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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 %
WA
1601
WP Advisors
California
$2.4M +$130K +263 +6%
NCGI
1602
Next Century Growth Investors
Minnesota
$2.4M -$1.49M -3,011 -38%
AWM
1603
Ameliora Wealth Management
Switzerland
$2.4M
JWM
1604
JPL Wealth Management
Colorado
$2.39M +$930K +1,879 +63%
CPA
1605
Court Place Advisors
Maryland
$2.39M +$294K +595 +14%
CWM
1606
Chesapeake Wealth Management
Virginia
$2.38M -$66.3K -134 -3%
HFM
1607
Hartford Financial Management
Connecticut
$2.37M +$74.2K +150 +3%
BFO
1608
Boston Family Office
Massachusetts
$2.37M +$460K +930 +24%
MFG
1609
Monte Financial Group
Connecticut
$2.37M +$31.7K +64 +1%
LA
1610
LM Advisors
California
$2.37M +$954K +1,929 +67%
SCM
1611
Stevens Capital Management
Pennsylvania
$2.36M +$2.36M +4,779 New
P
1612
&Partners
Tennessee
$2.36M +$403K +820 +21%
MFG
1613
Magnus Financial Group
New York
$2.36M +$139K +280 +6%
HI
1614
Handelsinvest Investeringsforvaltning
Denmark
$2.35M -$203K -411 -8%
TWM
1615
Trueblood Wealth Management
Ohio
$2.35M -$239K -484 -9%
CWS
1616
Confluence Wealth Services
Pennsylvania
$2.34M +$92K +186 +4%
BHC
1617
Bowen Hanes & Co
Florida
$2.34M -$2.11M -4,270 -47%
WF
1618
Welch & Forbes
Massachusetts
$2.34M -$17.3K -35 -0.7%
CV
1619
Counterweight Ventures
North Carolina
$2.34M +$88.1K +178 +4%
MWM
1620
Marion Wealth Management
Pennsylvania
$2.34M +$40.6K +82 +2%
CCA
1621
Criterion Capital Advisors
Tennessee
$2.34M +$78.7K +159 +3%
MP
1622
McDonald Partners
Ohio
$2.34M +$29.2K +59 +1%
MCCP
1623
Mission Creek Capital Partners
California
$2.33M +$405K +818 +21%
LJAC
1624
L.J. Altfest & Co
New York
$2.33M +$236K +478 +11%
PCS
1625
Personal CFO Solutions
New Jersey
$2.33M +$145K +294 +7%