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UnitedHealth

3,351 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, 1,303 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.58%
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
1,303
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
3201
Register Financial Advisors
Georgia
$138K -$192K -388 -58%
BCMLT
3202
Beacon Capital Management LLC (Tennessee)
Tennessee
$136K +$32.2K +65 +31%
BCM
3203
Blume Capital Management
California
$136K
FWM
3204
FSA Wealth Management
Massachusetts
$136K
TCM
3205
Tradewinds Capital Management
Washington
$135K +$16.8K +34 +14%
WAM
3206
WFA Asset Management
Wisconsin
$131K +$40.1K +81 +44%
TCM
3207
TD Capital Management
Tennessee
$130K +$7.41K +15 +6%
FPB
3208
First PREMIER Bank
South Dakota
$127K
PA
3209
PSI Advisors
Florida
$126K -$2.47K -5 -2%
RP
3210
Rowlandmiller & Partners
Georgia
$121K
DAM
3211
Delta Asset Management
Tennessee
$116K
BMC
3212
Bear Mountain Capital
Washington
$115K
CH
3213
Canton Hathaway
Rhode Island
$114K
SA
3214
Scarborough Advisors
Maryland
$113K
MFT
3215
Moisand Fitzgerald Tamayo
Florida
$111K -$1.98K -4 -2%
MIHAS
3216
Maj Invest Holding A/S
Denmark
$110K
RAM
3217
Riggs Asset Management
Pennsylvania
$109K -$12.4K -25 -10%
FFO
3218
Fortitude Family Office
Arizona
$108K -$18.3K -37 -14%
CSWM
3219
Cassady Schiller Wealth Management
Ohio
$108K
FG
3220
Fairman Group
Pennsylvania
$107K -$79.2K -160 -42%
CWM
3221
Compass Wealth Management
Connecticut
$107K -$24.2K -49 -18%
MAWCM
3222
Mine & Arao Wealth Creation & Management
California
$107K +$2.97K +6 +3%
FCG
3223
Financial Connections Group
California
$107K +$6.47K +13 +6%
GIS
3224
Grayhawk Investment Strategies
Alberta, Canada
$104K +$18.3K +37 +21%
AWM
3225
Activest Wealth Management
Florida
$104K -$3.46K -7 -3%