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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 %
WCM
2101
Wallace Capital Management
Texas
$1.07M
CFM
2102
Catalyst Funds Management
Australia
$1.07M +$1.07M +2,100 New
TYCC
2103
Texas Yale Capital Corp
Florida
$1.06M +$23.9K +47 +2%
CYG
2104
Clean Yield Group
Vermont
$1.06M +$21.4K +42 +2%
CCWM
2105
Correct Capital Wealth Management
Missouri
$1.06M +$178K +350 +20%
DW30
2106
Drucker Wealth 3.0
New Jersey
$1.06M +$1.06M +2,086 New
Parnassus Investments
2107
Parnassus Investments
California
$1.06M +$153K +300 +17%
AAP
2108
Arax Advisory Partners
Colorado
$1.05M +$51.4K +101 +5%
CWM
2109
Castle Wealth Management
Florida
$1.05M +$47.4K +93 +5%
AIIMS
2110
Analyst IMS Investment Management Services
Israel
$1.05M +$478K +938 +83%
BTWM
2111
Baker Tilly Wealth Management
Wisconsin
$1.05M -$1.54M -3,032 -60%
BFS
2112
Bard Financial Services
Connecticut
$1.05M
ZIG
2113
Zuckerman Investment Group
Illinois
$1.05M +$416K +817 +66%
CIP
2114
Convergence Investment Partners
Florida
$1.04M -$25.5K -50 -2%
BOH
2115
Bank of Hawaii
Hawaii
$1.04M -$1.16M -2,268 -53%
WW
2116
Waterfront Wealth
Kansas
$1.04M +$6.62K +13 +0.6%
DWAM
2117
Duncan Williams Asset Management
Tennessee
$1.04M +$92.7K +182 +10%
NRWA
2118
North Ridge Wealth Advisors
Oregon
$1.04M -$63.7K -125 -6%
PB
2119
Pinnacle Bancorp
Nebraska
$1.04M -$5.6K -11 -0.5%
BWP
2120
BSW Wealth Partners
Colorado
$1.04M +$33.1K +65 +3%
APG
2121
Abacus Planning Group
South Carolina
$1.04M +$132K +260 +15%
PAM
2122
Peak Asset Management
Colorado
$1.04M -$27.5K -54 -3%
PFG
2123
Prosperity Financial Group
California
$1.04M +$20.9K +41 +2%
EWM
2124
Evergreen Wealth Management
Michigan
$1.03M
TNBTD
2125
Trustmark National Bank Trust Department
Mississippi
$1.03M -$261K -513 -20%