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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 %
VBCG
1401
Valley Brook Capital Group
Pennsylvania
$3.42M +$123K +248 +4%
PA
1402
Paragon Advisors
Texas
$3.42M +$1.79M +3,616 +110%
SFG
1403
SevenBridge Financial Group
Pennsylvania
$3.41M -$49.2K -100 -1%
CCT
1404
Capital City Trust
Florida
$3.41M +$76.2K +154 +2%
FCM
1405
Fairbanks Capital Management
California
$3.41M -$46.5K -94 -1%
FFM
1406
Forum Financial Management
Illinois
$3.41M -$38.6K -78 -1%
DCM
1407
Decatur Capital Management
Georgia
$3.41M -$34.1K -69 -1%
FBT
1408
First Bankers Trust
Kentucky
$3.38M +$141K +286 +4%
TPCM
1409
Templeton & Phillips Capital Management
Tennessee
$3.38M -$1.12M -2,257 -25%
FHA
1410
Flagship Harbor Advisors
Massachusetts
$3.38M +$58.4K +118 +2%
WP
1411
WealthShield Partners
North Carolina
$3.36M +$17.8K +36 +0.5%
RSWM
1412
Robertson Stephens Wealth Management
California
$3.36M +$472K +955 +16%
GBT
1413
Grove Bank & Trust
Florida
$3.35M +$78.2K +158 +2%
APP
1414
Avantax Planning Partners
Iowa
$3.34M +$631K +1,276 +23%
LWA
1415
Lineweaver Wealth Advisors
Ohio
$3.34M +$199K +402 +6%
BB
1416
Berkshire Bank
Massachusetts
$3.32M -$42.5K -86 -1%
VA
1417
Valmark Advisers
Ohio
$3.32M +$267K +540 +9%
BG
1418
Bollard Group
Massachusetts
$3.32M +$5.94K +12 +0.2%
JC
1419
JB Capital
Connecticut
$3.32M +$23.7K +48 +0.7%
RA
1420
RiverPark Advisors
New York
$3.31M +$401K +810 +14%
PGWM
1421
Parisi Gray Wealth Management
New Jersey
$3.31M +$46K +93 +1%
BCM
1422
Bourgeon Capital Management
Connecticut
$3.31M +$720K +1,455 +28%
CWM
1423
Chemistry Wealth Management
New York
$3.3M +$139K +281 +4%
RCWM
1424
Royal Capital Wealth Management
Indiana
$3.3M -$6.93K -14 -0.2%
DDC
1425
DF Dent & Co
Maryland
$3.29M +$123K +249 +4%