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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 %
HC
2826
Hamilton Capital
Ohio
$340K -$67.3K -136 -17%
4WM
2827
4J Wealth Management
Virginia
$340K
SC
2828
Seldon Capital
California
$340K
GCM
2829
Gallacher Capital Management
Colorado
$340K -$262K -530 -44%
AGP
2830
Autumn Glory Partners
Texas
$339K
BIP
2831
Blueprint Investment Partners
North Carolina
$338K -$1.49M -3,020 -82%
BHBT
2832
Burke & Herbert Bank & Trust
Virginia
$338K -$107K -216 -24%
CFA
2833
CWS Financial Advisors
Michigan
$338K -$79.6K -161 -19%
BEAM
2834
Baker Ellis Asset Management
Washington
$338K -$54.4K -110 -14%
WC
2835
Woodstock Corp
Massachusetts
$338K -$49.5K -100 -13%
CWG
2836
Crown Wealth Group
North Carolina
$337K +$14.8K +30 +5%
AWAP
2837
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$337K -$31.2K -63 -8%
1WM
2838
1858 Wealth Management
Ohio
$335K
SL
2839
Sentinus LLC
Illinois
$335K +$335K +676 New
FAM
2840
Flaharty Asset Management
Florida
$333K -$2.97K -6 -0.9%
LC
2841
Landaas & Company
Wisconsin
$332K +$990 +2 +0.3%
HWA
2842
Heartwood Wealth Advisors
Virginia
$331K
SAA
2843
Southeast Asset Advisors
Georgia
$331K
CIS
2844
Custom Index Systems
New York
$330K +$330K +667 New
LSA
2845
Lansing Street Advisors
Pennsylvania
$330K +$12.4K +25 +4%
YCG
2846
Yeomans Consulting Group
Georgia
$329K +$28.7K +58 +10%
DA
2847
DCM Advisors
New York
$329K -$808K -1,633 -71%
GIP
2848
Greatmark Investment Partners
Georgia
$329K -$14.3K -29 -4%
DA
2849
Drake & Associates
Wisconsin
$329K +$7.92K +16 +2%
MWA
2850
Motive Wealth Advisors
Michigan
$329K +$111K +224 +51%