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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 %
SFI
701
Siemens Fonds Invest
Germany
$15.2M +$325K +657 +2%
CIA
702
CCM Investment Advisers
South Carolina
$15.2M -$530K -1,072 -3%
CWM
703
Congress Wealth Management
Massachusetts
$15.2M -$12.8M -25,865 -46%
AL
704
Arnhold LLC
New York
$15.1M -$213K -430 -1%
KRSITF
705
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.1M -$1.2M -2,428 -7%
LBC
706
Lowe Brockenbrough & Co
Virginia
$15M +$1.49M +3,018 +11%
PR
707
Payden & Rygel
California
$15M +$2.77M +5,600 +23%
PRIG
708
Payden & Rygel Investment Group
California
$15M +$15M +30,380 New
KWMG
709
King Wealth Management Group
Florida
$15M +$1.28M +2,582 +9%
CCMIC
710
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15M +$605K +1,222 +4%
Massachusetts Financial Services
711
Massachusetts Financial Services
Massachusetts
$14.9M -$129M -260,667 -90%
IGM
712
Incline Global Management
New York
$14.9M +$14.9M +30,026 New
BCP
713
BlackBarn Capital Partners
New York
$14.8M +$1.83M +3,700 +14%
SWM
714
Segment Wealth Management
Texas
$14.8M +$318K +642 +2%
AF
715
Allworth Financial
California
$14.7M +$648K +1,309 +5%
ACA
716
Anchor Capital Advisors
Massachusetts
$14.7M -$1.46M -2,944 -9%
MC
717
Middleton & Co
Massachusetts
$14.6M +$190K +384 +1%
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$14.5M -$134K -271 -0.9%
CIC
719
Concord Investment Counsel
California
$14.5M +$14.5M +29,399 New
NMIMC
720
Northwestern Mutual Investment Management Company
Wisconsin
$14.5M +$35.6K +72 +0.2%
YIA
721
YHB Investment Advisors
Connecticut
$14.5M -$976K -1,972 -6%
BWP
722
Barlow Wealth Partners
Kentucky
$14.5M +$584K +1,330 +4%
MWM
723
Moran Wealth Management
Florida
$14.4M +$1.16M +2,338 +9%
BBA
724
Baader Bank Aktiengesellschaft
Germany
$14.4M -$1.97M -3,977 -12%
CCM
725
Carlson Capital Management
Minnesota
$14.4M -$1.68M -3,400 -10%