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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 %
CA
2901
Crumly & Associates
Illinois
$307K -$4.95K -10 -2%
FFA
2902
Frazier Financial Advisors
Ohio
$307K -$25.2K -51 -8%
PCS
2903
Private Client Services
Kentucky
$306K -$11.4K -23 -4%
SFC
2904
Swisher Financial Concepts
Ohio
$306K -$9.86K -22 -3%
AIM
2905
Avity Investment Management
Connecticut
$306K
LI
2906
LVZ Inc
Michigan
$305K -$200K -405 -40%
SFS
2907
Security Financial Services
Indiana
$305K +$29.2K +59 +11%
IA
2908
IMZ Advisory
Florida
$305K -$7.42K -15 -2%
MC
2909
Maverick Capital
Texas
$305K +$305K +616 New
OW
2910
Olistico Wealth
Oklahoma
$304K -$1.49K -3 -0.5%
I
2911
InceptionR
California
$304K -$34.1K -69 -10%
WB
2912
West Bancorporation
Iowa
$304K -$15.8K -32 -5%
RFG
2913
Range Financial Group
Oregon
$303K +$27.2K +55 +10%
EFG
2914
Embree Financial Group
Illinois
$303K +$32.6K +66 +12%
OFS
2915
Oldfather Financial Services
Nebraska
$303K -$471K -952 -61%
MIM
2916
Merrion Investment Management
New Jersey
$302K
BWA
2917
Brave Warrior Advisors
New York
$302K
MCM
2918
Mengis Capital Management
Oregon
$301K +$301K +609 New
SIC
2919
SJS Investment Consulting
Ohio
$301K +$71.2K +144 +31%
VCP
2920
Vista Capital Partners
Oregon
$300K -$10.4K -21 -3%
LSIA
2921
LaSalle St. Investment Advisors
Illinois
$299K
CWA
2922
CJM Wealth Advisers
Virginia
$299K -$2.97K -6 -1%
AWM
2923
Atticus Wealth Management
Florida
$299K +$125K +252 +72%
KBFS
2924
Kohmann Bosshard Financial Services
Ohio
$297K
WAS
2925
Winch Advisory Services
Wisconsin
$296K +$67.8K +137 +30%