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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 %
MWA
3001
MN Wealth Advisors
Kansas
$259K -$31.2K -63 -11%
HFRG
3002
Houlihan Financial Resource Group
Virginia
$259K +$259K +524 New
MPCG
3003
Matrix Private Capital Group
New York
$259K -$12.4K -25 -5%
DIM
3004
Delta Investment Management
California
$258K +$47.5K +96 +23%
IAG
3005
Investment Advisory Group
Massachusetts
$258K +$33.1K +67 +15%
PBC
3006
Pavion Blue Capital
California
$256K -$2.97K -6 -1%
DWA
3007
Dougherty Wealth Advisers
Minnesota
$256K
AAM
3008
Azzad Asset Management
Virginia
$256K
FFWA
3009
Forthright Family Wealth Advisory
Texas
$256K +$4.95K +10 +2%
CWA
3010
Centennial Wealth Advisory
Michigan
$255K +$54.9K +111 +27%
WDC
3011
Woodward Diversified Capital
California
$255K +$62.3K +126 +32%
RIM
3012
RW Investment Management
Idaho
$255K -$74.2K -150 -23%
CNWM
3013
Clay Northam Wealth Management
California
$255K
FP
3014
Foundry Partners
Minnesota
$255K -$14.8K -30 -6%
VAG
3015
VisionPoint Advisory Group
Texas
$254K -$25.7K -52 -9%
NC
3016
NovaPoint Capital
Georgia
$254K -$52.9K -107 -17%
AA
3017
AJ Advisors
Tennessee
$254K -$58.4K -118 -19%
FA
3018
Fortis Advisors
Pennsylvania
$254K -$49.5K -100 -16%
VCM
3019
Versant Capital Management
Arizona
$253K -$33.1K -67 -12%
SCM
3020
Saxony Capital Management
Missouri
$253K -$163K -329 -39%
TFA
3021
Tobias Financial Advisors
Florida
$253K +$253K +511 New
GWM
3022
GSB Wealth Management
Connecticut
$253K -$8.42K -17 -3%
CAM
3023
Crestone Asset Management
Colorado
$252K +$19.3K +39 +8%
HPA
3024
High Probability Advisors
New York
$252K
CA
3025
CapWealth Advisors
Tennessee
$252K