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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 %
PSC
3101
Portman Square Capital
United Kingdom
$222K +$222K +449 New
FA
3102
Financial Avengers
California
$222K -$25K -51 -10%
PCFFS
3103
Pacific Center for Financial Services
California
$220K
CCA
3104
Cora Capital Advisors
New Jersey
$220K -$8.41K -17 -4%
LL
3105
LPWM LLC
Minnesota
$220K
CISOA
3106
Capital Investment Services of America
Wisconsin
$220K -$88.1K -178 -29%
EWA
3107
ERTS Wealth Advisors
Michigan
$219K
TWM
3108
Triton Wealth Management
Arizona
$218K +$218K +452 New
ACM
3109
Academy Capital Management
Texas
$218K +$4.45K +9 +2%
TCMP
3110
Thrive Capital Management (Pennsylvania)
Pennsylvania
$218K -$57.9K -117 -21%
SCA
3111
Southern Capital Advisors
Tennessee
$218K +$6.93K +14 +3%
KAM
3112
Kraft Asset Management
Tennessee
$218K -$8.91K -18 -4%
SL
3113
Summitry LLC
California
$217K +$217K +439 New
WA
3114
WESPAC Advisors
California
$217K -$56.9K -115 -21%
WA
3115
WBH Advisory
Maryland
$217K +$23.3K +47 +12%
MLA
3116
MB, Levis & Associates
Pennsylvania
$215K
RWG
3117
Ratio Wealth Group
Colorado
$215K -$14.8K -30 -6%
CCM
3118
Coerente Capital Management
Ontario, Canada
$215K
CIAS
3119
CBIZ Investment Advisory Services
Ohio
$215K +$215K +434 New
HCM
3120
Hutner Capital Management
Vermont
$214K
EF
3121
Exeter Financial
Arizona
$214K
DWM
3122
Destination Wealth Management
California
$214K +$214K +432 New
JTWM
3123
Jackson Thornton Wealth Management
Alabama
$213K -$17.3K -35 -8%
LWANC
3124
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K -$1.48K -3 -0.7%
KCFA
3125
Key Client Fiduciary Advisors
New Jersey
$212K +$212K +429 New