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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 %
AC
2401
Avory & Company
Florida
$636K
WG
2402
Wealth Group
North Carolina
$636K +$8.15K +16 +1%
HNWAG
2403
High Net Worth Advisory Group
Florida
$636K -$15.3K -30 -2%
MFG
2404
Midwest Financial Group
Kansas
$635K +$2.04K +4 +0.3%
BWM
2405
Buska Wealth Management
Wisconsin
$634K +$98.3K +193 +18%
BDF
2406
Black Diamond Financial
Maryland
$632K +$110K +216 +21%
LFDLE
2407
La Financiere de L'Echiquier
France
$631K -$161K -316 -20%
PCMC
2408
Planning Capital Management Corporation
Pennsylvania
$631K +$400K +785 +173%
HFS
2409
Heritage Financial Services
Massachusetts
$630K -$47.9K -94 -7%
TF
2410
Trek Financial
Arizona
$629K -$136K -267 -18%
IA
2411
Insight Advisors
Pennsylvania
$629K -$7.64K -15 -1%
TCPW
2412
Twin City Private Wealth
North Carolina
$628K +$30.5K +60 +5%
AB
2413
Atlas Brown
Kentucky
$627K -$230K -451 -27%
APW
2414
Austin Private Wealth
Texas
$627K -$7.64K -15 -1%
BMMM
2415
Boston Mountain Money Management
Arkansas
$627K -$10.7K -21 -2%
MIFH
2416
Migdal Insurance & Financial Holdings
Israel
$626K +$181K +359 +41%
SWA
2417
SOA Wealth Advisors
New York
$626K +$179K +351 +40%
EA
2418
Ellsworth Advisors
Ohio
$625K +$60.6K +119 +11%
CMANY
2419
Capital Management Associates (New York)
New York
$623K -$294K -577 -32%
Members Trust
2420
Members Trust
Florida
$621K -$9.68K -19 -2%
VWWMG
2421
Vermillion & White Wealth Management Group
Pennsylvania
$618K +$1.02K +2 +0.2%
UAG
2422
United Advisor Group
Ohio
$617K +$617K +1,212 New
GWP
2423
Gateway Wealth Partners
Wisconsin
$617K +$159K +313 +35%
NF
2424
NavPoint Financial
Minnesota
$616K +$2.55K +5 +0.4%
H
2425
HoyleCohen
California
$616K -$37.2K -73 -6%