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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 %
SFG
2276
Sather Financial Group
Texas
$796K -$42.3K -83 -5%
JCM
2277
Jacobsen Capital Management
Utah
$795K -$16.3K -32 -2%
AIC
2278
Argus Investors Counsel
New York
$790K -$111K -218 -12%
LA
2279
Latitude Advisors
Florida
$785K +$32.1K +63 +4%
CJ
2280
Caitlin John
Michigan
$784K +$410K +806 +110%
MSS
2281
Mitchell Sinkler & Starr
Pennsylvania
$784K +$147K +261 +23%
PSP
2282
Principal Street Partners
Tennessee
$782K -$16.8K -33 -2%
VP
2283
Verum Partners
North Carolina
$780K -$3.56K -7 -0.5%
OPWM
2284
Oxinas Partners Wealth Management
Indiana
$779K
CA
2285
Crewe Advisors
Utah
$779K -$266K -523 -25%
QFA
2286
Quantum Financial Advisors
California
$775K
LL
2287
LWMG LLC
Minnesota
$773K +$5.6K +11 +0.7%
PG
2288
Proffitt & Goodson
Tennessee
$773K -$14.3K -28 -2%
LSIA
2289
LaSalle St. Investment Advisors
Illinois
$771K +$479K +940 +164%
OBWG
2290
Onyx Bridge Wealth Group
New York
$770K -$71.3K -140 -8%
SB
2291
Sunflower Bank
Texas
$769K +$13.2K +26 +2%
JGIA
2292
Jackson Grant Investment Advisers
Connecticut
$766K +$2.04K +4 +0.3%
AWM
2293
AllSquare Wealth Management
New York
$765K
TIA
2294
Tandem Investment Advisors
South Carolina
$764K -$15.8K -31 -2%
HFA
2295
Harbert Fund Advisors
Alabama
$764K -$509K -1,000 -40%
PPW
2296
Parcion Private Wealth
Washington
$764K +$141K +277 +23%
HOWA
2297
Heritage Oak Wealth Advisors
Florida
$763K +$763K +1,499 New
MCM
2298
McKinley Capital Management
Alaska
$762K -$11.5M -22,606 -94%
SCG
2299
Sonata Capital Group
Washington
$762K
PAM
2300
Paradigm Asset Management
New York
$761K -$2.09M -4,100 -73%