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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 %
KL
3026
KWMG LLC
Kansas
$251K -$3.96K -8 -2%
OLA
3027
Oliver Luxxe Assets
New Jersey
$251K -$6.43K -13 -3%
TA
3028
TrueWealth Advisors
Alabama
$251K -$175K -354 -41%
TFG
3029
Taylor Financial Group
Virginia
$250K
BIA
3030
Bell Investment Advisors
California
$249K -$10.4K -21 -4%
SAMT
3031
Select Asset Management & Trust
Pennsylvania
$249K -$2.96K -6 -1%
WBG
3032
Wharton Business Group
Pennsylvania
$249K
ML
3033
McAdam LLC
Pennsylvania
$249K +$249K +503 New
MA
3034
MAS Advisors
Florida
$249K
TIM
3035
Tortoise Investment Management
New York
$249K +$9.89K +20 +4%
SFC
3036
SYM Financial Corp
Indiana
$248K -$38.6K -78 -13%
BP
3037
BBR Partners
New York
$247K -$68.8K -139 -22%
NSEDCP
3038
NJ State Employees Deferred Compensation Plan
New Jersey
$247K
SM
3039
Samjo Management
New York
$247K
CCI
3040
Credit Capital Investments
New Jersey
$247K +$247K +500 New
EFI
3041
EHP Funds Inc
Canada
$247K +$247K +500 New
FPGK
3042
Financial Partners Group (Kansas)
Kansas
$246K +$5.44K +11 +2%
CA
3043
CSM Advisors
Pennsylvania
$246K
APIM
3044
Agate Pass Investment Management
Washington
$246K +$49.5K +100 +25%
WCWM
3045
Willow Creek Wealth Management
California
$244K +$2.97K +6 +1%
EC
3046
Eaton-Cambridge
Arizona
$243K -$29.7K -60 -11%
OWM
3047
Orgel Wealth Management
Wisconsin
$242K -$46K -93 -16%
AFS
3048
Axiom Financial Strategies
Indiana
$242K -$989 -2 -0.4%
BAM
3049
Bosun Asset Management
Illinois
$242K
DM
3050
Deerfield Management
New York
$242K +$242K +490 New