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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 %
EWM
2951
EPG Wealth Management
Georgia
$280K -$24.8K -50 -8%
FMTCOCP
2952
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$279K -$31.7K -64 -10%
TSWM
2953
Tyler-Stone Wealth Management
Ohio
$278K -$39.1K -79 -12%
VAMG
2954
Voisard Asset Management Group
Michigan
$278K -$49.5K -100 -15%
LAM
2955
Lakewood Asset Management
Illinois
$277K +$495 +1 +0.2%
PGIM
2956
Pacific Global Investment Management
California
$277K -$3.46K -7 -1%
LFS
2957
Legacy Financial Strategies
Kansas
$277K +$277K +559 New
CWA
2958
Consilio Wealth Advisors
Washington
$275K -$73.2K -148 -21%
BBW
2959
Blue Barn Wealth
Utah
$275K -$55.4K -112 -17%
SFG
2960
Summit Financial Group
West Virginia
$275K
ME
2961
McIlrath & Eck
Washington
$274K +$5.94K +12 +2%
NAMNJ
2962
NorthStar Asset Management (New Jersey)
New Jersey
$274K +$495 +1 +0.2%
PFWA
2963
Paces Ferry Wealth Advisors
Georgia
$274K -$3.96K -8 -1%
BIA
2964
Barry Investment Advisors
Massachusetts
$273K +$495 +1 +0.2%
OPWM
2965
Oakwell Private Wealth Management
Texas
$273K -$2.47K -5 -0.9%
GCM
2966
G2 Capital Management
Ohio
$272K +$989 +2 +0.4%
MAM
2967
Mainsail Asset Management
Alabama
$272K
PW
2968
Peninsula Wealth
California
$271K -$33.1K -67 -11%
KFS
2969
Kaizen Financial Strategies
California
$271K -$28.2K -57 -9%
GA
2970
GSG Advisors
New Jersey
$271K -$103K -224 -28%
DI
2971
Diligent Investors
California
$271K +$47.5K +96 +21%
SA
2972
Skyline Advisors
Washington
$271K -$54.4K -110 -17%
IWM
2973
Integris Wealth Management
California
$271K -$32.7K -66 -11%
MAM
2974
Mystic Asset Management
Rhode Island
$271K +$51.9K +105 +24%
WP
2975
WealthPLAN Partners
Nebraska
$270K -$64.8K -131 -19%