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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 %
TIA
1826
Trust Investment Advisors
Indiana
$1.65M -$34.6K -70 -2%
WCM
1827
Washburn Capital Management
Florida
$1.65M -$264K -534 -14%
MAC
1828
Mason & Associates (California)
California
$1.65M +$79.7K +161 +5%
SW
1829
SkyOak Wealth
Michigan
$1.65M +$412K +833 +33%
NFA
1830
Northern Financial Advisors
Michigan
$1.65M -$150K -303 -8%
PCM
1831
Prelude Capital Management
New York
$1.65M +$1.4M +2,829 +565%
DWM
1832
Defined Wealth Management
Oregon
$1.64M -$49K -99 -3%
CVA
1833
Central Valley Advisors
California
$1.64M +$133K +268 +9%
OWA
1834
ORBA Wealth Advisors
Illinois
$1.64M
CPR
1835
CSU Producer Resources
Ohio
$1.63M
TFP
1836
Tilia Fiduciary Partners
North Carolina
$1.63M +$90.5K +183 +6%
OFS
1837
OneAscent Financial Services
Alabama
$1.63M +$39.6K +80 +2%
SAM
1838
Smartleaf Asset Management
Massachusetts
$1.62M +$475K +963 +41%
MCA
1839
Magnolia Capital Advisors
Mississippi
$1.62M +$574K +1,145 +55%
XF
1840
XML Financial
Maryland
$1.62M -$123K -248 -7%
IW
1841
Imprint Wealth
South Carolina
$1.62M +$1.13M +2,315 +235%
ZIG
1842
Zullo Investment Group
Pennsylvania
$1.62M +$22.8K +46 +1%
BWM
1843
Buckley Wealth Management
Nevada
$1.61M -$225K -454 -12%
LC
1844
Lavaca Capital
Texas
$1.61M +$66.8K +135 +4%
PFGIA
1845
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$527K +1,065 +49%
IP
1846
Intellectus Partners
California
$1.6M +$763K +1,543 +91%
PA
1847
PFW Advisors
Georgia
$1.6M -$61.3K -124 -4%
MTIC
1848
Missouri Trust & Investment Company
Missouri
$1.6M -$84.1K -170 -5%
MAM
1849
MWA Asset Management
Massachusetts
$1.59M +$65.8K +133 +4%
LFA
1850
Laraway Financial Advisors
Minnesota
$1.59M +$495 +1 +0%