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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 %
PPP
2176
Private Portfolio Partners
New Jersey
$951K +$121K +245 +15%
CC
2177
Chicago Capital
Illinois
$951K -$966K -1,952 -50%
AAIM
2178
Asset Advisors Investment Management
Georgia
$951K -$223K -451 -19%
MPCL
2179
My Personal CFO LLC
Washington
$940K -$31.7K -64 -3%
SAM
2180
Simplify Asset Management
Nevada
$940K -$797K -1,611 -46%
PMSA
2181
Patrick M. Sweeney & Associates
Illinois
$939K -$24.7K -50 -3%
SIS
2182
Sound Income Strategies
Florida
$935K +$222K +448 +31%
FPF
2183
First Pacific Financial
Washington
$931K +$50.5K +102 +6%
HI
2184
Hoey Investments
Pennsylvania
$930K -$456K -922 -33%
LWM
2185
Laidlaw Wealth Management
New York
$927K -$2.43M -4,902 -72%
FSA
2186
Financial Security Advisor
Virginia
$926K +$75.2K +152 +9%
KFG
2187
Kingdom Financial Group
Arizona
$926K -$171K -346 -16%
IWA
2188
IVC Wealth Advisors
Pennsylvania
$924K -$45.5K -92 -5%
CAM
2189
Campion Asset Management
Virginia
$924K +$3.46K +7 +0.4%
CWM
2190
Cornerstone Wealth Management
Missouri
$923K +$4.95K +10 +0.5%
DWAM
2191
Duncan Williams Asset Management
Tennessee
$922K +$922K +1,864 New
KWA
2192
Kellett Wealth Advisors
Ohio
$920K
SWP
2193
Semus Wealth Partners
Florida
$919K -$17.8K -36 -2%
1W
2194
1776 Wealth
Georgia
$918K +$983 +2 +0.1%
IA
2195
Inspire Advisors
Idaho
$917K -$6.43K -13 -0.7%
RFO
2196
RiverGlades Family Offices
Florida
$913K +$203K +400 +29%
AMG
2197
Asset Management Group
Connecticut
$909K +$5.44K +11 +0.6%
VWMG
2198
Virginia Wealth Management Group
Virginia
$908K +$495 +1 +0.1%
Fuller & Thaler Asset Management
2199
Fuller & Thaler Asset Management
California
$905K
TWA
2200
TCI Wealth Advisors
Arizona
$902K +$51.4K +104 +6%