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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 %
TFA
1276
Transamerica Financial Advisors
Florida
$4.27M +$3.88M +7,835 +976%
MA
1277
MONECO Advisors
Connecticut
$4.27M -$35.6K -72 -0.8%
NME
1278
Notis-McConarty Edward
$4.26M +$297K +600 +7%
NC
1279
NBW Capital
Massachusetts
$4.26M -$1.11M -2,247 -21%
IWM
1280
IHT Wealth Management
Illinois
$4.26M -$439K -887 -9%
ET
1281
Equitable Trust
Tennessee
$4.25M +$276K +558 +7%
FFA
1282
Farther Finance Advisors
California
$4.25M +$456K +932 +12%
MMPW
1283
Mitchell McLeod Pugh & Williams
Alabama
$4.24M -$989 -2 -0%
MWM
1284
Mattern Wealth Management
Kansas
$4.24M -$63.3K -128 -1%
GWMR
1285
GC Wealth Management RIA
Massachusetts
$4.23M +$1.25M +2,523 +42%
LFG
1286
Larson Financial Group
Missouri
$4.21M +$3.96K +8 +0.1%
RFN
1287
RDA Financial Network
Iowa
$4.21M +$385K +778 +10%
GCL
1288
Gouws Capital LLC
North Carolina
$4.2M +$24.2K +49 +0.6%
KIA
1289
Knollwood Investment Advisory
Maryland
$4.2M
PDL
1290
Portfolio Design Labs
California
$4.2M +$43K +87 +1%
CB
1291
Community Bank
New York
$4.2M -$69.3K -140 -2%
AI
1292
Accredited Investors
Minnesota
$4.19M +$584K +1,181 +16%
CHAM
1293
Clear Harbor Asset Management
Connecticut
$4.19M -$15.8K -32 -0.4%
TA
1294
TFG Advisers
Michigan
$4.18M -$29.7K -60 -0.7%
NIM
1295
Nicollet Investment Management
Minnesota
$4.18M -$38.6K -78 -0.9%
MLL
1296
Moody Lynn & Lieberson
Massachusetts
$4.18M -$315K -636 -7%
CDH
1297
Charles D. Hyman
$4.15M
DRD
1298
Dennis R. Delaney
$4.15M +$166K +335 +4%
BFM
1299
Boston Financial Management
Massachusetts
$4.11M -$109K -221 -3%
FA
1300
FDx Advisors
Illinois
$4.11M -$3.69M -7,455 -47%