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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 %
DWA
2626
Delap Wealth Advisory
Oregon
$450K +$149K +301 +49%
ML
2627
Mayport LLC
Massachusetts
$450K
JPWM
2628
Jamison Private Wealth Management
Georgia
$448K +$83.1K +168 +23%
SWM
2629
Salvus Wealth Management
New Jersey
$447K -$9.4K -19 -2%
TAM
2630
Titleist Asset Management
Texas
$447K -$579K -1,170 -56%
HWMC
2631
Heritage Wealth Management (California)
California
$446K -$1.48K -3 -0.3%
OPA
2632
Old Port Advisors
Maine
$446K -$9.4K -19 -2%
MWM
2633
Mosley Wealth Management
California
$444K -$4.45K -9 -1%
GWP
2634
Gateway Wealth Partners
Wisconsin
$444K +$70.7K +143 +19%
PCH
2635
PGIM Custom Harvest
New Jersey
$443K -$8.91K -18 -2%
EWA
2636
Etesian Wealth Advisors
Oregon
$443K -$41.6K -84 -9%
VAF
2637
Values Added Financial
District of Columbia
$442K -$81.6K -165 -16%
LWM
2638
Liberty Wealth Management
California
$442K -$5.51K -11 -1%
ADMI
2639
Albert D. Mason Inc
Massachusetts
$440K -$3.96K -8 -0.9%
OCM
2640
Objective Capital Management
Ohio
$439K -$2.47K -5 -0.6%
PWS
2641
Peterson Wealth Services
Utah
$439K +$4.95K +10 +1%
KOCAA
2642
Knights of Columbus Asset Advisors
Connecticut
$438K -$245K -495 -36%
JWS
2643
Juncture Wealth Strategies
Arizona
$438K
CHA
2644
Cooper/Haims Advisors
New York
$438K -$18.8K -38 -4%
MIFH
2645
Migdal Insurance & Financial Holdings
Israel
$438K -$1.77M -3,581 -80%
MAG
2646
M3 Advisory Group
Massachusetts
$438K +$98K +198 +29%
RWP
2647
Ridgecrest Wealth Partners
California
$437K +$495 +1 +0.1%
SAM
2648
Satovsky Asset Management
New York
$436K +$1.98K +4 +0.5%
SBWIC
2649
Schaper Benz & Wise Investment Counsel
Wisconsin
$436K +$494 +1 +0.1%
HHRDM
2650
H&H Retirement Design & Management
Nevada
$436K +$436K +887 New