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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 %
OBGC
3151
O'Brien Greene & Co
Pennsylvania
$205K
TFM
3152
TFC Financial Management
Massachusetts
$204K -$1.98K -4 -1%
LAM
3153
Lifestyle Asset Management
Texas
$204K -$17.8K -36 -8%
MWM
3154
Meritas Wealth Management
California
$204K -$2.97K -6 -1%
CTB
3155
Country Trust Bank
Illinois
$204K -$1.48K -3 -0.7%
XT
3156
XTX Topco
Cayman Islands
$203K -$1.46M -2,957 -88%
PFM
3157
Phillips Financial Management
Indiana
$203K +$203K +410 New
WTFG
3158
Wells Trecaso Financial Group
Ohio
$202K +$202K +409 New
IWN
3159
Independent Wealth Network
Iowa
$202K -$23.3K -47 -10%
FWMM
3160
Foundation Wealth Management (Missouri)
Missouri
$202K -$3.96K -8 -2%
AW
3161
Apricus Wealth
South Carolina
$201K -$12.4K -25 -6%
SIA
3162
Sage Investment Advisers
New York
$201K
CIS
3163
Connors Investor Services
Pennsylvania
$201K +$201K +407 New
BWA
3164
Beam Wealth Advisors
Louisiana
$201K -$39.1K -79 -16%
TCOO
3165
Trust Company of Oklahoma
Oklahoma
$201K -$80.1K -162 -29%
RC
3166
Rareview Capital
Nevada
$201K
RIP
3167
RAM Investment Partners
Washington
$200K +$200K +405 New
VL
3168
Vima LLC
Michigan
$194K +$55.8K +118 +40%
KFP
3169
Keener Financial Planning
Texas
$192K +$18.8K +38 +11%
POIA
3170
Pin Oak Investment Advisors
Texas
$191K
EMFAT
3171
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K -$57.9K -117 -23%
CPG
3172
Cornerstone Planning Group
New Jersey
$188K -$25.1K -51 -12%
NIC
3173
Northwest Investment Counselors
Oregon
$187K +$187K +378 New
OSNBOA
3174
Old Second National Bank of Aurora
Illinois
$187K
PP
3175
Pingora Partners
Wyoming
$186K +$86.6K +175 +88%