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UnitedHealth

3,352 hedge funds and large institutions have $397B invested in UnitedHealth in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 1,531 increasing their positions, 1,304 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.59%
Holding in Top 10
238
Holding in Top 10 Change
-124
Holding in Top 10 Change %
-34.25%
% of All Funds
3.45%
New
177
Increased
1,531
Reduced
1,304
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Shares
Change %
C
2476
CEDRUS
Colorado
$573K -$54.9K -111 -9%
APW
2477
Austin Private Wealth
Texas
$573K +$51K +111 +10%
WPWM
2478
Western Pacific Wealth Management
Illinois
$572K +$126K +254 +28%
PP
2479
PrairieView Partners
Minnesota
$572K -$496 -1 -0.1%
NBT
2480
Northwest Bank & Trust
Iowa
$571K -$11.6K -24 -2%
SAMC
2481
Spectrum Asset Management (California)
California
$570K
TA
2482
Tectonic Advisors
Texas
$569K +$1.98K +4 +0.3%
VWM
2483
Valley Wealth Managers
New Jersey
$568K +$45.5K +92 +9%
WPW
2484
Watershed Private Wealth
Illinois
$566K -$31.7K -64 -5%
SRC
2485
Sage Rhino Capital
California
$566K +$9.4K +19 +2%
PIN
2486
Prudent Investors Network
California
$565K +$565K +1,142 New
VWA
2487
Visionary Wealth Advisors
Illinois
$565K -$44.5K -90 -7%
RFP
2488
Root Financial Partners
California
$564K +$564K +1,140 New
HCP
2489
Hexagon Capital Partners
Arkansas
$562K -$57.4K -116 -9%
GKWIM
2490
Gerber Kawasaki Wealth & Investment Management
California
$561K +$97.5K +197 +21%
NWM
2491
Northwest Wealth Management
Iowa
$559K +$18.3K +37 +3%
MSS
2492
Mitchell Sinkler & Starr
Pennsylvania
$558K -$131K -264 -19%
LI
2493
Lafayette Investments
Maryland
$557K +$24.7K +50 +5%
AIIMS
2494
Analyst IMS Investment Management Services
Israel
$556K +$332K +671 +148%
RVPG
2495
Relative Value Partners Group
$555K -$3.58K -7 -0.6%
THL
2496
Tillman Hartley LLC
Colorado
$554K +$495 +1 +0.1%
MAP
2497
Moody Aldrich Partners
Massachusetts
$554K +$15.3K +31 +3%
OFG
2498
Oxford Financial Group
Indiana
$553K +$45K +91 +9%
GQG Partners
2499
GQG Partners
Florida
$552K -$1.69B -3,425,293 -100%
FCAS
2500
First Command Advisory Services
Texas
$550K +$988 +2 +0.2%