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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 %
SFG
2201
Sunburst Financial Group
Alabama
$902K -$20.1K -41 -2%
HWP
2202
Heritage Wealth Partners
Ohio
$900K
MFWP
2203
Mosaic Family Wealth Partners
Missouri
$897K -$187K -377 -17%
JWM
2204
Janiczek Wealth Management
Colorado
$897K +$40.6K +82 +5%
APC
2205
Aspire Private Capital
North Carolina
$897K +$92.5K +187 +12%
VC
2206
Vicus Capital
Pennsylvania
$897K +$660K +1,334 +278%
PWM
2207
PBMares Wealth Management
Virginia
$896K -$168K -340 -16%
RWS
2208
Resolute Wealth Strategies
Mississippi
$896K +$495 +1 +0.1%
ES
2209
Eagle Strategies
New York
$895K -$151K -306 -14%
SAW
2210
Signal Advisors Wealth
Michigan
$892K +$646K +1,305 +263%
CMANY
2211
Capital Management Associates (New York)
New York
$890K
SAM
2212
Secure Asset Management
Michigan
$883K -$314K -634 -26%
Parnassus Investments
2213
Parnassus Investments
California
$882K +$118K +239 +15%
ITFISA
2214
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$881K +$25.6K +54 +3%
TWM
2215
Thrive Wealth Management
Pennsylvania
$881K +$89.6K +181 +11%
WHCI
2216
W.H. Cornerstone Investments
Massachusetts
$880K +$86.1K +174 +11%
APG
2217
Abacus Planning Group
South Carolina
$880K -$109K -221 -11%
WA
2218
Wealthstream Advisors
New York
$878K -$247K -500 -22%
TWG
2219
The Wealth Group
Minnesota
$876K -$6.15K -12 -0.7%
AIC
2220
Argus Investors Counsel
New York
$876K +$53.4K +108 +6%
SWG
2221
Summit Wealth Group
Vermont
$875K -$1.48K -3 -0.2%
CA
2222
Centerpoint Advisors
Massachusetts
$874K
SOS
2223
Silver Oak Securities
Tennessee
$871K -$285K -576 -25%
BMM
2224
Buffington Mohr McNeal
Idaho
$868K -$7.42K -15 -0.8%
AT
2225
Arlington Trust
Alabama
$867K -$50.5K -102 -5%