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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 %
IIC
2526
Integrated Investment Consultants
Michigan
$529K -$16.3K -33 -3%
SCM
2527
Steele Capital Management
Iowa
$529K
WFA
2528
Wellspring Financial Advisors
Ohio
$529K +$86.5K +175 +20%
LWMG
2529
Levy Wealth Management Group
Pennsylvania
$528K
OA
2530
Operose Advisors
Wisconsin
$527K +$378K +765 +254%
SAM
2531
SignalPoint Asset Management
Missouri
$527K -$2K -4 -0.4%
KWM
2532
KFG Wealth Management
Indiana
$527K +$29.2K +59 +6%
GC
2533
GFG Capital
Florida
$526K -$44K -89 -8%
NJBEST
2534
New Jersey Better Educational Savings Trust
New Jersey
$526K
UWPG
2535
Ullmann Wealth Partners Group
Florida
$523K -$50K -101 -9%
DWM
2536
Darwin Wealth Management
Florida
$523K -$43.1K -87 -8%
HCA
2537
Horan Capital Advisors
Ohio
$522K -$44K -89 -8%
NCFG
2538
New Century Financial Group
New Jersey
$522K -$115K -233 -18%
BWM
2539
Buska Wealth Management
Wisconsin
$521K +$521K +1,053 New
PCM
2540
Perritt Capital Management
Illinois
$521K
RRCM
2541
Rappaport Reiches Capital Management
Illinois
$521K +$990 +2 +0.2%
TWP
2542
Tower Wealth Partners
Pennsylvania
$519K +$37.1K +75 +8%
AP
2543
Adero Partners
California
$519K -$110K -222 -17%
CSC
2544
Caldwell Sutter Capital
California
$518K -$496K -1,002 -49%
PPWM
2545
Paragon Private Wealth Management
Kentucky
$517K +$1.48K +3 +0.3%
CWP
2546
Core Wealth Partners
California
$516K +$19.8K +40 +4%
AIM
2547
Alhambra Investment Management
Florida
$516K -$2.47K -5 -0.5%
HCA
2548
Heck Capital Advisors
Wisconsin
$516K -$5.44K -11 -1%
VA
2549
Verdad Advisers
Massachusetts
$515K +$515K +1,042 New
CFG
2550
Carr Financial Group
Massachusetts
$515K -$59.4K -120 -10%