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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 %
HF
3251
Halpern Financial
Virginia
$69K -$16.1K -35 -19%
LFA
3252
Legend Financial Advisors
Pennsylvania
$66.3K +$20.3K +41 +44%
BHWM
3253
Beaird Harris Wealth Management
Texas
$65.3K -$16.3K -33 -20%
IWP
3254
IAG Wealth Partners
Wisconsin
$64.8K -$12.4K -25 -16%
GWM
3255
Guardian Wealth Management
Illinois
$63.9K +$495 +1 +0.8%
NF
3256
Norwood Financial
Pennsylvania
$63.3K -$1.98K -4 -3%
DPW
3257
DiNuzzo Private Wealth
Pennsylvania
$62.8K -$5.44K -11 -8%
WOC
3258
West Oak Capital
California
$62K
JEST
3259
JTC Employer Solutions Trustee
Jersey
$62K
DFA
3260
DHJJ Financial Advisors
Illinois
$61.7K
TLA
3261
Tanglewood Legacy Advisors
Texas
$60.4K
BAM
3262
Bellevue Asset Management
Washington
$60.4K
AFS
3263
Annapolis Financial Services
Maryland
$59.4K +$21.8K +44 +58%
OAJ
3264
Ogorek Anthony Joseph
New York
$59K
FSWA
3265
Financial Synergies Wealth Advisors
Texas
$57.9K
MAM
3266
MMA Asset Management
Pennsylvania
$57.8K +$57.8K +117 New
RWA
3267
Redmont Wealth Advisors
Illinois
$56.9K +$56.9K +115 New
LWA
3268
Lowe Wealth Advisors
Maryland
$55.6K
HWM
3269
Horizons Wealth Management
North Carolina
$52.9K
CHA
3270
Carmichael Hill & Associates
Maryland
$52.4K -$39.6K -80 -43%
SC
3271
Solstein Capital
California
$51.4K
PCWA
3272
Pacific Capital Wealth Advisors
California
$51.4K +$1.98K +4 +4%
EPW
3273
Evergreen Private Wealth
Colorado
$49.5K
KHC
3274
Koesten Hirschmann & Crabtree
Kansas
$49.5K +$49.5K +100 New
GJIA
3275
Glass Jacobson Investment Advisors
Maryland
$46.5K -$23.7K -48 -34%