UNH icon

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 %
ISWM
2126
Independent Solutions Wealth Management
New York
$1.03M +$17.8K +35 +2%
AAG
2127
Armstrong Advisory Group
Massachusetts
$1.03M -$187K -368 -15%
MAM
2128
McLean Asset Management
Virginia
$1.03M -$18K -36 -2%
ITFISA
2129
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.03M +$81K +159 +9%
AWC
2130
Abundance Wealth Counselors
Pennsylvania
$1.02M +$1.02M +2,010 New
CF
2131
Copperwynd Financial
Arizona
$1.02M +$199K +346 +24%
FPF
2132
First Pacific Financial
Washington
$1.02M +$62.7K +123 +7%
PP
2133
Patron Partners
Texas
$1.02M +$24.4K +48 +2%
VC
2134
Vicus Capital
Pennsylvania
$1.02M +$97.3K +191 +11%
FSA
2135
Franklin Street Advisors
North Carolina
$1.02M -$162K -317 -14%
DDPIC
2136
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M -$140K -275 -12%
MFS
2137
Monetta Financial Services
Illinois
$1.02M
EP
2138
EPIQ Partners
Minnesota
$1.02M
LK
2139
Lumbard & Kellner
New Hampshire
$1.02M +$1.02M +2,000 New
FFWA
2140
FRG Family Wealth Advisors
Washington
$1.02M
CMS
2141
Capital Market Strategies
Florida
$1.01M -$201K -394 -17%
KA
2142
Kozak & Associates
Colorado
$1.01M -$237K -483 -19%
MCCA
2143
Mill Creek Capital Advisors
Pennsylvania
$1.01M +$169K +332 +20%
PMSA
2144
Patrick M. Sweeney & Associates
Illinois
$1.01M +$47K +93 +5%
NRC
2145
New Republic Capital
North Carolina
$1.01M +$138K +270 +16%
PIM
2146
Profit Investment Management
Maryland
$1.01M
FCFC
2147
First Commonwealth Financial Corp
Pennsylvania
$1M +$111K +218 +12%
LWL
2148
Leo Wealth LLC
Texas
$1M +$444K +886 +80%
OC
2149
Opinicus Capital
Florida
$1M -$103K -203 -9%
CWM
2150
Cornerstone Wealth Management
Missouri
$1M +$49.9K +98 +5%