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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 %
WF
2876
Wayfinding Financial
Washington
$317K -$92.7K -184 -23%
CWM
2877
Concentric Wealth Management
California
$317K +$69.3K +140 +28%
CFO
2878
Custos Family Office
Texas
$315K -$11.4K -23 -3%
MPW
2879
MGO Private Wealth
California
$315K
BW
2880
BIP Wealth
Georgia
$315K +$7.92K +16 +3%
OPOWM
2881
One Plus One Wealth Management
Florida
$315K
HHGA
2882
Halbert Hargrove Global Advisors
California
$313K +$12.4K +25 +4%
WDG
2883
Wealth Dimensions Group
Ohio
$313K -$33.6K -68 -10%
C
2884
Covestor
United Kingdom
$312K +$50K +101 +19%
EIA
2885
Edgemoor Investment Advisors
Maryland
$312K -$9.89K -20 -3%
DA
2886
Dash Acquisitions
California
$311K +$12.9K +27 +4%
DWM
2887
Dogwood Wealth Management
Kansas
$311K +$53K +107 +20%
NG
2888
Northstar Group
New York
$311K
SC
2889
Stephenson & Company
California
$311K -$1.98K -4 -0.6%
WJA
2890
Willis Johnson & Associates
Texas
$311K +$45.5K +92 +17%
CFP
2891
Cypress Financial Planning
New Jersey
$311K +$311K +628 New
VFG
2892
V2 Financial group
Illinois
$310K +$110K +223 +55%
AA
2893
Aufman Associates
Pennsylvania
$309K
EWM
2894
Endowment Wealth Management
Wisconsin
$309K -$1.49K -3 -0.5%
LFP
2895
Lakeshore Financial Planning
Michigan
$308K
XWM
2896
Xcel Wealth Management
Florida
$308K -$41.6K -84 -12%
BA
2897
Bridge Advisory
California
$307K +$37.6K +76 +14%
CNC
2898
Citizens & Northern Corp
Pennsylvania
$307K -$8.41K -17 -3%
TA
2899
Tactive Advisors
Florida
$307K -$13.4K -27 -4%
SWM
2900
Seed Wealth Management
Illinois
$307K