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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 %
NPFS
2376
Novak & Powell Financial Services
Florida
$658K -$2.55K -5 -0.4%
GA
2377
Goldstein Advisors
Wisconsin
$658K +$18.8K +37 +3%
AC
2378
AXQ Capital
New Jersey
$658K -$1.63M -3,208 -71%
BWP
2379
Balboa Wealth Partners
Arizona
$657K +$178K +350 +37%
BA
2380
Ballast Advisors
Minnesota
$656K -$76.9K -151 -10%
MSWM
2381
McGlone Suttner Wealth Management
Wisconsin
$655K +$6.84K +13 +1%
SFPG
2382
Stonebridge Financial Planning Group
Florida
$655K -$40.7K -80 -6%
AC
2383
ASB Consultores
Florida
$654K -$712K -1,398 -52%
BP
2384
BCK Partners
New York
$652K +$5.6K +11 +0.9%
MAM
2385
Marquette Asset Management
Minnesota
$651K -$19.9K -39 -3%
EWS
2386
Evergreen Wealth Solutions
Pennsylvania
$648K -$71.8K -141 -10%
SSC
2387
Syverson Strege & Co
Iowa
$647K +$288K +565 +80%
DI
2388
DDFG Inc
California
$646K
KL
2389
KilterHowling LLC
Colorado
$646K +$17.3K +34 +3%
WFL
2390
Wealth Forward LLC
North Dakota
$645K
PC
2391
Prairiewood Capital
North Dakota
$645K +$2.55K +5 +0.4%
SFA
2392
Source Financial Advisors
New York
$642K +$5.09K +10 +0.8%
OPOWM
2393
One Plus One Wealth Management
Florida
$642K +$318K +624 +98%
BWA
2394
Bordeaux Wealth Advisors
California
$641K +$5.6K +11 +0.9%
HAG
2395
HF Advisory Group
Maryland
$640K -$144K -282 -18%
GKWIM
2396
Gerber Kawasaki Wealth & Investment Management
California
$639K +$60.6K +119 +10%
RFP
2397
Root Financial Partners
California
$638K +$57K +112 +10%
SC
2398
Summa Corp
Texas
$637K
NPT
2399
Nixon Peabody Trust
Massachusetts
$637K +$152K +299 +31%
CC
2400
Courier Capital
New York
$636K -$1.5M -2,938 -70%