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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 %
QCM
1851
Qsemble Capital Management
New York
$1.59M +$203K +411 +15%
KFA
1852
Kelleher Financial Advisors
New York
$1.59M +$530K +1,071 +50%
CB
1853
CNB Bank
Pennsylvania
$1.59M +$213K +431 +16%
FA
1854
Faithward Advisors
Pennsylvania
$1.59M +$605K +1,224 +62%
IWA
1855
Invera Wealth Advisors
Oregon
$1.58M +$32.1K +65 +2%
MFC
1856
Mechanics Financial Corp
Ohio
$1.58M +$43K +87 +3%
CBFP
1857
Cedar Brook Financial Partners
Ohio
$1.58M -$69.7K -141 -4%
IFWM
1858
Institute for Wealth Management
Colorado
$1.58M +$19.8K +40 +1%
OWG
1859
Oxford Wealth Group
Florida
$1.58M +$1.58M +3,189 New
WIA
1860
Westbourne Investment Advisors
Maryland
$1.58M -$53.4K -108 -3%
PIA
1861
Pinion Investment Advisors
Kansas
$1.58M +$30.7K +62 +2%
CC
1862
Codex Capital
New York
$1.57M
KAS
1863
KPP Advisory Services
Kentucky
$1.57M +$133K +269 +9%
MTC
1864
Matrix Trust Company
Colorado
$1.57M -$35.1K -71 -2%
BFA
1865
Brendel Financial Advisors
New Hampshire
$1.57M -$989 -2 -0.1%
BAMG
1866
Brand Asset Management Group
Missouri
$1.57M +$1.98K +4 +0.1%
KMWM
1867
Keudell/Morrison Wealth Management
Oregon
$1.56M -$118K -239 -7%
SJIM
1868
St. Johns Investment Management
Florida
$1.56M +$310K +626 +25%
GCP
1869
GSA Capital Partners
United Kingdom
$1.56M -$2.48M -5,018 -61%
PA
1870
Prossimo Advisors
California
$1.55M -$94.5K -191 -6%
MWA
1871
Midland Wealth Advisors
Illinois
$1.55M +$114K +231 +8%
CFS
1872
CRA Financial Services
New Jersey
$1.55M +$24.2K +49 +2%
HI
1873
Humankind Investments
New York
$1.54M +$159K +322 +12%
AC
1874
Allstate Corporation
Illinois
$1.54M -$48.5K -98 -3%
GA
1875
GoalVest Advisory
New York
$1.54M +$110K +223 +8%