
Peachtree Investment Partners
Florida
$1.17M -$4.08K -8 -0.3%
CG
2045
Cynosure Group
Utah
$1.17M +$129K +253 +12%
TPWA
2046
TRUE Private Wealth Advisors
Oregon
$1.17M +$38.2K +75 +3%
PNC
2047
Park National Corp
Ohio
$1.17M +$6.62K +13 +0.6%
HWMO
2048
Heritage Wealth Management (Ohio)
Ohio
$1.17M +$1.17M +2,388 New
VCM
2049
Vivaldi Capital Management
Illinois
$1.16M -$13.2K -26 -1%
SAM
2050
Sompo Asset Management
Japan
$1.16M +$10.2K +20 +0.9%