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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 %
LC
2051
Lavaca Capital
Texas
$1.15M -$508K -997 -31%
KFGK
2052
Keystone Financial Group (Kentucky)
Kentucky
$1.15M -$57K -112 -5%
SW
2053
SMART Wealth
Nebraska
$1.14M +$50.4K +99 +5%
CIAS
2054
CFS Investment Advisory Services
New Jersey
$1.14M -$14.8K -29 -1%
USWIA
2055
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.14M +$2.55K +5 +0.2%
SMC
2056
Smith, Moore & Co
Missouri
$1.14M +$33.1K +65 +3%
RCA
2057
Resonant Capital Advisors
Wisconsin
$1.13M +$92.2K +181 +9%
CFO
2058
CVA Family Office
Colorado
$1.13M -$47.9K -94 -4%
CRI
2059
Colonial River Investments
Virginia
$1.13M -$21.9K -43 -2%
CWC
2060
Carolinas Wealth Consulting
North Carolina
$1.13M -$68.7K -135 -6%
WAM
2061
Weinberger Asset Management
California
$1.13M +$3.57K +7 +0.3%
CPC
2062
Cookson Peirce & Co
Pennsylvania
$1.13M +$34.6K +68 +3%
ST
2063
Sageworth Trust
Pennsylvania
$1.13M +$1.13M +2,210 New
CAGAS
2064
Capital Advisory Group Advisory Services
Minnesota
$1.12M +$234K +460 +26%
CCA
2065
Catalyst Capital Advisors
New York
$1.12M -$29.5K -58 -3%
HWA
2066
HCR Wealth Advisors
California
$1.12M +$42.8K +84 +4%
SWP
2067
Semus Wealth Partners
Florida
$1.12M +$177K +347 +19%
JF
2068
JSF Financial
California
$1.12M +$15.8K +31 +1%
CHP
2069
Cable Hill Partners
Oregon
$1.12M +$1.12M +2,199 New
RWPA
2070
Richard W. Paul & Associates
Michigan
$1.12M +$19.4K +38 +2%
NB
2071
Northwest Bancshares
Pennsylvania
$1.12M -$3.06K -6 -0.3%
KWM
2072
Kolinsky Wealth Management
New Jersey
$1.12M -$129K -253 -10%
SFG
2073
Sovereign Financial Group
Connecticut
$1.11M +$30K +59 +3%
AT
2074
Arvest Trust
Oklahoma
$1.11M -$61.1K -120 -5%
TCM
2075
Tandem Capital Management
New Jersey
$1.11M -$166K -340 -13%