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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 %
CFG
2076
Cooper Financial Group
California
$1.11M +$81.6K +165 +8%
SIAG
2077
Safeguard Investment Advisory Group
California
$1.11M -$25.2K -51 -2%
USWIA
2078
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.1M
TCWM
2079
Total Clarity Wealth Management
Illinois
$1.1M -$122K -247 -10%
TPWA
2080
TRUE Private Wealth Advisors
Oregon
$1.1M +$65.8K +133 +6%
PMA
2081
Prudent Man Advisors
Illinois
$1.1M -$48K -97 -4%
EFG
2082
Ethos Financial Group
Pennsylvania
$1.1M +$158K +319 +17%
MCWA
2083
Meadow Creek Wealth Advisors
Georgia
$1.1M +$228K +460 +26%
WAM
2084
Weinberger Asset Management
California
$1.09M -$81.6K -165 -7%
NIM
2085
Northeast Investment Management
Massachusetts
$1.09M -$210K -425 -16%
NB
2086
Northwest Bancshares
Pennsylvania
$1.09M +$205K +414 +23%
NA
2087
Nordwand Advisors
Pennsylvania
$1.09M -$2.08M -4,201 -66%
EAM
2088
EdenTree Asset Management
United Kingdom
$1.08M -$124K -250 -10%
SPI
2089
Sutton Place Investors
New York
$1.08M +$83.1K +168 +8%
BPGAM
2090
BTG Pactual Global Asset Management
Bermuda
$1.08M +$1.08M +2,064 New
WR
2091
WD Rutherford
Oregon
$1.08M -$14.8K -30 -1%
AWM
2092
Angeles Wealth Management
California
$1.08M +$266K +537 +33%
CP
2093
Covenant Partners
Tennessee
$1.08M -$271K -547 -20%
SFB
2094
STAR Financial Bank
Indiana
$1.08M +$7.42K +15 +0.7%
FI
2095
Financial Insights
Washington
$1.07M -$280K -566 -21%
JF
2096
JSF Financial
California
$1.07M +$198K +400 +23%
NRWA
2097
North Ridge Wealth Advisors
Oregon
$1.07M -$51.9K -105 -5%
VIP
2098
Vista Investment Partners
Oklahoma
$1.07M -$3.17M -6,418 -75%
OC
2099
Opinicus Capital
Florida
$1.07M -$17.3K -35 -2%
SMC
2100
Smith, Moore & Co
Missouri
$1.07M -$14.3K -29 -1%