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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 %
LWM
3051
Lakeridge Wealth Management
Ohio
$242K +$2.97K +6 +1%
ICM
3052
Intrepid Capital Management
Florida
$241K +$21.3K +43 +10%
NEWAS
3053
N.E.W. Advisory Services
Wisconsin
$241K +$495 +1 +0.2%
AA
3054
Alesco Advisors
New York
$241K -$1.48K -3 -0.6%
S
3055
Sachetta
Massachusetts
$240K
CSIA
3056
Charles Schwab Investment Advisory
California
$240K +$35.6K +72 +17%
BSHC
3057
Breed's Hill Capital
Massachusetts
$239K -$10.4K -21 -4%
RWM
3058
Revisor Wealth Management
Ohio
$239K +$11.2K +22 +5%
ASG
3059
Ariston Services Group
California
$239K
ACA
3060
Affinity Capital Advisors
California
$238K -$19.3K -39 -7%
Cohen & Steers
3061
Cohen & Steers
New York
$238K
HBWM
3062
Hollow Brook Wealth Management
New York
$236K
GCM
3063
Graham Capital Management
Connecticut
$236K -$2.24M -4,523 -90%
FCA
3064
Fortis Capital Advisors
Kansas
$236K +$236K +477 New
WDL
3065
Well Done LLC
Michigan
$235K +$235K +475 New
CGFA
3066
Colton Groome Financial Advisors
North Carolina
$233K -$71.7K -145 -24%
LC
3067
LCNB Corp
Ohio
$233K -$3.96K -8 -2%
TC
3068
Trilogy Capital
California
$233K +$233K +471 New
GPW
3069
Gray Private Wealth
Massachusetts
$233K +$233K +471 New
HCM
3070
Hillman Capital Management
Maryland
$233K -$98.9K -200 -30%
A
3071
AJOVista
Massachusetts
$233K +$989 +2 +0.4%
SPWG
3072
Sage Private Wealth Group
Illinois
$233K +$233K +471 New
WCM
3073
Windward Capital Management
California
$233K +$233K +471 New
CWA
3074
CM Wealth Advisors
Ohio
$233K +$233K +465 New
CI
3075
Carroll Investors
South Carolina
$232K