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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 %
LTI
2801
Laffer Tengler Investments
Tennessee
$350K +$91K +184 +35%
CAM
2802
Creekmur Asset Management
Illinois
$349K +$37.1K +75 +12%
SSC
2803
Syverson Strege & Co
Iowa
$349K +$64.3K +130 +23%
HBW
2804
Hazlett, Burt & Watson
West Virginia
$349K -$23.3K -47 -6%
ITIM
2805
Indiana Trust & Investment Management
Indiana
$349K -$19.8K -40 -5%
CCA
2806
Cottonwood Capital Advisors
Utah
$348K -$24.1K -54 -6%
CCB
2807
Cutter & Co Brokerage
Missouri
$348K -$247K -500 -42%
BOM
2808
Bank of Marin
California
$347K +$347K +702 New
AFA
2809
American Financial Advisors
Georgia
$347K
PCMK
2810
Paragon Capital Management (Kansas)
Kansas
$347K
GCIA
2811
Gabelli & Co Investment Advisers
New York
$346K +$346K +700 New
FWI
2812
Facet Wealth Inc
Maryland
$346K -$58.8K -119 -15%
RFA
2813
RTD Financial Advisors
Pennsylvania
$346K
FA
2814
Fermata Advisors
California
$346K +$116K +235 +51%
SIC
2815
SFE Investment Counsel
California
$345K +$345K +698 New
IFA
2816
Index Fund Advisors
California
$345K
BF
2817
Brogan Financial
Tennessee
$344K +$149K +302 +77%
CWM
2818
Cherrydale Wealth Management
New Jersey
$344K +$14.3K +29 +4%
RA
2819
Rise Advisors
New York
$344K +$238K +481 +226%
KOMWMG
2820
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$343K -$2.47K -5 -0.7%
SA
2821
Shilanski & Associates
Alaska
$343K +$4.95K +10 +1%
TFF
2822
The Family Firm
Maryland
$343K +$989 +2 +0.3%
MMC
2823
Mizuho Markets Cayman
Cayman Islands
$343K +$343K +675 New
SSWM
2824
Strait & Sound Wealth Management
California
$342K +$49K +111 +17%
RFN
2825
Redwood Financial Network
Ohio
$341K -$14.8K -30 -4%