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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 %
EA
2451
Everpar Advisors
Oklahoma
$597K -$388K -785 -39%
FIM
2452
Fernwood Investment Management
Massachusetts
$597K -$34.6K -70 -5%
CFMC
2453
Curbstone Financial Management Corp
New Hampshire
$597K -$9.89K -20 -2%
NF
2454
NavPoint Financial
Minnesota
$596K +$1.98K +4 +0.3%
HCM
2455
Howland Capital Management
Massachusetts
$596K -$24.7K -50 -4%
WPC
2456
Waters Parkerson & Co
Louisiana
$596K +$42.5K +86 +8%
TW
2457
Traveka Wealth
California
$594K +$18.8K +38 +3%
SFS
2458
Sharp Financial Services
Pennsylvania
$594K +$594K +1,200 New
DA
2459
Dillon & Associates
Michigan
$593K
MBI
2460
May Barnhard Investments
Maryland
$592K +$57.9K +117 +11%
MIM
2461
MTM Investment Management
South Carolina
$592K +$36.1K +73 +7%
BWG
2462
Berry Wealth Group
Texas
$589K -$68.8K -139 -10%
MCA
2463
MSH Capital Advisors
Arizona
$589K
GWAM
2464
Guardian Wealth Advisors (Minnesota)
Minnesota
$589K
SAG
2465
Spotlight Asset Group
Illinois
$583K +$152K +307 +35%
WTA
2466
Washington Trust Advisors
Massachusetts
$583K +$33.6K +68 +6%
HWM
2467
Horizon Wealth Management
Illinois
$582K +$25.2K +51 +5%
SP
2468
Successful Portfolios
Florida
$582K -$18.3K -37 -3%
ACM
2469
Armbruster Capital Management
New York
$581K
TCPW
2470
Twin City Private Wealth
North Carolina
$581K +$581K +1,174 New
BBNB
2471
Baker Boyer National Bank
Washington
$580K
IHWM
2472
Iron Horse Wealth Management
Iowa
$577K
LA
2473
Lifeworks Advisors
Michigan
$577K +$43.5K +88 +8%
KIG
2474
Kowal Investment Group
Wisconsin
$575K -$124K -250 -18%
PBO
2475
Peoples Bank (Ohio)
Ohio
$574K +$10.9K +22 +2%