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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 %
FC
2026
Forte Capital
New York
$1.2M +$107K +217 +10%
MIM
2027
Moseley Investment Management
Florida
$1.19M +$149K +302 +14%
MWC
2028
MBM Wealth Consultants
Missouri
$1.19M +$59.4K +120 +5%
PMFA
2029
Plante Moran Financial Advisors
Michigan
$1.19M -$34.1K -69 -3%
VCM
2030
Vivaldi Capital Management
Illinois
$1.19M +$78.5K +153 +7%
BA
2031
Bluesphere Advisors
Pennsylvania
$1.19M -$177K -358 -13%
AWE
2032
Avidian Wealth Enterprises
Texas
$1.18M +$282K +571 +31%
SHFA
2033
SC&H Financial Advisors
Maryland
$1.18M +$989 +2 +0.1%
TSW
2034
Three Seasons Wealth
Utah
$1.18M +$136K +296 +13%
CMS
2035
Capital Market Strategies
Florida
$1.18M -$52.4K -106 -4%
CWA
2036
Cornerstone Wealth Advisors
Minnesota
$1.18M
FCM
2037
Fourpath Capital Management
Oklahoma
$1.18M +$4.95K +10 +0.4%
WMA
2038
West Michigan Advisors
Michigan
$1.18M +$26.2K +53 +2%
TAM
2039
Townsend Asset Management
North Carolina
$1.18M +$67.8K +137 +6%
EWA
2040
EverSource Wealth Advisors
Alabama
$1.17M -$325K -672 -22%
OL
2041
OneFund LLC
Florida
$1.17M -$23K -47 -2%
KFGK
2042
Keystone Financial Group (Kentucky)
Kentucky
$1.17M +$348K +704 +42%
SOW
2043
State of Wyoming
Wyoming
$1.17M +$534K +1,079 +84%
TPW
2044
Transatlantique Private Wealth
New York
$1.17M -$9.4K -19 -0.8%
GAA
2045
Global Assets Advisory
Florida
$1.17M +$1.17M +570,990 New
CWC
2046
Carolinas Wealth Consulting
North Carolina
$1.16M +$39.1K +79 +3%
CPA
2047
Cardiff Park Advisors
California
$1.16M +$82.6K +167 +8%
SOAMC
2048
Spirit of America Management Corp
New York
$1.16M -$49.5K -100 -4%
MBT
2049
Montecito Bank & Trust
California
$1.16M +$137K +277 +13%
ACM
2050
Allred Capital Management
Texas
$1.16M +$176K +355 +18%