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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 %
LWP
2976
Laurel Wealth Planning
Minnesota
$270K
KIA
2977
KLR Investment Advisors
Rhode Island
$270K -$124K -253 -32%
BIP
2978
Blue Investment Partners
California
$270K
FCFC
2979
First Citizens Financial Corp
Iowa
$269K +$9.4K +19 +4%
UBV
2980
United Bank (Virginia)
Virginia
$269K +$2.97K +6 +1%
CFGA
2981
Cambridge Financial Group (Arizona)
Arizona
$268K -$50.4K -102 -16%
APW
2982
Acima Private Wealth
Virginia
$266K -$9.89K -20 -4%
GRA
2983
Golden Road Advisors
Florida
$265K -$20.8K -42 -7%
SSW
2984
Smith Shellnut Wilson
Mississippi
$265K
VCG
2985
Vantage Consulting Group
Virginia
$264K +$39.1K +79 +17%
PCM
2986
Palisade Capital Management
New Jersey
$264K -$12.4K -25 -4%
CWA
2987
Clarity Wealth Advisors
California
$263K +$1.98K +4 +0.8%
CCM
2988
Crew Capital Management
Ohio
$263K +$263K +531 New
FPFS
2989
First Personal Financial Services
North Carolina
$262K -$32.7K -66 -11%
VAM
2990
Verity Asset Management
North Carolina
$262K +$494 +1 +0.2%
SFC
2991
Strategic Financial Concepts
Texas
$261K +$261K +528 New
ELM
2992
Elite Life Management
Florida
$261K +$4.95K +10 +2%
FWM
2993
Focused Wealth Management
New York
$260K +$5.93K +12 +2%
RFA
2994
Rollins Financial Advisors
New York
$260K +$260K +527 New
TFG
2995
Team Financial Group
California
$260K -$25.7K -52 -9%
CC
2996
Corton Capital
Ontario, Canada
$260K -$180K -363 -41%
LF
2997
LifeSteps Financial
California
$260K
KCIC
2998
Kuhn & Co Investment Counsel
Illinois
$260K -$749K -1,514 -74%
SL
2999
Sentry LLC
Tennessee
$260K -$495 -1 -0.2%
AFC
3000
AFT Forsyth & Company
Florida
$259K -$136K -275 -34%