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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 %
UWPG
2426
Ullmann Wealth Partners Group
Florida
$615K +$76.4K +150 +14%
CFMC
2427
Curbstone Financial Management Corp
New Hampshire
$614K
NCFG
2428
New Century Financial Group
New Jersey
$614K +$76.4K +150 +14%
NC
2429
nVerses Capital
Florida
$611K +$611K +1,200 New
MBI
2430
May Barnhard Investments
Maryland
$611K +$1.02K +2 +0.2%
VWM
2431
Valley Wealth Managers
New Jersey
$610K +$25K +49 +4%
CWP
2432
Core Wealth Partners
California
$610K +$78.4K +154 +15%
DA
2433
Dillon & Associates
Michigan
$609K
SAF
2434
Smith Anglin Financial
Texas
$609K -$43.3K -85 -7%
WFA
2435
Wellspring Financial Advisors
Ohio
$608K +$64.2K +126 +12%
AP
2436
Adero Partners
California
$608K +$74.4K +146 +14%
CC
2437
Chicago Capital
Illinois
$608K -$371K -729 -38%
IFPG
2438
Intrepid Financial Planning Group
Indiana
$608K -$30.6K -60 -5%
LA
2439
Lifeworks Advisors
Michigan
$607K +$12.2K +24 +2%
TCM
2440
Traynor Capital Management
Pennsylvania
$603K -$123K -242 -17%
NBT
2441
Northwest Bank & Trust
Iowa
$601K
SFCL
2442
Strengthening Families & Communities LLC
Massachusetts
$599K +$599K +1,176 New
TAM
2443
Titleist Asset Management
Texas
$599K +$139K +272 +30%
ACM
2444
Armbruster Capital Management
New York
$598K
BBNB
2445
Baker Boyer National Bank
Washington
$597K
PWM
2446
Penobscot Wealth Management
Maine
$597K +$4.88K +10 +0.8%
CFO
2447
Collective Family Office
Pennsylvania
$596K -$207K -407 -26%
JSAM
2448
J. Safra Asset Management
New York
$596K +$262K +514 +78%
CST
2449
Charles Schwab Trust
Nevada
$596K -$29K -57 -5%
KIG
2450
Kowal Investment Group
Wisconsin
$596K +$3.57K +7 +0.6%