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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 %
SIA
1676
Schear Investment Advisers
Ohio
$2.11M +$5.44K +11 +0.3%
9WM
1677
9258 Wealth Management
Ohio
$2.11M -$3.96K -8 -0.2%
CAC
1678
Certified Advisory Corp
Florida
$2.09M +$33.6K +68 +2%
CW
1679
CIC Wealth
Maryland
$2.09M +$97.9K +198 +5%
CWA
1680
Consilium Wealth Advisory
Texas
$2.08M -$479K -969 -19%
QC
1681
Quent Capital
New York
$2.08M +$107K +217 +5%
CC
1682
Courier Capital
New York
$2.07M -$8.91K -18 -0.4%
PPC
1683
Park Place Capital
Alabama
$2.07M -$184K -371 -8%
TSWM
1684
Triangle Securities Wealth Management
North Carolina
$2.07M +$34.6K +70 +2%
MSFS
1685
Main Street Financial Solutions
Pennsylvania
$2.07M +$216K +436 +12%
PWA
1686
Prairie Wealth Advisors
Nebraska
$2.07M +$2.07M +4,176 New
FFO
1687
Fiduciary Family Office
Florida
$2.07M +$277K +560 +15%
OA
1688
Oak Associates
Ohio
$2.06M -$49.5K -100 -2%
FBFS
1689
First Business Financial Services
Wisconsin
$2.06M +$3.96K +8 +0.2%
EIG
1690
Ellenbecker Investment Group
Wisconsin
$2.06M +$21.8K +44 +1%
OL
1691
Optas LLC
Texas
$2.06M -$157K -317 -7%
AT
1692
Avalon Trust
New Mexico
$2.06M +$1.15M +2,333 +128%
SFA
1693
Semmax Financial Advisors
North Carolina
$2.05M +$863K +1,687 +73%
RBC
1694
Romano Brothers & Co
Illinois
$2.05M +$171K +345 +9%
SCI
1695
Stableford Capital II
Arizona
$2.05M +$191K +386 +10%
NWM
1696
Northcape Wealth Management
New York
$2.05M +$11.4K +23 +0.6%
MFA
1697
Mayflower Financial Advisors
Massachusetts
$2.04M +$78.2K +158 +4%
SB
1698
Strategic Blueprint
Georgia
$2.04M +$109K +220 +6%
LKIM
1699
Lawson Kroeker Investment Management
Nebraska
$2.04M
LBWM
1700
Left Brain Wealth Management
Illinois
$2.03M -$136K -275 -6%