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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 %
CCFM
2326
Clear Creek Financial Management
Washington
$728K +$1.02K +2 +0.1%
KDA
2327
Kraft Davis & Associates
Missouri
$726K
WT
2328
Washington Trust
Rhode Island
$724K -$14.3K -28 -2%
OFG
2329
Oxford Financial Group
Indiana
$722K +$152K +299 +27%
CCP
2330
Cassia Capital Partners
North Carolina
$721K +$80.5K +158 +13%
RFA
2331
Resurgent Financial Advisors
Georgia
$715K +$19.4K +38 +3%
SFS
2332
Summit Financial Strategies
Ohio
$714K -$23.9K -47 -3%
FA
2333
Fiduciary Alliance
South Carolina
$713K +$290K +582 +69%
TC
2334
TradeLink Capital
Illinois
$713K +$713K +1,400 New
VNA
2335
Valley National Advisers
Pennsylvania
$711K +$53.9K +106 +8%
JWM
2336
Janiczek Wealth Management
Colorado
$709K -$215K -422 -23%
CAS
2337
Coppell Advisory Solutions
Texas
$707K +$707K +1,388 New
PEA
2338
Park Edge Advisors
Ohio
$705K -$85.1K -167 -11%
VA
2339
Verdad Advisers
Massachusetts
$703K +$173K +339 +33%
HWM
2340
Hemington Wealth Management
Virginia
$702K -$10.7K -21 -2%
WWM
2341
Whalen Wealth Management
Nevada
$699K +$509 +1 +0.1%
WCM
2342
Washington Capital Management
Washington
$698K -$20.4K -40 -3%
TAM
2343
Townsend Asset Management
North Carolina
$698K -$513K -1,007 -42%
WCM
2344
WealthBridge Capital Management
Ohio
$696K -$67.2K -132 -9%
CWS
2345
Cypress Wealth Services
California
$695K +$42.3K +83 +6%
HCP
2346
Holt Capital Partners
Texas
$695K +$69.3K +136 +11%
KCPG
2347
Kavar Capital Partners Group
Kansas
$695K +$58.6K +115 +9%
SMH
2348
Sanders Morris Harris
Texas
$694K
BLC
2349
Brown, Lisle/Cummings
Rhode Island
$693K
PBO
2350
Peoples Bank (Ohio)
Ohio
$690K +$99.3K +195 +17%