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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 %
FIM
3276
FWL Investment Management
Texas
$45.5K -$19.8K -40 -30%
PPWM
3277
PFG Private Wealth Management
Florida
$45K
CIR
3278
Clear Investment Research
Georgia
$44.6K -$5.45K -11 -11%
IRC
3279
Investors Research Corp
Georgia
$44K
KFS
3280
Kelly Financial Services
Massachusetts
$42.9K +$2.96K +6 +7%
GGI
3281
Godsey & Gibb Inc
Virginia
$42.5K +$30.2K +61 +244%
BSWA
3282
Bromfield Sneider Wealth Advisors
Massachusetts
$41.1K
CMA
3283
Cedar Mountain Advisors
Oregon
$41.1K
CM
3284
Capula Management
Cayman Islands
$41.1K +$41.1K +83 New
PCA
3285
Providence Capital Advisors
North Carolina
$40.1K
TAM
3286
Tucker Asset Management
Colorado
$39.6K -$1.98K -4 -5%
EA
3287
Evolution Advisers
Virginia
$38K -$507 -1 -1%
RWM
3288
Ruedi Wealth Management
Illinois
$37.8K +$13.9K +28 +58%
TCG
3289
Transcendent Capital Group
Oklahoma
$37.6K
FGAM
3290
Financial Gravity Asset Management
Texas
$36.7K +$5.09K +10 +16%
RTL
3291
Red Tortoise LLC
Georgia
$36.4K +$11.3K +23 +45%
MSG
3292
Main Street Group
Virginia
$35.5K +$25.2K +51 +243%
CWM
3293
CarsonAllaria Wealth Management
Illinois
$35.3K
SR
3294
Syntax Research
Florida
$33.1K
OBWP
3295
O'Brien Wealth Partners
Massachusetts
$31.7K -$6.93K -14 -18%
FDCP
3296
Foster Dykema Cabot & Partners
Massachusetts
$31.7K +$21.3K +43 +205%
SCA
3297
Stuart Chaussee & Associates
California
$30.2K -$18.3K -37 -38%
CWM
3298
Cranbrook Wealth Management
Michigan
$29.7K
DWA
3299
Delos Wealth Advisors
Texas
$29.7K +$26.2K +53 +757%
RFG
3300
REAP Financial Group
Texas
$29.2K +$4.46K +9 +18%