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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 %
HAS
1226
HBW Advisory Services
California
$4.69M
UHC
1227
Union Heritage Capital
Michigan
$4.69M +$781K +1,578 +20%
TVWM
1228
Tower View Wealth Management
Wisconsin
$4.69M -$19.8K -40 -0.4%
UOTTAIMCU
1229
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.68M +$49.5K +100 +1%
TW
1230
TrinityPoint Wealth
Connecticut
$4.68M -$2.63M -5,321 -36%
TP
1231
Tranquility Partners
Tennessee
$4.67M -$4.95K -10 -0.1%
AWA
1232
Arkadios Wealth Advisors
Georgia
$4.66M +$51.9K +105 +1%
BW
1233
Bison Wealth
Georgia
$4.63M -$91.5K -185 -2%
LFP
1234
Leeward Financial Partners
Washington
$4.61M +$1.42M +2,878 +45%
DA
1235
Duality Advisers
Florida
$4.6M +$4.6M +9,302 New
TCA
1236
Transcend Capital Advisors
New Jersey
$4.58M +$452K +913 +11%
ACG
1237
Allen Capital Group
Nebraska
$4.58M +$4.32M +8,727 +1,647%
GEA
1238
Glen Eagle Advisors
New Jersey
$4.58M -$12.4K -25 -0.3%
DAM
1239
Deltec Asset Management
New York
$4.57M
IA
1240
Icon Advisers
Colorado
$4.56M
MIA
1241
MMBG Investment Advisors
Florida
$4.56M +$361K +730 +9%
WSFS
1242
Wilmington Savings Fund Society
Delaware
$4.56M +$4.56M +9,222 New
JAG
1243
Journey Advisory Group
Kentucky
$4.55M +$105K +212 +2%
LFM
1244
LGT Fund Management
Liechtenstein
$4.55M +$1.2M +2,430 +36%
MCP
1245
Martin Capital Partners
Oregon
$4.54M -$86.1K -174 -2%
MNBTD
1246
Moody National Bank Trust Division
Texas
$4.5M +$11.9K +24 +0.3%
MOS
1247
MGO One Seven
Ohio
$4.5M +$165K +333 +4%
CWAG
1248
Compton Wealth Advisory Group
Virginia
$4.49M +$348K +704 +8%
PT
1249
Plimoth Trust
Massachusetts
$4.49M +$157K +317 +4%
BDFN
1250
Bond & Devick Financial Network
Minnesota
$4.48M -$142K -288 -3%