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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 %
PTC
2701
Philadelphia Trust Company
Pennsylvania
$404K +$9.9K +20 +3%
CTWM
2702
Cherry Tree Wealth Management
Minnesota
$404K
CFFP
2703
Center for Financial Planning
Michigan
$404K +$7.42K +15 +2%
WWG
2704
West Wealth Group
California
$403K +$990 +2 +0.2%
BMC
2705
Benin Management Corp
Connecticut
$403K +$4.95K +10 +1%
OWA
2706
Octavia Wealth Advisors
Ohio
$402K -$27.7K -56 -6%
WAM
2707
Walker Asset Management
Missouri
$402K -$345K -697 -46%
WIM
2708
WealthPlan Investment Management
Nebraska
$401K
FC
2709
Financial Council
Maryland
$401K
C1AG
2710
Client 1st Advisory Group
Florida
$401K +$32.2K +65 +9%
TI
2711
Truepoint Inc
Ohio
$400K -$792K -1,601 -66%
EPP
2712
ETF Portfolio Partners
Kansas
$400K
BWP
2713
Bernardo Wealth Planning
Pennsylvania
$400K +$20.3K +41 +5%
NFSG
2714
Newbridge Financial Services Group
Florida
$399K -$162K -327 -29%
BMC
2715
Beaton Management Company
Massachusetts
$399K +$990 +2 +0.2%
CMTU
2716
Capital Markets Trading (UK)
United Kingdom
$399K +$399K +806 New
MWP
2717
Meridian Wealth Partners
Pennsylvania
$398K +$27.2K +55 +7%
GWM
2718
Gray Wealth Management
Maine
$395K +$32.2K +65 +9%
RDFA
2719
Ritter Daniher Financial Advisory
Ohio
$394K
SDAM
2720
Shulman DeMeo Asset Management
New York
$394K +$1.48K +3 +0.4%
GAM
2721
Gemmer Asset Management
California
$394K +$51.4K +104 +15%
BWA
2722
BlueChip Wealth Advisors
Georgia
$393K -$130K -263 -25%
AWM
2723
Avaii Wealth Management
Wisconsin
$392K -$28.2K -57 -7%
EW
2724
Element Wealth
Mississippi
$392K +$14.4K +29 +4%
VC
2725
Veery Capital
Delaware
$392K -$9.89K -20 -2%