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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 %
BSSFA
2576
Baron Silver Stevens Financial Advisors
Florida
$491K +$111K +225 +29%
SAM
2577
Seelaus Asset Management
New Jersey
$491K -$9.9K -20 -2%
NPP
2578
New Potomac Partners
Maryland
$489K
PKC
2579
Palmer Knight Company
Florida
$487K -$5.94K -12 -1%
HCM
2580
Hengehold Capital Management
Ohio
$487K -$23.2K -47 -5%
EA
2581
Ellsworth Advisors
Ohio
$487K +$78.2K +178 +19%
HCM
2582
Hodges Capital Management
Texas
$482K -$655K -1,324 -58%
FFA
2583
Founders Financial Alliance
North Carolina
$482K -$571K -1,155 -54%
GCA
2584
Genesee Capital Advisors
New York
$482K +$1.48K +3 +0.3%
GG
2585
Greenwood Gearhart
Arkansas
$480K +$5.44K +11 +1%
RBFC
2586
Roman Butler Fullerton & Co
Missouri
$479K -$80.5K -164 -14%
PWP
2587
Private Wealth Partners
California
$478K +$247K +500 +107%
LAM
2588
LifePro Asset Management
California
$477K +$477K +964 New
SPA
2589
Sherbrooke Park Advisers
New York
$475K +$475K +961 New
TA
2590
TFB Advisors
Kansas
$475K +$177K +365 +59%
IIA
2591
Integral Investment Advisors
California
$475K +$259K +526 +120%
AWA
2592
Amplius Wealth Advisors
Pennsylvania
$473K -$18.8K -38 -4%
WA
2593
Waddell & Associates
Tennessee
$473K -$337K -680 -42%
AWM
2594
Aprio Wealth Management
Georgia
$473K +$131K +264 +38%
NPT
2595
Nixon Peabody Trust
Massachusetts
$470K -$11.9K -24 -2%
LW
2596
Linscomb Wealth
Texas
$470K -$14.3K -29 -3%
KA
2597
Klingman & Associates
New York
$469K -$34.6K -70 -7%
WSWA
2598
Warren Street Wealth Advisors
California
$469K +$26.7K +54 +6%
RWI
2599
Red Wave Investments
Pennsylvania
$468K
VST
2600
Van Strum & Towne
California
$467K