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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 %
CCA
2101
Childress Capital Advisors
Texas
$1.07M -$218K -440 -17%
FOA
2102
Five Oceans Advisors
California
$1.07M -$7.92K -16 -0.7%
CPC
2103
Consolidated Planning Corp
Georgia
$1.07M -$6.39M -12,917 -86%
RWPA
2104
Richard W. Paul & Associates
Michigan
$1.07M +$51K +103 +5%
SXL
2105
Summit X LLC
Missouri
$1.07M -$47.6K -96 -4%
VF
2106
Vest Financial
Virginia
$1.06M +$1.06M +2,153 New
PFA
2107
Professional Financial Advisors
Nebraska
$1.06M +$47.5K +96 +5%
SW
2108
SMART Wealth
Nebraska
$1.06M +$96.9K +196 +10%
ETIA
2109
Epic Trust Investment Advisors
Washington
$1.06M +$38.1K +77 +4%
CPC
2110
Cookson Peirce & Co
Pennsylvania
$1.06M -$12.2M -24,763 -92%
PCM
2111
Pennsylvania Capital Management
Pennsylvania
$1.06M -$323K -652 -23%
6F
2112
626 Financial
Michigan
$1.06M +$495 +1 +0%
MS
2113
Maven Securities
Jersey
$1.06M +$577K +1,167 +121%
AFG
2114
ABLE Financial Group
Arizona
$1.06M -$26.2K -53 -2%
BFA
2115
Buttonwood Financial Advisors
Maryland
$1.05M -$43K -87 -4%
ACGA
2116
Atlanta Consulting Group Advisors
Georgia
$1.05M +$1.05M +2,132 New
BMO
2117
Beck Mack & Oliver
New York
$1.05M +$206K +416 +24%
SFG
2118
Sovereign Financial Group
Connecticut
$1.05M +$23.7K +48 +2%
HWA
2119
HCR Wealth Advisors
California
$1.05M +$5.44K +11 +0.5%
AMM
2120
American Money Management
California
$1.05M -$1.48K -3 -0.1%
ACP
2121
Aveo Capital Partners
Colorado
$1.05M -$18.2K -37 -2%
DFA
2122
Davies Financial Advisors
California
$1.05M +$1.05M +2,113 New
TCOTS
2123
Trust Company of the South
North Carolina
$1.04M -$615K -1,243 -37%
AFA
2124
AA Financial Advisors
Ohio
$1.04M +$1.04M +2,108 New
MCM
2125
Monument Capital Management
Virginia
$1.04M -$399K -807 -28%