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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 %
EA
2676
Echo45 Advisors
California
$418K -$19.8K -40 -5%
CFA
2677
Capstone Financial Advisors
Illinois
$418K
RB
2678
Rodgers Brothers
Pennsylvania
$417K +$9.89K +20 +2%
HFS
2679
Horizon Financial Services
North Carolina
$416K -$10.9K -22 -3%
MGAM
2680
McGowan Group Asset Management
Texas
$416K -$10.4K -21 -2%
RCG
2681
Regatta Capital Group
California
$416K +$5.94K +12 +1%
EWM
2682
Elite Wealth Management
Washington
$416K
FA
2683
Fiduciary Alliance
South Carolina
$416K +$3.43K +7 +0.8%
BAM
2684
Byrne Asset Management
New Jersey
$416K -$453K -867 Closed
CWA
2685
Canvas Wealth Advisors
Kansas
$415K +$34.5K +72 +9%
LSA
2686
Lion Street Advisors
Texas
$415K
AF
2687
Aldebaran Financial
$415K -$82.6K -167 -17%
MWM
2688
Mascoma Wealth Management
New Hampshire
$413K
Q
2689
QVR
California
$413K +$413K +835 New
SWC
2690
Spectrum Wealth Counsel
Indiana
$413K -$6.18M -12,492 -94%
MSRI
2691
Michael S. Ryan Inc
New York
$412K -$16.3K -33 -4%
FA
2692
Forefront Analytics
Pennsylvania
$409K +$142K +285 +53%
3F
2693
360 Financial
Minnesota
$409K -$89K -180 -18%
AFG
2694
Allegheny Financial Group
Pennsylvania
$409K -$226K -456 -36%
AP
2695
Atwood & Palmer
Missouri
$408K +$15.8K +32 +4%
CRA
2696
Clear Rock Advisors
Texas
$408K
GSIS
2697
Global Strategic Investment Solutions
Arizona
$407K +$7.42K +15 +2%
PMG
2698
ProVise Management Group
Florida
$406K -$2.19M -4,435 -84%
VCP
2699
Verus Capital Partners
Arizona
$404K -$146K -295 -27%
KWM
2700
Kaydan Wealth Management
Michigan
$404K -$9.4K -19 -2%