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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 %
REMPR
1726
Roof Eidam Maycock Peralta (REMP)
California
$1.95M -$267K -540 -12%
MWM
1727
MGB Wealth Management
Texas
$1.95M +$14.3K +29 +0.7%
HCM
1728
Highview Capital Management
Illinois
$1.94M +$31.2K +63 +2%
MFG
1729
MidWestOne Financial Group
Iowa
$1.94M +$27.2K +55 +1%
LAS
1730
Lloyd Advisory Services
Georgia
$1.93M +$1.64M +3,320 +563%
OWA
1731
Opal Wealth Advisors
New York
$1.93M -$88.6K -179 -4%
PI
1732
Pettee Investors
Connecticut
$1.93M
HA
1733
Herold Advisors
New York
$1.93M -$32.7K -66 -2%
EP
1734
Eudaimonia Partners
Tennessee
$1.92M +$122K +247 +7%
RI
1735
Redwood Investments
Massachusetts
$1.92M -$4.45M -9,982 -70%
GB
1736
Goepper Burkhardt
South Carolina
$1.92M -$3.08K -6 -0.2%
DWM
1737
Drive Wealth Management
Utah
$1.92M +$411K +830 +27%
KA
1738
Kerrisdale Advisers
Florida
$1.92M -$1.2M -2,425 -38%
QWM
1739
Quadcap Wealth Management
Texas
$1.92M -$136K -275 -7%
EB
1740
Emprise Bank
Kansas
$1.91M +$1.91M +3,856 New
TI
1741
TrueMark Investments
Illinois
$1.91M -$1.19M -2,410 -38%
GIM
1742
Groesbeck Investment Management
New Jersey
$1.9M
ADIM
1743
Alpha DNA Investment Management
Maryland
$1.9M +$191K +387 +11%
CFP
1744
Catalyst Financial Partners
Massachusetts
$1.89M -$61.3K -128 -3%
KCM
1745
Kathmere Capital Management
Pennsylvania
$1.88M -$320K -646 -14%
UAML
1746
US Asset Management LLC
Pennsylvania
$1.88M -$30.2K -61 -2%
TWP
1747
Tyche Wealth Partners
Texas
$1.88M -$539K -1,090 -22%
SW
1748
StrongBox Wealth
Missouri
$1.88M -$254K -514 -12%
JCM
1749
Jacobi Capital Management
Pennsylvania
$1.88M +$129K +260 +7%
MFG
1750
Menard Financial Group
Texas
$1.87M -$226K -456 -11%