UNH icon

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 %
RBCM
676
Raub Brock Capital Management
California
$16.3M -$680K -1,374 -4%
ATC
677
Argent Trust Co
Tennessee
$16.3M -$95K -192 -0.6%
TW
678
Transform Wealth
Colorado
$16.2M -$1.14M -2,312 -7%
AWM
679
Apollon Wealth Management
South Carolina
$16M -$162K -327 -1%
BFA
680
Bragg Financial Advisors
North Carolina
$16M -$253K -512 -2%
CFG
681
Citizens Financial Group
Rhode Island
$16M +$246K +497 +2%
AHC
682
Adell Harriman & Carpenter
Texas
$16M -$487K -984 -3%
OMC
683
Overbrook Management Corp
New York
$15.9M -$6.55M -13,245 -29%
TCOV
684
Trust Company of Vermont
Vermont
$15.9M +$2.4M +4,860 +18%
EF
685
Empowered Funds
Pennsylvania
$15.9M +$3.85M +7,781 +32%
WAS
686
Wesleyan Assurance Society
United Kingdom
$15.9M +$9.38M +18,975 +145%
KCM
687
Kennedy Capital Management
Missouri
$15.9M +$11.1M +22,487 +235%
PF
688
Phoenix Financial
Israel
$15.8M +$5.51M +11,140 +53%
KCM
689
Kornitzer Capital Management
Kansas
$15.8M +$34.1K +69 +0.2%
NRS
690
Neville Rodie & Shaw
New York
$15.7M -$408K -824 -3%
LI
691
LMCG Investments
Massachusetts
$15.7M -$1.98M -3,997 -11%
SAM
692
Synergy Asset Management
Washington
$15.6M +$14M +28,324 +856%
UAM
693
UAS Asset Management
New York
$15.6M +$407K +823 +3%
SW
694
Simplicity Wealth
New Jersey
$15.6M +$14.7M +29,615 +1,555%
BIAS
695
Beacon Investment Advisory Services
New Jersey
$15.6M -$320K -646 -2%
PIA
696
Petredis Investment Advisors
Pennsylvania
$15.6M +$368K +743 +2%
GAB
697
German American Bancorp
Indiana
$15.6M +$363K +734 +2%
ELC
698
Edgar Lomax Company
Virginia
$15.4M -$667K -1,348 -4%
MFAM
699
Motley Fool Asset Management
Virginia
$15.4M +$1.75M +3,533 +13%
CIC
700
Carnegie Investment Counsel
Ohio
$15.2M -$5.67M -11,452 -27%