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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 %
CJ
2776
Caitlin John
Michigan
$363K +$494 +1 +0.1%
PSIWM
2777
Paradigm Strategies in Wealth Management
Minnesota
$363K
OCM
2778
Orion Capital Management
California
$361K -$16.8K -34 -4%
NFP
2779
Narus Financial Partners
Utah
$360K
FVWA
2780
Foster Victor Wealth Advisors
South Carolina
$359K -$1.33K -3 -0.4%
SFM
2781
Signet Financial Management
New Jersey
$358K +$26.7K +54 +8%
FFG
2782
Fortem Financial Group
California
$358K -$28.2K -57 -7%
WRPWM
2783
Werba Rubin Papier Wealth Management
California
$358K +$24.2K +49 +7%
NI
2784
NDVR Inc
Massachusetts
$358K +$10.9K +22 +3%
EB
2785
Exchange Bank
California
$357K -$5.94K -12 -2%
BST
2786
Bath Savings Trust
Maine
$357K +$6.43K +13 +2%
WGC
2787
Watts Gwilliam & Co
Arizona
$357K +$357K +695 New
CC
2788
Cornerstone Capital
California
$356K -$106K -215 -23%
NWA
2789
New World Advisors
Massachusetts
$356K -$13.9K -28 -4%
DWP
2790
Destiny Wealth Partners
Florida
$355K -$1.98K -4 -0.6%
MSA
2791
Marino Stram & Associates
Massachusetts
$354K
MPW
2792
Monterey Private Wealth
California
$353K +$2.97K +6 +0.8%
OFW
2793
Omnia Family Wealth
Florida
$353K +$54.4K +110 +18%
SGCA
2794
Steel Grove Capital Advisors
Tennessee
$352K +$352K +711 New
WAM
2795
Worth Asset Management
Texas
$351K -$1.77M -3,586 -83%
ACM
2796
AlphaStar Capital Management
North Carolina
$351K -$45K -91 -11%
NOI
2797
Newton One Investments
Delaware
$351K +$990 +2 +0.3%
WCFA
2798
Walkner Condon Financial Advisors
Wisconsin
$351K -$18.8K -38 -5%
CFS
2799
Commonwealth Financial Services
West Virginia
$351K
EPA
2800
Element Pointe Advisors
Florida
$350K -$144K -291 -29%