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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 %
A
2201
AlphaQuest
New York
$921K -$124K -244 -12%
FP
2202
Factorial Partners
New York
$917K -$2.14M -4,200 -70%
RFO
2203
RiverGlades Family Offices
Florida
$917K
BMM
2204
Buffington Mohr McNeal
Idaho
$914K +$20.4K +40 +2%
QPW
2205
Quantum Private Wealth
Florida
$913K -$75.4K -148 -8%
SWG
2206
Summit Wealth Group
Vermont
$906K +$5.6K +11 +0.6%
TWA
2207
TCI Wealth Advisors
Arizona
$904K -$23.9K -47 -3%
EC
2208
EdgeRock Capital
Colorado
$899K +$61.6K +121 +7%
APWA
2209
Atlas Private Wealth Advisors
New Jersey
$895K +$448K +879 +100%
OHWP
2210
Oak Harbor Wealth Partners
North Carolina
$887K +$16.8K +33 +2%
WB
2211
Webster Bank
Connecticut
$883K +$63.1K +124 +8%
SMA
2212
Seven Mile Advisory
New Jersey
$879K +$45.8K +90 +6%
FCA
2213
FLC Capital Advisors
California
$874K
AA
2214
Aire Advisors
California
$872K +$167K +329 +24%
FOA
2215
Five Oceans Advisors
California
$871K -$231K -453 -21%
TWG
2216
The Wealth Group
Minnesota
$870K
SC
2217
Soundwatch Capital
Connecticut
$870K +$870K +1,709 New
BAAM
2218
Baker Avenue Asset Management
California
$869K +$46.8K +92 +6%
CD
2219
Chapin Davis
Maryland
$866K +$22.9K +45 +3%
BCM
2220
BluePath Capital Management
Georgia
$866K +$213K +418 +33%
PCM
2221
Presidio Capital Management
California
$865K -$9.17K -18 -1%
WP
2222
WMS Partners
Maryland
$864K +$133K +261 +18%
TWP
2223
Triad Wealth Partners
Kansas
$863K +$164K +323 +24%
FAG
2224
Fortitude Advisory Group
Washington
$859K +$34.6K +68 +4%
PAG
2225
Paladin Advisory Group
Iowa
$858K