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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 %
IA
2426
Insight Advisors
Pennsylvania
$619K -$41.6K -84 -6%
SFA
2427
Source Financial Advisors
New York
$618K -$113K -229 -15%
HFP
2428
Holistic Financial Partners
Indiana
$618K -$16.3K -33 -3%
SC
2429
Summa Corp
Texas
$618K +$148K +300 +32%
KCPG
2430
Kavar Capital Partners Group
Kansas
$618K -$240K -485 -28%
AC
2431
Avory & Company
Florida
$618K -$115K -232 -16%
WAG
2432
Winthrop Advisory Group
Massachusetts
$618K -$6.43K -13 -1%
BWA
2433
Bordeaux Wealth Advisors
California
$617K -$271K -548 -31%
I
2434
INVST
Indiana
$616K +$8.32K +17 +1%
DCM
2435
Dimension Capital Management
Florida
$616K +$49K +99 +9%
MFG
2436
Midwest Financial Group
Kansas
$615K -$5.44K -11 -0.9%
Members Trust
2437
Members Trust
Florida
$613K +$76.2K +154 +14%
GIM
2438
Grassi Investment Management
California
$611K +$173K +350 +40%
ZIG
2439
Zuckerman Investment Group
Illinois
$611K +$66.3K +134 +12%
HPM
2440
Hoxton Planning & Management
West Virginia
$610K -$40.1K -81 -6%
KL
2441
KilterHowling LLC
Colorado
$610K +$169K +342 +38%
MSWM
2442
McGlone Suttner Wealth Management
Wisconsin
$609K -$6.43K -13 -1%
WG
2443
Wealth Group
North Carolina
$609K +$609K +1,232 New
HCP
2444
Holt Capital Partners
Texas
$608K +$6.93K +14 +1%
CST
2445
Charles Schwab Trust
Nevada
$607K -$764K -1,545 -56%
PPW
2446
Parcion Private Wealth
Washington
$605K -$35.6K -72 -6%
VWM
2447
Vigilare Wealth Management
Arizona
$602K -$146K -295 -20%
PWM
2448
Penobscot Wealth Management
Maine
$600K +$6.93K +14 +1%
VWWMG
2449
Vermillion & White Wealth Management Group
Pennsylvania
$599K +$34.6K +70 +6%
FBT
2450
First Bank & Trust
South Dakota
$598K +$63.3K +128 +12%