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UnitedHealth

3,351 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, 1,303 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
-41
Holders Change %
-1.21%
% of All Funds
48.58%
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
1,303
Closed
168
Calls
$3.56B
Puts
$4.05B
Net Calls
-$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
401
Marshall Wace
United Kingdom
$47.5M -$75.2M -152,100 -61%
GC
402
Guggenheim Capital
Illinois
$47.4M +$6.38M +12,890 +16%
Rafferty Asset Management
403
Rafferty Asset Management
New York
$47.2M +$647K +1,308 +1%
ACM
404
Alta Capital Management
Utah
$46.9M +$1.59M +3,207 +3%
BCI
405
Brinker Capital Investments
Pennsylvania
$46.1M +$744K +1,504 +2%
OPS
406
Orion Portfolio Solutions
Nebraska
$46.1M +$744K +1,504 +2%
CFM
407
Coronation Fund Managers
South Africa
$46.1M +$8.29M +16,753 +22%
GI
408
Gradient Investments
Minnesota
$45.9M +$4.16M +8,417 +10%
AWM
409
AE Wealth Management
Kansas
$45.6M -$30.8M -62,292 -40%
RMDI
410
R.M. Davis Inc
Maine
$45.1M +$2.12M +4,282 +5%
UH
411
Unigestion Holding
Switzerland
$45M +$5.82M +11,777 +15%
AssetMark Inc
412
AssetMark Inc
California
$44.6M +$3.43M +6,924 +8%
DSA
413
Davis Selected Advisers
Arizona
$44.5M -$9.14M -18,478 -17%
ZCM
414
Ziegler Capital Management
Illinois
$44.1M -$485K -981 -1%
FAM
415
Fred Alger Management
New York
$44.1M -$136M -274,368 -75%
WT
416
Whittier Trust
California
$43.9M +$435K +880 +1%
PP
417
Prudential plc
United Kingdom
$43.9M +$15.2M +30,662 +53%
CIC
418
Chilton Investment Company
Connecticut
$43.7M +$14.3M +28,935 +49%
CT
419
Cambridge Trust
Massachusetts
$43.6M +$1.83M +3,707 +4%
PIM
420
Provident Investment Management
Michigan
$43.6M +$43K +87 +0.1%
CI
421
Clal Insurance
Israel
$43.5M +$42.8M +86,500 +5,767%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$43.4M +$3.64M +7,356 +9%
OWP
423
Obermeyer Wealth Partners
Colorado
$43.4M +$1.69M +3,410 +4%
CRC
424
Curi RMB Capital
Illinois
$43.3M +$16.1M +32,593 +59%
AAIS
425
ABN AMRO Investment Solutions
$43.2M -$12.6M -25,440 -23%