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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 %
PCMF
3076
Private Capital Management (Florida)
Florida
$231K -$50K -101 -18%
BFP
3077
Briaud Financial Planning
Texas
$231K +$231K +466 New
WCP
3078
Wick Capital Partners
Pennsylvania
$230K
RFP
3079
Roth Financial Partners
Texas
$229K
CAWM
3080
Capital Advisors Wealth Management
Washington
$229K -$707K -1,429 -76%
CFG
3081
Cosner Financial Group
Colorado
$228K +$989 +2 +0.4%
MF
3082
Manchester Financial
California
$228K +$7.92K +16 +4%
GC
3083
Gilbert & Cook
Iowa
$228K -$4.46K -9 -2%
IPWA
3084
International Private Wealth Advisors
California
$228K +$38.6K +78 +20%
MWM
3085
McNaughton Wealth Management
California
$228K +$3.46K +7 +2%
KSWWM
3086
Keyes Stange & Wooten Wealth Management
Florida
$228K -$1.48K -3 -0.6%
PFC
3087
Phocas Financial Corp
California
$228K
FF
3088
Francis Financial
$228K +$2.47K +5 +1%
JC
3089
Jacobs & Co
California
$227K
LA
3090
Lane & Associates
New Jersey
$227K -$5.44K -11 -2%
MWM
3091
Massachusetts Wealth Management
Massachusetts
$226K -$124K -250 -35%
LFGO
3092
Legacy Financial Group (Oklahoma)
Oklahoma
$226K -$989 -2 -0.4%
AWM
3093
Aberdeen Wealth Management
Illinois
$225K
PCMC
3094
Planning Capital Management Corporation
Pennsylvania
$225K -$29.7K -60 -12%
FIBT
3095
First International Bank & Trust
North Dakota
$225K +$6.43K +13 +3%
WSC
3096
Wellington Shields & Co
New York
$224K -$82.1K -166 -27%
JA
3097
JVL Associates
Michigan
$224K +$8.41K +17 +4%
AFAS
3098
Acorn Financial Advisory Services
Virginia
$224K -$2.47K -5 -1%
FMN
3099
Financial Management Network
California
$223K +$223K +491 New
PWM
3100
Purus Wealth Management
California
$223K