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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 %
TWA
2926
Talisman Wealth Advisors
New Jersey
$296K
PWA
2927
Provenance Wealth Advisors
Florida
$295K -$7.42K -15 -2%
SHJ
2928
Sharkey, Howes & Javer
Colorado
$295K +$16.3K +33 +6%
OPTFSNA
2929
Old Point Trust & Financial Services N A
Virginia
$294K
WCG
2930
Weaver Consulting Group
California
$293K +$12.9K +26 +5%
EWM
2931
Elevatus Welath Management
New York
$293K -$5.45K -11 -2%
OCPWS
2932
One Charles Private Wealth Services
Massachusetts
$293K +$3.96K +8 +1%
O3W
2933
Omni 360 Wealth
New Jersey
$293K +$293K +591 New
LPAM
2934
Lodestar Private Asset Management
California
$292K -$64.8K -131 -18%
ZF
2935
Zhang Financial
Michigan
$292K +$62.9K +127 +27%
USB
2936
Union Savings Bank
Connecticut
$291K
AWM
2937
Alterna Wealth Management
Texas
$290K +$290K +587 New
WCM
2938
Wealthcare Capital Management
Virginia
$289K -$9.89K -20 -3%
HFM
2939
Harvest Fund Management
China
$289K -$817K -1,653 -74%
SCM
2940
Stonehearth Capital Management
Massachusetts
$289K +$26.7K +54 +10%
FWM
2941
Forza Wealth Management
Florida
$288K -$129K -260 -31%
PA
2942
Probity Advisors
Texas
$288K
MF
2943
Meridian Financial
Massachusetts
$288K
IAP
2944
Indie Asset Partners
Indiana
$284K +$7.91K +16 +3%
CFS
2945
Coordinated Financial Services
Colorado
$283K +$283K +571 New
CFP
2946
Curran Financial Partners
South Carolina
$282K
CIA
2947
Compass Ion Advisors
Pennsylvania
$282K -$9.41K -19 -3%
QC
2948
QCM Cayman
Texas
$281K +$281K +569 New
HWP
2949
Hibernia Wealth Partners
Louisiana
$281K -$4.46K -9 -2%
SFO
2950
Standard Family Office
South Dakota
$280K +$280K +567 New