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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 %
FCFC
2226
First Commonwealth Financial Corp
Pennsylvania
$866K -$5.94K -12 -0.7%
CAGAS
2227
Capital Advisory Group Advisory Services
Minnesota
$865K +$6.43K +13 +0.7%
FFWA
2228
FRG Family Wealth Advisors
Washington
$864K
DAM
2229
Diamant Asset Management
Connecticut
$861K +$541K +1,093 +169%
JWM
2230
Jeppson Wealth Management
California
$860K -$2.47K -5 -0.3%
CCWM
2231
Correct Capital Wealth Management
Missouri
$859K +$131K +264 +18%
IWM
2232
Iams Wealth Management
Nebraska
$859K +$63.8K +128 +8%
NLP
2233
Next Level Private
New York
$854K +$854K +1,726 New
LI
2234
LRI Investments
Florida
$850K +$850K +1,719 New
PAG
2235
Paladin Advisory Group
Iowa
$850K -$42.1K -86 -5%
PCM
2236
Presidio Capital Management
California
$849K -$77.7K -157 -8%
FCA
2237
FLC Capital Advisors
California
$849K -$71.2K -144 -8%
FAFN
2238
First Affirmative Financial Network
Colorado
$846K +$31.7K +64 +4%
OHWP
2239
Oak Harbor Wealth Partners
North Carolina
$845K +$15.8K +32 +2%
MCM
2240
MV Capital Management
Maryland
$844K -$21.8K -44 -3%
NRC
2241
New Republic Capital
North Carolina
$844K -$14.8K -30 -2%
BC
2242
Bridgefront Capital
Texas
$843K +$843K +1,704 New
CAL
2243
Capital Advisors Ltd
Ohio
$840K -$12.4K -25 -1%
ZIMP
2244
Zimmermann Investment Management & Planning
Pennsylvania
$837K +$2.97K +6 +0.4%
AIC
2245
Archer Investment Corporation
Indiana
$836K -$447K -903 -35%
ARC
2246
Advisor Resource Council
Texas
$834K -$1.57M -2,975 -65%
AB
2247
Atlas Brown
Kentucky
$832K +$11.9K +24 +1%
1SB
2248
1ST Source Bank
Indiana
$832K +$14.8K +30 +2%
TF
2249
Tompkins Financial
New York
$830K
WPA
2250
West Paces Advisors
Georgia
$830K +$14.3K +29 +2%