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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 %
AWM
726
Axxcess Wealth Management
California
$14.3M -$178K -359 -1%
DWM
727
Dakota Wealth Management
Florida
$14.3M +$3.08M +6,221 +28%
MGWM
728
Marks Group Wealth Management
Minnesota
$14.2M +$649K +1,312 +5%
LS
729
Livforsakringsbolaget Skandia
Sweden
$14.1M
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M +$332K +671 +2%
CAC
731
Core Alternative Capital
Georgia
$14M -$842K -1,703 -6%
SW
732
SVB Wealth
Massachusetts
$13.9M -$1.65M -3,337 -11%
SCI
733
S&CO Inc
Massachusetts
$13.8M +$9.43M +19,054 +214%
NWM
734
Nicola Wealth Management
British Columbia, Canada
$13.8M
CK
735
Cohen Klingenstein
New York
$13.7M
RC
736
Roundview Capital
New Jersey
$13.6M +$574K +1,161 +4%
BWFA
737
Baltimore-Washington Financial Advisors
Maryland
$13.5M -$259K -524 -2%
HR
738
Howe & Rusling
New York
$13.5M +$2.08M +4,212 +18%
SC
739
Scholtz & Company
Connecticut
$13.4M +$1.41M +2,855 +12%
PIM
740
Penobscot Investment Management
Massachusetts
$13.4M +$266K +537 +2%
PTB
741
Pioneer Trust Bank
Oregon
$13.4M +$945K +1,910 +8%
Nomura Holdings
742
Nomura Holdings
Japan
$13.4M -$829K -1,675 -6%
BFG
743
Bleakley Financial Group
New Jersey
$13.3M -$8.78M -17,758 -40%
TI
744
Tidal Investments
Wisconsin
$13.3M +$998K +2,018 +8%
PJSIMP
745
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.3M +$350K +708 +3%
LF
746
Longbow Finance
Switzerland
$13.3M +$13.3M +26,895 New
TIP
747
Torray Investment Partners
Maryland
$13.3M
LCI
748
L1 Capital International
Australia
$13.3M +$3.03M +6,194 +30%
BCM
749
Brookstone Capital Management
Illinois
$13.2M +$2.14M +4,326 +19%
WS
750
Wedbush Securities
California
$13.2M +$669K +1,353 +5%