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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 %
MFS
2151
Monetta Financial Services
Illinois
$989K -$989K -2,000 -50%
PI
2152
Parkside Investments
Illinois
$989K -$196K -397 -17%
EP
2153
EPIQ Partners
Minnesota
$989K
TAMH
2154
Taikang Asset Management (HK)
Hong Kong
$989K +$989K +2,000 New
FFC
2155
First Financial Corp
Indiana
$987K -$216K -436 -18%
PFG
2156
Prosperity Financial Group
California
$986K +$59.9K +121 +6%
ISWM
2157
Independent Solutions Wealth Management
New York
$985K +$94.5K +191 +11%
UWS
2158
Unique Wealth Strategies
Illinois
$984K +$112K +227 +13%
WIM
2159
Westside Investment Management
California
$981K -$159K -321 -14%
BWP
2160
BSW Wealth Partners
Colorado
$977K -$15.8K -32 -2%
PIM
2161
Profit Investment Management
Maryland
$977K
CWM
2162
Castle Wealth Management
Florida
$975K +$109K +221 +13%
AFT
2163
Alpha Family Trust
California
$975K
AAP
2164
Arax Advisory Partners
Colorado
$973K -$125K -253 -11%
DWG
2165
Darden Wealth Group
Michigan
$972K -$49.5K -100 -5%
PP
2166
Patron Partners
Texas
$968K -$25.7K -52 -3%
AWS
2167
Aspen Wealth Strategies
Colorado
$964K +$55.9K +113 +6%
CCM
2168
Chickasaw Capital Management
Tennessee
$961K +$151K +305 +19%
QPW
2169
Quantum Private Wealth
Florida
$960K -$86.1K -174 -8%
MAM
2170
McLean Asset Management
Virginia
$960K +$7.81K +17 +0.8%
FCMC
2171
Founders Capital Management (Connecticut)
Connecticut
$959K +$103K +208 +12%
WA
2172
WealthTrust Axiom
Pennsylvania
$959K
1WA
2173
180 Wealth Advisors
Washington
$959K +$279K +563 +41%
VBFP
2174
Valtinson Bruner Financial Planning
Minnesota
$958K -$43.5K -88 -4%
LOAMU
2175
Lombard Odier Asset Management (USA)
New York
$958K +$958K +1,936 New