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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 %
ZIC
1776
ZWJ Investment Counsel
Georgia
$1.8M +$855K +1,729 +91%
IA
1777
IAM Advisory
Pennsylvania
$1.79M +$47K +95 +3%
SIA
1778
Strategic Investment Advisors
Michigan
$1.79M -$28.2K -57 -2%
PWM
1779
Paulson Wealth Management
Illinois
$1.79M +$59.9K +121 +3%
RW
1780
Rede Wealth
Virginia
$1.79M +$989 +2 +0.1%
WKWM
1781
Walter & Keenan Wealth Management
Indiana
$1.79M +$9.89K +20 +0.6%
CC
1782
Commons Capital
Massachusetts
$1.78M +$28.2K +57 +2%
DFA
1783
Delta Financial Advisors
Louisiana
$1.78M +$281K +568 +19%
PCP
1784
Proficio Capital Partners
Massachusetts
$1.78M +$36.6K +74 +2%
CF
1785
Centaurus Financial
California
$1.77M +$652K +1,318 +58%
RAM
1786
Ramirez Asset Management
New York
$1.76M +$158K +319 +10%
III
1787
Independent Investors Inc
New York
$1.75M
CFCI
1788
Comprehensive Financial Consultants Institutional
Indiana
$1.75M +$109K +220 +7%
HBT
1789
Heartland Bank & Trust
Illinois
$1.75M -$10.4K -21 -0.6%
MAWA
1790
Moss Adams Wealth Advisors
Washington
$1.75M +$123K +248 +8%
FWA
1791
FSM Wealth Advisors
Ohio
$1.74M -$42.1K -85 -2%
WE
1792
Wealth Effects
Massachusetts
$1.74M +$275K +555 +19%
Financial Engines Advisors
1793
Financial Engines Advisors
California
$1.74M +$255K +515 +17%
KA
1794
KLCM Advisors
Wisconsin
$1.74M -$247K -500 -12%
KHCM
1795
Kirtland Hills Capital Management
Ohio
$1.73M +$1.73M +3,445 New
SS
1796
Sunbelt Securities
Texas
$1.73M -$685K -1,385 -28%
GCM
1797
Gladius Capital Management
Illinois
$1.73M +$1.56M +3,155 +923%
RWB
1798
RMR Wealth Builders
New Jersey
$1.73M +$402K +812 +30%
IIC
1799
Ironwood Investment Counsel
Arizona
$1.73M +$173K +349 +11%
CCA
1800
Cobblestone Capital Advisors
New York
$1.72M -$109K -220 -6%