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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 %
TWP
3301
TFO Wealth Partners
Ohio
$29.2K -$2.97K -6 -9%
DF
3302
DecisionPoint Financial
Arizona
$28.2K
DMKJ
3303
David M. Knott Jr
$28K
CFS
3304
CGC Financial Services
Oregon
$27.2K
PK
3305
Pflug Koory
Nebraska
$25.7K
TWD
3306
True Wealth Design
Ohio
$24.7K -$3.96K -8 -14%
CCC
3307
Chelsea Counsel Company
California
$24.7K
PP
3308
Pacifica Partners
Canada
$23.8K
WCM
3309
Westend Capital Management
California
$23.7K +$23.7K +48 New
SRCM
3310
Signature Resources Capital Management
California
$23.7K
LAM
3311
Lummis Asset Management
Texas
$22.8K
NI
3312
NCP Inc
California
$22.4K +$22.4K +46 New
MCM
3313
MidAtlantic Capital Management
Virginia
$22.3K
TC
3314
Tacita Capital
Ontario, Canada
$20.8K -$7.92K -16 -28%
RF
3315
Robbins Farley
New Hampshire
$19.8K -$4.95K -10 -20%
HWP
3316
Highline Wealth Partners
California
$17.8K
IA
3317
IFS Advisors
Kansas
$16.7K
TCM
3318
TruNorth Capital Management
Michigan
$15.8K +$15.8K +32 New
SA
3319
SRH Advisors
Kansas
$13.9K +$4.95K +10 +56%
QL
3320
Quarry LP
New York
$13.9K +$12.4K +25 +833%
JFG
3321
JDM Financial Group
Texas
$12.9K
ATC
3322
Advantage Trust Company
Kansas
$12.4K
EL
3323
EMFO LLC
Florida
$12.4K
FRA
3324
Frank Rimerman Advisors
California
$11.9K
MDCM
3325
Morgan Dempsey Capital Management
Wisconsin
$11.9K