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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 %
RIG
2551
Renaissance Investment Group
Massachusetts
$515K -$17.3K -35 -3%
UL
2552
Unionview LLC
Washington
$513K -$19.8K -40 -4%
HWA
2553
HHM Wealth Advisors
Tennessee
$512K -$18.8K -38 -4%
BIA
2554
BHK Investment Advisors
Alabama
$512K +$199K +403 +64%
T
2555
TCWP
Ohio
$511K -$13.4K -27 -3%
WEG
2556
World Equity Group
Illinois
$510K -$353K -714 -41%
HWM
2557
HFR Wealth Management
New York
$510K
SF
2558
SWP Financial
California
$510K +$1.98K +4 +0.4%
OCM
2559
Orser Capital Management
Texas
$509K +$286K +578 +128%
LSC
2560
Lesa Sroufe & Co
Washington
$507K
GC
2561
Garde Capital
Washington
$506K +$989 +2 +0.2%
CC
2562
Callan Capital
California
$505K +$68.8K +139 +16%
FHC
2563
First Heartland Consultants
Missouri
$505K +$101K +203 +25%
BC
2564
Barrett & Company
Rhode Island
$504K -$22.3K -45 -4%
BFA
2565
Bill Few Associates
Pennsylvania
$504K -$13.4K -27 -3%
BWM
2566
BCS Wealth Management
Tennessee
$504K -$15.3K -31 -3%
SCA
2567
Sandy Cove Advisors
Massachusetts
$504K +$25.7K +52 +5%
TPWM
2568
Twelve Points Wealth Management
Massachusetts
$503K -$45.5K -92 -8%
BFC
2569
Bedel Financial Consulting
Indiana
$503K
BFS
2570
Burr Financial Services
California
$502K
FFWM
2571
Future Financial Wealth Management
Ohio
$500K -$106K -215 -18%
TIA
2572
Traphagen Investment Advisors
New Jersey
$497K -$22.3K -45 -4%
FCM
2573
Fogel Capital Management
Florida
$497K
BFWM
2574
Bright Futures Wealth Management
New York
$496K +$496K +1,020 New
CBA
2575
Coastal Bridge Advisors
Connecticut
$491K