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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 %
HI
1451
Harbour Investments
Wisconsin
$3.09M +$220K +444 +8%
SVWAG
1452
Sound View Wealth Advisors Group
Georgia
$3.09M +$7.42K +15 +0.2%
LOIM
1453
Liberty One Investment Management
Illinois
$3.09M +$285K +577 +10%
SA
1454
Strategic Advisors
New York
$3.09M -$939K -1,897 -23%
GSB
1455
Greenfield Savings Bank
Massachusetts
$3.08M -$108K -218 -3%
ST
1456
Somerset Trust
Pennsylvania
$3.07M +$263K +532 +9%
ST
1457
Smithfield Trust
Pennsylvania
$3.07M +$55K +112 +2%
IWS
1458
Insight Wealth Strategies
California
$3.06M +$374K +756 +14%
IRAG
1459
Investment Research & Advisory Group
Georgia
$3.05M +$53.9K +109 +2%
WI
1460
WrapManager Inc
California
$3.04M -$109K -221 -3%
MRCM
1461
M&R Capital Management
New Jersey
$3.04M -$154K -312 -5%
EWM
1462
Elmwood Wealth Management
California
$3.04M +$504K +1,018 +20%
LM
1463
Lincluden Management
Ontario, Canada
$3.02M +$1M +2,026 +50%
SPG
1464
Strategic Planning Group
Utah
$3.02M +$635K +1,283 +27%
IC
1465
Inscription Capital
Texas
$3.01M +$379K +767 +14%
WCM
1466
Wunderlich Capital Managemnt
Tennessee
$3M -$157K -317 -5%
EP
1467
Edgestream Partners
New Jersey
$3M +$2.28M +4,607 +314%
AL
1468
Aspiriant LLC
California
$3M +$132K +266 +5%
GWANC
1469
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.98M +$53.9K +109 +2%
JIC
1470
Joel Isaacson & Co
New York
$2.98M +$176K +355 +6%
PWPS
1471
Pinnacle Wealth Planning Services
Ohio
$2.97M -$2.47K -5 -0.1%
FP
1472
Factorial Partners
New York
$2.97M +$148K +300 +5%
DL
1473
DOHJ LLC
Washington
$2.96M +$119K +241 +4%
PI
1474
PGGM Investments
Netherlands
$2.95M -$10.3M -20,825 -78%
GDP
1475
Great Diamond Partners
Maine
$2.95M -$702K -1,418 -19%