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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 %
SPFA
2351
Summit Place Financial Advisors
New Jersey
$700K +$25.2K +51 +4%
EWS
2352
Evergreen Wealth Solutions
Pennsylvania
$700K -$159K -322 -19%
WCM
2353
Washington Capital Management
Washington
$698K -$227K -458 -25%
HWM
2354
Hemington Wealth Management
Virginia
$693K +$128K +259 +23%
SGK
2355
Steigerwald Gordon & Koch
Virginia
$693K +$495 +1 +0.1%
CA
2356
Carson Advisory
Georgia
$689K -$5.44K -11 -0.8%
AA
2357
Aire Advisors
California
$689K +$6.96K +14 +1%
V
2358
VeraBank
Texas
$687K -$7.42K -15 -1%
AGC
2359
Aspen Grove Capital
Colorado
$684K +$75.8K +153 +12%
COCM
2360
Charter Oak Capital Management
New Hampshire
$684K +$145K +294 +27%
EFMH
2361
E Fund Management (HK)
Hong Kong
$683K +$612K +1,236 +858%
ACP
2362
Arcus Capital Partners
Georgia
$679K +$161K +326 +31%
TWP
2363
Triad Wealth Partners
Kansas
$679K +$679K +1,372 New
ILI
2364
Invesco LLC (Illinois)
Illinois
$678K +$133K +268 +24%
WWM
2365
Whalen Wealth Management
Nevada
$678K
CCP
2366
Clough Capital Partners
Massachusetts
$678K +$445K +900 +191%
ACM
2367
Arlington Capital Management
Illinois
$676K +$16.8K +34 +3%
TSW
2368
Thompson Siegel & Walmsley
Virginia
$676K -$3.39M -6,855 -83%
SFPG
2369
Stonebridge Financial Planning Group
Florida
$676K
RFA
2370
Resurgent Financial Advisors
Georgia
$676K +$8.91K +18 +1%
SMH
2371
Sanders Morris Harris
Texas
$674K +$98.9K +200 +17%
BLC
2372
Brown, Lisle/Cummings
Rhode Island
$673K
WLG
2373
Williamson Legacy Group
Indiana
$668K +$3.96K +8 +0.6%
CPRC
2374
Consolidated Portfolio Review Corp
New York
$666K -$99.4K -201 -13%
ICA
2375
Infrastructure Capital Advisors
New York
$665K -$1.32M -2,678 -67%