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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 %
TAM
776
Tocqueville Asset Management
New York
$12.5M -$28.7K -58 -0.2%
SLI
777
Sumitomo Life Insurance
Japan
$12.5M +$2.64M +5,204 +27%
SAM
778
Silvercrest Asset Management
New York
$12.5M +$3.62M +7,308 +41%
LG
779
Leuthold Group
Minnesota
$12.4M -$53.9K -109 -0.4%
DAS
780
Dynamic Advisor Solutions
Arizona
$12.4M +$1.51M +3,048 +14%
VWM
781
Venturi Wealth Management
Texas
$12.4M -$177K -357 -1%
MWM
782
Mission Wealth Management
California
$12.4M +$2.1M +4,254 +20%
BSW
783
Buckingham Strategic Wealth
Missouri
$12.4M -$516K -1,044 -4%
AIM
784
Artemis Investment Management
United Kingdom
$12.4M -$4.63M -9,370 -27%
BRCM
785
Bright Rock Capital Management
Massachusetts
$12.4M
MAA
786
Matrix Asset Advisors
New York
$12.4M +$3.03M +6,135 +33%
CIA
787
Covington Investment Advisors
Pennsylvania
$12.4M +$1.48M +2,997 +14%
AC
788
Addenda Capital
Quebec, Canada
$12.3M -$658K -1,331 -5%
EGM
789
Engineers Gate Manager
New York
$12.3M +$10.2M +20,649 +487%
RIM
790
Rakuten Investment Management
Japan
$12.3M +$11.2M +22,584 +987%
ANBT
791
American National Bank & Trust
Texas
$12.3M +$2.04M +4,130 +20%
AIMCA
792
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.2M +$495 +1 +0%
CCM
793
Coldstream Capital Management
Washington
$12.2M +$746K +1,508 +7%
TA
794
TruWealth Advisors
Louisiana
$12.2M -$5.02M -10,145 -29%
WI
795
Wafra Inc
New York
$12.1M -$6.28M -12,699 -34%
Walleye Capital
796
Walleye Capital
New York
$12.1M -$2.29M -4,628 -16%
GT
797
Glenview Trust
Kentucky
$12.1M -$325K -657 -3%
Group One Trading
798
Group One Trading
Illinois
$12.1M -$14.4M -29,201 -54%
LOPW
799
Live Oak Private Wealth
North Carolina
$12.1M +$644K +1,301 +6%
LGWM
800
Litman Gregory Wealth Management
California
$12.1M +$701K +1,418 +6%