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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 %
PCMC
2651
Private Capital Management (Colorado)
Colorado
$435K -$45K -91 -9%
RW
2652
REDW Wealth
New Mexico
$435K -$2.47K -5 -0.6%
IAMOG
2653
Investors Asset Management of Georgia
Georgia
$435K -$313K -632 -42%
ODIJL
2654
One Day In July LLC
Vermont
$435K +$67.8K +137 +18%
SWA
2655
SOA Wealth Advisors
New York
$434K +$17.8K +36 +4%
APWA
2656
Atlas Private Wealth Advisors
New Jersey
$434K -$432K -874 -50%
MHR
2657
Matthew Hamilton Rosenberg
$431K +$2.45K +5 +0.6%
CB
2658
Centennial Bank
Arkansas
$430K -$24.7K -50 -5%
BWM
2659
Birchcreek Wealth Management
Ohio
$430K
LODC
2660
Lanham O'Dell & Company
West Virginia
$430K +$6.93K +14 +2%
CIG
2661
Cairn Investment Group
Washington
$429K
FHWM
2662
Fox Hill Wealth Management
Massachusetts
$429K -$1.46M -2,950 -77%
MSF
2663
Mustard Seed Financial
Arkansas
$428K
FUBT
2664
First United Bank & Trust
Maryland
$428K
SFG
2665
Seamount Financial Group
Colorado
$426K -$417K -842 -49%
GFA
2666
Gallagher Fiduciary Advisors
Illinois
$426K -$8.9K -18 -2%
CC
2667
Cipher Capital
New York
$425K +$118K +239 +38%
JE
2668
JMAC Enterprises
Pennsylvania
$425K -$2.47K -5 -0.6%
T
2669
Tidemark
California
$424K +$98.4K +199 +30%
FCIM
2670
Fairview Capital Investment Management
California
$423K -$98.9K -200 -19%
SFP
2671
Sandbox Financial Partners
Maryland
$423K -$87K -176 -17%
PA
2672
Perennial Advisors
New York
$422K
LT
2673
Legacy Trust
Michigan
$422K
GHA
2674
Granite Harbor Advisors
Texas
$420K +$27.7K +56 +7%
PPW
2675
Pasadena Private Wealth
California
$419K