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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 %
WTC
576
WhitTier Trust Company
Nevada
$21.9M +$573K +1,158 +3%
CA
577
Callahan Advisors
Texas
$21.8M +$74.7K +151 +0.3%
AWS
578
Atria Wealth Solutions
New York
$21.7M -$1.13M -2,288 -5%
CWM
579
Calamos Wealth Management
Illinois
$21.5M +$1.69M +3,422 +9%
TTWM
580
TCV Trust & Wealth Management
Virginia
$21.4M -$365K -738 -2%
NB
581
Norinchukin Bank
Japan
$21.3M -$1.73M -3,492 -7%
FNT
582
First National Trust
Pennsylvania
$21.3M -$520K -1,051 -2%
CCM
583
Copeland Capital Management
Pennsylvania
$21.3M +$1.58M +3,187 +8%
NW
584
NewEdge Wealth
Pennsylvania
$21M -$96.6K -196 -0.5%
GBA
585
Garrison Bradford & Associates
New York
$21M -$146K -295 -0.7%
DADC
586
D.A. Davidson & Co
Montana
$20.8M -$827K -1,671 -4%
PAI
587
Pittenger & Anderson Inc
Nebraska
$20.8M +$70.2K +142 +0.3%
LIP
588
Liontrust Investment Partners
United Kingdom
$20.8M +$989K +2,000 +5%
FAB
589
First American Bank
Illinois
$20.8M +$484K +979 +2%
AAM
590
Advisors Asset Management
Colorado
$20.7M +$2.24M +4,538 +12%
FC
591
FORA Capital
Florida
$20.5M +$12.5M +25,177 +155%
BSA
592
Braun Stacey Associates
New York
$20.5M -$394K -797 -2%
CGH
593
Crossmark Global Holdings
Texas
$20.5M +$1.1M +2,218 +6%
FCBT
594
First Citizens Bank & Trust
North Carolina
$20.3M +$3.81M +7,703 +23%
GF
595
Gabelli Funds
New York
$20.1M -$43M -87,005 -68%
AA
596
ALPS Advisors
Colorado
$20.1M -$300K -607 -1%
FFB
597
First Financial Bankshares
Texas
$20M +$157K +318 +0.8%
RPAM
598
Rhenman & Partners Asset Management
Sweden
$20M -$6.68M -13,500 -25%
TAM
599
Trillium Asset Management
Massachusetts
$19.9M +$89K +180 +0.4%
CTA
600
Colonial Trust Advisors
South Carolina
$19.9M -$325K -657 -2%