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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 %
AAS
626
Annex Advisory Services
Wisconsin
$18.9M +$1.08M +2,179 +6%
VLKIM
627
Van Lanschot Kempen Investment Management
Netherlands
$18.8M +$1.93M +3,897 +11%
SPC
628
Stewart & Patten Company
California
$18.8M +$294K +594 +2%
GH
629
GAM Holding
Switzerland
$18.8M +$4.04M +8,170 +27%
JA
630
JLB & Associates
Michigan
$18.7M +$227K +459 +1%
OCBCO
631
Oversea-Chinese Banking Corp (OCBC)
Singapore
$18.7M +$9.6M +19,417 +106%
AAS
632
Avantax Advisory Services
Texas
$18.6M +$2.51M +5,074 +16%
RWP
633
RWA Wealth Partners
Massachusetts
$18.6M +$1.8M +3,640 +11%
MWM
634
Modera Wealth Management
New Jersey
$18.6M -$473K -956 -2%
DWT
635
Dorsey & Whitney Trust
South Dakota
$18.5M -$66.8K -135 -0.4%
NTIC
636
Napean Trading & Investment Company
Singapore
$18.5M +$5.52M +11,162 +43%
KPWS
637
Kestra Private Wealth Services
Texas
$18.5M +$810K +1,638 +5%
MLICM
638
Metropolitan Life Insurance Company (MetLife)
New York
$18.5M -$170K -343 -0.9%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$18.4M -$606K -1,225 -3%
MIM
640
Marco Investment Management
Georgia
$18.3M +$126K +255 +0.7%
WBC
641
Westpac Banking Corp
Australia
$18.3M -$2.16M -4,374 -11%
SMFG
642
Sumitomo Mitsui Financial Group
Japan
$18.1M +$1.33M +2,693 +8%
Kovitz Investment Group Partners
643
Kovitz Investment Group Partners
Illinois
$18M +$10.1M +20,424 +128%
EGA
644
Eagle Global Advisors
Texas
$17.9M -$25.2K -51 -0.1%
HIA
645
Harbor Investment Advisory
Maryland
$17.8M +$559K +1,129 +3%
VCM
646
Violich Capital Management
California
$17.7M +$984K +1,990 +6%
SCA
647
Stillwater Capital Advisors
Pennsylvania
$17.7M -$9.89K -20 -0.1%
AFG
648
Albion Financial Group
Utah
$17.7M -$413K -834 -2%
OCAM
649
Onex Canada Asset Management
Ontario, Canada
$17.6M +$5.66M +11,440 +48%
FNBT
650
FineMark National Bank & Trust
Florida
$17.5M +$203K +410 +1%