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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 %
RMCM
2751
Reynders McVeigh Capital Management
Massachusetts
$376K +$19.8K +40 +6%
DBRC
2752
D.B. Root & Company
Pennsylvania
$376K +$376K +760 New
AC
2753
Apella Capital
Connecticut
$375K -$56.5K -123 -13%
DCM
2754
Davis Capital Management
Florida
$375K -$32.8K -67 -8%
D
2755
Dentgroup
Louisiana
$374K -$34.6K -70 -8%
FFA
2756
Fi3 Financial Advisors
Indiana
$374K -$82.2K -167 -18%
CFSG
2757
Clark Financial Services Group
Missouri
$374K -$988 -2 -0.3%
SICM
2758
Sustainable Insight Capital Management
New York
$374K -$49.5K -100 -12%
LAS
2759
LWM Advisory Services
Florida
$372K -$14.8K -30 -4%
FDS
2760
First Dallas Securities
Texas
$371K
BSB
2761
Bangor Savings Bank
Maine
$371K -$225K -454 -38%
BCM
2762
Brown Capital Management
Maryland
$370K
MWM
2763
Merriman Wealth Management
Washington
$369K -$207K -418 -36%
EA
2764
Emerald Advisors
Washington
$368K +$17.8K +36 +5%
BO
2765
Bank OZK
Arkansas
$367K -$1.98K -4 -0.5%
BRM
2766
Boston Research & Management
Massachusetts
$366K
WW
2767
Westshore Wealth
California
$366K +$494 +1 +0.1%
WN
2768
Williams & Novak
California
$365K
FPIS
2769
Financial Planning & Information Services
Wisconsin
$365K
AIA
2770
Arbor Investment Advisors
North Carolina
$365K +$10.4K +21 +3%
AA
2771
Apriem Advisors
California
$365K +$365K +737 New
JDR
2772
Jay D. Rosenbaum
$364K
SWM
2773
Shelton Wealth Management
Texas
$364K +$103K +209 +40%
BPFA
2774
Barnes Pettey Financial Advisors
Mississippi
$364K -$1.48K -3 -0.4%
EBSAM
2775
Eubel Brady & Suttman Asset Management
Ohio
$363K +$6.93K +14 +2%