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UnitedHealth

3,352 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, 1,304 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.59%
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
1,304
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1201
Fairhaven Wealth Management
Illinois
$4.91M -$99.9K -202 -2%
FGA
1202
Fortis Group Advisors
New Jersey
$4.9M +$212K +428 +5%
FNBOMD
1203
First National Bank of Mount Dora
Florida
$4.89M +$33.1K +67 +0.7%
TCWA
1204
Turtle Creek Wealth Advisors
Texas
$4.88M +$726K +1,468 +17%
CI
1205
Cigna Investments
Connecticut
$4.87M -$40.1K -81 -0.8%
SW
1206
Solidarity Wealth
Utah
$4.86M +$7.92K +16 +0.2%
EA
1207
Eclectic Associates
California
$4.84M +$32.2K +65 +0.7%
SAM
1208
Strategy Asset Managers
California
$4.83M +$16.8K +34 +0.3%
CCG
1209
Cypress Capital Group
Florida
$4.82M +$1.05M +2,125 +28%
HIC
1210
Holderness Investments Company
North Carolina
$4.81M +$26.2K +53 +0.5%
PH
1211
Pinnacle Holdings
Oklahoma
$4.81M -$388K -784 -7%
LA
1212
LexAurum Advisors
Kansas
$4.79M -$55.4K -112 -1%
AAS
1213
Ameritas Advisory Services
Nebraska
$4.78M -$538K -1,090 -10%
MBTD
1214
Mechanics Bank - Trust Department
California
$4.78M +$284K +575 +6%
PWG
1215
Portside Wealth Group
Utah
$4.76M -$269K -544 -5%
ERIC
1216
Eagle Rock Investment Company
Georgia
$4.76M +$1.1M +2,230 +30%
SI
1217
Symmetry Investments
Jersey
$4.75M +$2.68M +5,408 +129%
BCA
1218
Bray Capital Advisors
Florida
$4.75M -$2.47K -5 -0.1%
KWM
1219
Keebeck Wealth Management
Illinois
$4.74M -$721K -1,458 -13%
LC
1220
Legacy CG
Texas
$4.74M +$107K +217 +2%
IHL
1221
Investment House LLC
California
$4.73M
FFIC
1222
First Fiduciary Investment Counsel
Ohio
$4.72M +$4.72M +9,550 New
GM
1223
GeoWealth Management
Illinois
$4.72M +$1.51M +3,044 +47%
IB
1224
Intrust Bank
Kansas
$4.72M -$358K -724 -7%
BAM
1225
Berkshire Asset Management
Pennsylvania
$4.71M -$40.6K -82 -0.9%