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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 %
AAG
2001
Armstrong Advisory Group
Massachusetts
$1.26M
TNBTD
2002
Trustmark National Bank Trust Department
Mississippi
$1.26M +$464K +938 +59%
WWP
2003
WR Wealth Planners
Missouri
$1.25M +$36.1K +73 +3%
BOPW
2004
Brandywine Oak Private Wealth
Pennsylvania
$1.25M +$25.7K +52 +2%
MW
2005
MBL Wealth
North Carolina
$1.25M -$167K -337 -12%
AMCA
2006
Arthur M. Cohen & Associates
Illinois
$1.25M +$19.8K +40 +2%
EHC
2007
Everett Harris & Co
California
$1.25M -$26.2K -53 -2%
CIA
2008
Cladis Investment Advisory
Montana
$1.24M -$61.8K -125 -5%
SFWA
2009
Summit Financial Wealth Advisors
Louisiana
$1.24M
KCM
2010
KRS Capital Management
Michigan
$1.24M -$28.2K -57 -2%
HFA
2011
Harbert Fund Advisors
Alabama
$1.24M
MA
2012
MCF Advisors
Kentucky
$1.24M -$41.1K -83 -3%
MA
2013
MJP Associates
Connecticut
$1.23M +$265K +536 +27%
CFLC
2014
California First Leasing Corp
California
$1.23M
OWMIAS
2015
One Wealth Management Investment & Advisory Services
Florida
$1.23M -$52.4K -106 -4%
RP
2016
Riverwater Partners
Wisconsin
$1.23M +$140K +283 +13%
NHC
2017
Nicholas Hoffman & Company
Georgia
$1.22M -$23.7K -48 -2%
AWA
2018
Aletheian Wealth Advisors
Washington
$1.22M +$232K +469 +24%
PWM
2019
Prentice Wealth Management
New York
$1.22M +$56.9K +115 +5%
BCG
2020
Breakwater Capital Group
New Jersey
$1.21M -$495 -1 -0%
SHGA
2021
Sand Hill Global Advisors
California
$1.21M -$222K -449 -16%
KWM
2022
Kolinsky Wealth Management
New Jersey
$1.21M -$46.5K -94 -4%
JGGDR
2023
JGP Global Gestao de Recursos
Brazil
$1.2M -$344K -696 -22%
CG
2024
CFO4Life Group
Texas
$1.2M -$687K -1,389 -36%
IIM
2025
InTrack Investment Management
Vermont
$1.2M +$1.2M +2,422 New