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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 %
CWA
2726
Continuum Wealth Advisors
New York
$391K -$37.1K -75 -9%
CFP
2727
Cascade Financial Partners
California
$390K +$390K +889 New
WDA
2728
Wendell David Associates
New Hampshire
$389K -$29.7K -60 -7%
AWM
2729
Aviso Wealth Management
Washington
$389K +$114K +231 +42%
GFPC
2730
Global Financial Private Client
Florida
$388K
TWA
2731
Tandem Wealth Advisors
Arizona
$386K
IAG
2732
Investmark Advisory Group
Connecticut
$386K +$495 +1 +0.1%
EWM
2733
Edge Wealth Management
New York
$384K +$178K +360 +86%
RS
2734
Rakuten Securities
Japan
$384K +$241K +487 +168%
MTC
2735
McDaniel Terry & Co
Texas
$384K +$65.3K +132 +20%
SG
2736
Sienna Gestion
France
$383K +$383K +775 New
BFWA
2737
Benchmark Financial Wealth Advisors
Florida
$383K +$39.6K +80 +12%
TMWM
2738
Taylor & Morgan Wealth Management
Michigan
$382K +$494 +1 +0.1%
EL
2739
EWA LLC
Pennsylvania
$382K +$382K +745 New
CAM
2740
Columbia Asset Management
Michigan
$381K
WP
2741
Westmount Partners
California
$381K -$45.5K -92 -11%
GAM
2742
Garrison Asset Management
Arkansas
$380K -$4.95K -10 -1%
BHIA
2743
Birch Hill Investment Advisors
Massachusetts
$380K +$9.89K +20 +3%
AWCI
2744
Alpine Woods Capital Investors
New York
$380K -$12.1K -25 -3%
IFO
2745
Independent Family Office
New York
$379K +$64.3K +130 +20%
KLI
2746
Kelman-Lazarov Inc
Tennessee
$378K
JWA
2747
JFS Wealth Advisors
Pennsylvania
$377K +$29.7K +60 +9%
BMA
2748
Brooks Moore & Associates
Tennessee
$377K -$15.8K -32 -4%
RLIM
2749
Red Lighthouse Investment Management
New York
$376K +$1.98K +4 +0.5%
WWC
2750
Waypoint Wealth Counsel
Georgia
$376K +$13.9K +28 +4%