UNH icon

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 %
LFDLE
2301
La Financiere de L'Echiquier
France
$770K +$82.1K +166 +12%
WPC
2302
White Pine Capital
Minnesota
$769K +$22.3K +46 +3%
PEA
2303
Park Edge Advisors
Ohio
$767K +$488K +986 +175%
RFG
2304
RFP Financial Group
Georgia
$764K -$177K -357 -19%
PG
2305
Proffitt & Goodson
Tennessee
$764K -$4.45K -9 -0.6%
HAG
2306
HF Advisory Group
Maryland
$762K +$124K +251 +19%
GHA
2307
GW Henssler & Associates
Georgia
$761K -$1.48K -3 -0.2%
VP
2308
Verum Partners
North Carolina
$761K -$8.41K -17 -1%
TA
2309
TCM Advisors
West Virginia
$758K -$807K
JWWM
2310
Johnson & White Wealth Management
Pennsylvania
$758K +$35.1K +71 +5%
OPWM
2311
Oxinas Partners Wealth Management
Indiana
$757K -$63.8K -129 -8%
TIA
2312
Tandem Investment Advisors
South Carolina
$757K -$17.8K -36 -2%
ICP
2313
Interchange Capital Partners
Pennsylvania
$755K +$74.4K +149 +11%
FWM
2314
FFT Wealth Management
Pennsylvania
$753K +$177K +358 +31%
QFA
2315
Quantum Financial Advisors
California
$753K -$11.9K -24 -2%
CASC
2316
Coppell Advisory Solutions Corp
Texas
$752K +$752K +1,519 New
LL
2317
LWMG LLC
Minnesota
$746K -$42.5K -86 -5%
TF
2318
Trek Financial
Arizona
$744K +$322K +650 +76%
AWM
2319
AllSquare Wealth Management
New York
$743K +$74.2K +150 +11%
CC
2320
Copperleaf Capital
North Carolina
$743K +$48K +97 +7%
JGIA
2321
Jackson Grant Investment Advisers
Connecticut
$743K +$1.48K +3 +0.2%
SCG
2322
Sonata Capital Group
Washington
$741K
WCM
2323
WealthBridge Capital Management
Ohio
$741K -$115K -233 -13%
DA
2324
Detalus Advisors
Missouri
$740K -$48.5K -98 -6%
BWM
2325
Baron Wealth Management
Michigan
$737K +$17.8K +36 +2%