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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 %
RCM
2451
Raleigh Capital Management
North Carolina
$596K -$70.3K -138 -11%
SL
2452
Salomon & Ludwin
Virginia
$595K -$219K -430 -27%
CP
2453
Castleview Partners
Texas
$595K +$29.5K +58 +5%
IHWM
2454
Iron Horse Wealth Management
Iowa
$594K
IP
2455
Ignite Planners
California
$594K -$180K -369 -23%
GWAM
2456
Guardian Wealth Advisors (Minnesota)
Minnesota
$593K -$12.7K -25 -2%
MWM
2457
Mosley Wealth Management
California
$591K +$134K +263 +29%
SAMC
2458
Spectrum Asset Management (California)
California
$589K +$2.04K +4 +0.3%
FBT
2459
First Bank & Trust
South Dakota
$589K -$26K -51 -4%
HPM
2460
Hoxton Planning & Management
West Virginia
$589K -$39.7K -78 -6%
TA
2461
Tectonic Advisors
Texas
$588K +$2.55K +5 +0.4%
FWM
2462
FFT Wealth Management
Pennsylvania
$586K -$188K -370 -24%
BFWM
2463
Bright Futures Wealth Management
New York
$585K -$17.1K -29 -3%
C
2464
CEDRUS
Colorado
$585K -$5.6K -11 -0.9%
WPW
2465
Watershed Private Wealth
Illinois
$584K +$1.53K +3 +0.3%
ACM
2466
Arcataur Capital Management
Wisconsin
$583K +$19.9K +39 +4%
HCP
2467
Hexagon Capital Partners
Arkansas
$582K +$4.07K +8 +0.7%
PIN
2468
Prudent Investors Network
California
$582K
GCM
2469
Gables Capital Management
Florida
$580K +$15.3K +30 +3%
RBFC
2470
Roman Butler Fullerton & Co
Missouri
$579K +$90.2K +180 +18%
QPWM
2471
Quadrant Private Wealth Management
Pennsylvania
$578K +$14.8K +29 +3%
AWM
2472
Aberdeen Wealth Management
Illinois
$578K +$346K +680 +149%
NCTC
2473
New Covenant Trust Company
Indiana
$577K -$35.6K -63 -6%
KOCAA
2474
Knights of Columbus Asset Advisors
Connecticut
$574K +$123K +242 +27%
TA
2475
TFB Advisors
Kansas
$571K +$71.3K +140 +14%