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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 %
VNA
2401
Valley National Advisers
Pennsylvania
$638K -$61.8K -125 -9%
SEIA
2402
Signature Estate & Investment Advisors
California
$637K -$205K -414 -24%
PFA
2403
Pathway Financial Advisors
Vermont
$636K
CWS
2404
Cypress Wealth Services
California
$635K +$27.7K +56 +5%
H
2405
HoyleCohen
California
$635K +$989 +2 +0.2%
KCM
2406
Kanawha Capital Management
Virginia
$634K -$141K -285 -18%
BCM
2407
BluePath Capital Management
Georgia
$634K +$126K +254 +25%
SAF
2408
Smith Anglin Financial
Texas
$634K +$42.1K +85 +7%
Harris Associates
2409
Harris Associates
Illinois
$633K -$24.7K -50 -4%
DF
2410
Donoghue Forlines
Massachusetts
$633K +$91.5K +185 +17%
HNWAG
2411
High Net Worth Advisory Group
Florida
$632K +$134K +270 +27%
TNB
2412
Thomasville National Bank
Georgia
$631K -$7.92K -16 -1%
NP
2413
Ninepoint Partners
Ontario, Canada
$629K
BP
2414
BCK Partners
New York
$628K +$13.4K +27 +2%
DI
2415
DDFG Inc
California
$627K
WFL
2416
Wealth Forward LLC
North Dakota
$627K
GHAM
2417
Gilman Hill Asset Management
Connecticut
$627K +$28.2K +57 +5%
MA
2418
Modus Advisors
Minnesota
$625K +$20.3K +41 +3%
TNA
2419
True North Advisors
Texas
$625K +$50.5K +102 +9%
PC
2420
Prairiewood Capital
North Dakota
$624K
CCP
2421
Cassia Capital Partners
North Carolina
$622K +$142K +287 +30%
GA
2422
Goldstein Advisors
Wisconsin
$621K +$38.6K +78 +7%
TFA
2423
Teamwork Financial Advisors
Texas
$620K -$108K -219 -15%
IFPG
2424
Intrepid Financial Planning Group
Indiana
$620K +$2.47K +5 +0.4%
BMMM
2425
Boston Mountain Money Management
Arkansas
$619K +$619K +1,252 New