UNH icon

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 %
MWS
1901
Maxwell Wealth Strategies
California
$1.47M +$1.24M +2,579 +535%
HWMA
1902
Heritage Wealth Management (Arizona)
Arizona
$1.47M -$33.6K -68 -2%
AA
1903
Altman Advisors
Illinois
$1.47M +$63.2K +129 +4%
TWM
1904
Tolleson Wealth Management
Texas
$1.47M -$36.1K -73 -2%
ITC
1905
Inspire Trust Company
Nevada
$1.47M +$696K +1,407 +90%
CRWM
1906
Castle Rock Wealth Management
California
$1.46M +$150K +309 +11%
LB
1907
Legacy Bridge
Iowa
$1.46M -$1.48K -3 -0.1%
OFS
1908
Orrstown Financial Services
Pennsylvania
$1.46M +$23.3K +47 +2%
SAG
1909
SageView Advisory Group
California
$1.46M -$171K -1,153 -11%
BFG
1910
Beacon Financial Group
Texas
$1.46M -$65.3K -132 -4%
VRM
1911
Vectors Research Management
New York
$1.45M -$70.2K -142 -5%
WAG
1912
Wallace Advisory Group
California
$1.45M -$60.5K -115 -4%
EGA
1913
E&G Advisors
Texas
$1.45M +$40.1K +81 +3%
PCI
1914
Planning Center Inc
Illinois
$1.45M
SIG
1915
Sargent Investment Group
Maryland
$1.45M +$34.1K +69 +2%
HIM
1916
Hillsdale Investment Management
Ontario, Canada
$1.45M +$107K +216 +8%
PAMG
1917
Patton Albertson Miller Group
Tennessee
$1.44M -$60.4K -122 -4%
SIC
1918
Samalin Investment Counsel
New York
$1.44M -$76.7K -155 -5%
WSCM
1919
Wellington Shields Capital Management
New York
$1.44M
FIC
1920
FCG Investment Company
Tennessee
$1.43M -$82.1K -166 -5%
RAM
1921
Readystate Asset Management
Illinois
$1.43M +$1.43M +2,896 New
UW
1922
Unique Wealth
Florida
$1.43M +$336K +676 +31%
MMM
1923
Mendel Money Management
Illinois
$1.42M +$363K +733 +34%
IF
1924
Intrua Financial
Texas
$1.42M -$134K -271 -9%
CWM
1925
Cahaba Wealth Management
Georgia
$1.41M +$3.96K +8 +0.3%