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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 %
SGC
3226
Slocum, Gordon & Co
Rhode Island
$98.9K
CFG
3227
CKW Financial Group
Hawaii
$98K +$12.3K +25 +14%
HC
3228
Hoese & Co
Minnesota
$97.7K
CWA
3229
Core Wealth Advisors
Florida
$96.7K -$2.12M -4,289 -96%
AW
3230
Avion Wealth
Texas
$96K -$15K -30 -14%
PA
3231
Pineridge Advisors
Missouri
$96K -$93K -188 -49%
UFF
3232
USA Financial Formulas
Michigan
$96K +$13.9K +28 +17%
WAG
3233
Wiser Advisor Group
Arizona
$88K
MSWM
3234
Mowery & Schoenfeld Wealth Management
Illinois
$87.1K +$78.7K +159 +935%
VWA
3235
Valued Wealth Advisors
Utah
$86.1K +$495 +1 +0.6%
JSP
3236
Jackson Square Partners
California
$84.6K +$41.1K +83 +94%
CMP
3237
Coston McIsaac & Partners
Maine
$84K
DWS
3238
Dynamic Wealth Strategies
California
$83K +$6.92K +14 +9%
RG
3239
Retirement Group
California
$80.6K +$14.3K +29 +22%
FRA
3240
Front Row Advisors
California
$79.6K +$32.2K +65 +68%
BHWM
3241
Bay Harbor Wealth Management
Maryland
$79.6K
CCMI
3242
Creative Capital Management Investments
California
$79.2K
KWAG
3243
Kiely Wealth Advisory Group
North Carolina
$78.9K
GG
3244
Gleason Group
Kentucky
$78.2K +$495 +1 +0.6%
OLVIG
3245
Oliver Lagore Vanvalin Investment Group
Michigan
$77.7K -$28.2K -57 -27%
W
3246
WealthCollab
Washington
$75.2K
OP
3247
ORG Partners
Indiana
$75.1K -$911K -1,843 -92%
EC
3248
EntryPoint Capital
New York
$74.7K +$74.7K +151 New
NCM
3249
Northwest Capital Management
Oregon
$74.2K
RBC
3250
Roble Belko & Company
Pennsylvania
$72K