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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 %
PRWA
1526
Platte River Wealth Advisors
Colorado
$2.71M -$257K -519 -9%
WA
1527
Wealth Alliance
New York
$2.71M -$40.1K -81 -1%
BIG
1528
Brooklyn Investment Group
New York
$2.7M -$561K -1,145 -17%
AHC
1529
Anderson Hoagland & Co
Missouri
$2.7M +$194K +430 +8%
RFA
1530
ROI Financial Advisors
Oregon
$2.69M -$63.3K -128 -2%
SFG
1531
Snider Financial Group
Washington
$2.69M +$762K +1,540 +40%
RIA
1532
Realta Investment Advisors
Delaware
$2.68M -$148K -299 -5%
EHWM
1533
Eads & Heald Wealth Management
Georgia
$2.67M -$171K -345 -6%
EWM
1534
Empirical Wealth Management
Washington
$2.66M +$219K +443 +9%
MIC
1535
Means Investment Company
Maine
$2.65M -$91K -184 -3%
MG
1536
Mather Group
Illinois
$2.63M -$104K -198 -4%
MWM
1537
Modern Wealth Management
Kansas
$2.63M +$2.07M +4,176 +367%
JSL
1538
JT Stratford LLC
Georgia
$2.63M +$28.7K +58 +1%
GI
1539
GAMMA Investing
California
$2.63M +$266K +538 +11%
VCAM
1540
Van Cleef Asset Management
Ohio
$2.62M -$135K -272 -5%
RCM
1541
RB Capital Management
Nevada
$2.62M +$102K +206 +4%
RP
1542
Regal Partners
Australia
$2.62M -$1.5M -3,024 -36%
CWMU
1543
Caliber Wealth Management (Utah)
Utah
$2.61M +$64.8K +131 +3%
BHCM
1544
Brevan Howard Capital Management
Jersey
$2.61M -$1.07M -2,170 -29%
RIA
1545
Richwood Investment Advisors
Ohio
$2.6M -$19.8K -40 -0.8%
SIM
1546
Sterling Investment Management
Arizona
$2.6M +$495 +1 +0%
NG
1547
Norden Group
Utah
$2.6M +$421K +850 +19%
GA
1548
Geller Advisors
New York
$2.59M +$82.6K +167 +3%
LFA
1549
Legacy Financial Advisors
Kentucky
$2.59M -$19.3K -39 -0.7%
UB
1550
Umpqua Bank
Oregon
$2.59M +$2.59M +5,228 New