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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 %
SFWC
2501
Strategic Family Wealth Counselors
New Jersey
$549K +$4.95K +10 +0.9%
EWP
2502
Elevation Wealth Partners
California
$549K -$212K -429 -28%
CP
2503
Castleview Partners
Texas
$549K +$23.2K +47 +4%
GCM
2504
Gables Capital Management
Florida
$549K +$24.7K +50 +5%
WKSWA
2505
White Knight Strategic Wealth Advisors
New Jersey
$549K +$178K +359 +48%
LWL
2506
Leo Wealth LLC
Texas
$549K +$50.3K +102 +10%
MCM
2507
Mendel Capital Management
Arkansas
$548K -$63.8K -129 -10%
EFA
2508
Edge Financial Advisors
Illinois
$548K +$548K +1,108 New
QPWM
2509
Quadrant Private Wealth Management
Pennsylvania
$547K +$10.9K +22 +2%
ACM
2510
Arcataur Capital Management
Wisconsin
$547K -$2.47K -5 -0.5%
FCCM
2511
First City Capital Management
Georgia
$545K -$5.44K -11 -1%
HVP
2512
Hudson Value Partners
Florida
$545K +$67.3K +136 +14%
MWM
2513
Magnolia Wealth Management
Alabama
$541K +$271K +550 +100%
IIM
2514
Ipswich Investment Management
Massachusetts
$541K +$9.89K +20 +2%
NL
2515
Navalign LLC
California
$539K -$10.4K -21 -2%
BDF
2516
Black Diamond Financial
Maryland
$539K
WMA
2517
Wealth Management Associates
New Jersey
$538K -$280K -549 -34%
BBI
2518
Baxter Bros Inc
Connecticut
$538K -$104K -211 -16%
NCTC
2519
New Covenant Trust Company
Indiana
$536K +$536K +1,084 New
CVM
2520
Cheviot Value Management
California
$535K +$47.5K +96 +10%
HP
2521
Hyperion Partners
Pennsylvania
$534K -$13.9K -28 -3%
PHAM
2522
Palisades Hudson Asset Management
Florida
$533K
HKIMG
2523
Hutchens & Kramer Investment Management Group
Indiana
$531K +$74.4K +152 +16%
FM
2524
Family Management
New York
$531K +$9.4K +19 +2%
BFA
2525
Benedict Financial Advisors
Georgia
$531K +$102K +206 +24%