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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 %
PWMG
3176
Private Wealth Management Group
New Jersey
$185K -$11.9K -24 -6%
WWM
3177
Wolff Wiese Magana
California
$182K -$495 -1 -0.3%
FCMT
3178
Founders Capital Management (Texas)
Texas
$181K -$5.94K -12 -3%
FFL
3179
Financial Freedom LLC
Ohio
$180K +$494 +1 +0.3%
AA
3180
Addison Advisors
Vermont
$180K -$5.44K -11 -3%
TC
3181
Trust Company
Kansas
$179K -$244K -493 -58%
FWA
3182
FSC Wealth Advisors
New York
$174K
PVH
3183
Psagot Value Holdings
Israel
$172K -$397K -804 -70%
TFGT
3184
TS Financial Group (TSFG)
Illinois
$172K +$25.1K +51 +17%
HWM
3185
HighMark Wealth Management
Minnesota
$170K +$6.15K +12 +4%
DCBT
3186
Dakota Community Bank & Trust
North Dakota
$170K -$4.45K -9 -3%
SHIM
3187
Stone House Investment Management
Pennsylvania
$167K +$11.4K +23 +7%
MFG
3188
Mendota Financial Group
Wisconsin
$166K -$161K -325 -49%
BWAM
3189
Boyd Watterson Asset Management
Ohio
$164K
VIA
3190
Virtus Investment Advisers
Connecticut
$160K -$56.4K -114 -26%
FCT
3191
First Community Trust
Iowa
$158K -$2.97K -6 -2%
AP
3192
Aspect Partners
Virginia
$158K
AAG
3193
Accordant Advisory Group
Maryland
$155K +$155K +314 New
AEPWM
3194
Atlantic Edge Private Wealth Management
Florida
$154K
DF
3195
Dunhill Financial
United Kingdom
$150K +$6.43K +13 +4%
AWM
3196
Abound Wealth Management
Tennessee
$150K -$3.95K -8 -3%
YAL
3197
Your Advocates Ltd
Texas
$147K
NIMI
3198
Natixis Investment Managers International
France
$147K
BBPWM
3199
Blue Bell Private Wealth Management
Pennsylvania
$145K -$9.41K -19 -6%
NMM
3200
Naples Money Management
Florida
$141K -$989 -2 -0.7%