UNH icon

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 %
MAG
3126
Mayfair Advisory Group
Alabama
$212K +$212K +428 New
TWM
3127
TriaGen Wealth Management
California
$212K
FL
3128
Fort LP
Maryland
$211K -$10.4K -21 -5%
AIP
3129
Almanack Investment Partners
Pennsylvania
$211K -$22.3K -45 -10%
RPCONE
3130
Retirement Planning Company of New England
Rhode Island
$210K -$13.9K -28 -6%
CPP
3131
Capasso Planning Partners
South Carolina
$210K -$5.93K -12 -3%
ESBC
3132
E.S. Barr & Co
Kentucky
$210K -$24.8K -50 -11%
MWM
3133
MinichMacGregor Wealth Management
New York
$210K +$3.92K +8 +2%
MPPLM
3134
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$210K +$210K +424 New
W
3135
Wealthquest
Ohio
$210K
ARG
3136
Advisory Resource Group
Oklahoma
$209K +$209K +423 New
FP
3137
Fiduciary Planning
Florida
$208K -$27.2K -55 -12%
PIFP
3138
Partners in Financial Planning
Virginia
$208K +$10.4K +21 +5%
GAM
3139
GEM Asset Management
Michigan
$208K
AC
3140
AlphaCore Capital
California
$208K +$208K +420 New
BBA
3141
BLB&B Advisors
Pennsylvania
$207K -$72.7K -147 -26%
MFA
3142
McClarren Financial Advisors
Pennsylvania
$207K +$129K +586 +165%
HL
3143
HeadInvest LLC
Maine
$207K -$9.89K -20 -5%
SAM
3144
Summit Asset Management
Tennessee
$207K
FA
3145
Fountainhead AM
New Jersey
$206K +$206K +417 New
2L
3146
25 LLC
Missouri
$206K +$13.4K +27 +7%
DFCM
3147
Dark Forest Capital Management
Puerto Rico
$205K +$205K +415 New
PWMG
3148
Pinnacle Wealth Management Group
Michigan
$205K
HDIM
3149
Hanson & Doremus Investment Management
Vermont
$205K -$990 -2 -0.5%
AWM
3150
Accel Wealth Management
Iowa
$205K -$495 -1 -0.2%