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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 %
AHB
801
Abner Herrman & Brock
New Jersey
$12M -$10.4K -21 -0.1%
APF
802
Alaska Permanent Fund
Alaska
$12M +$7.98M +16,132 +200%
MCM
803
McKinley Capital Management
Alaska
$11.9M -$13.4M -27,101 -53%
FNFDCM
804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.9M +$119K +241 +1%
SWM
805
Spire Wealth Management
Virginia
$11.9M +$989K +2 +9%
CWP
806
Cyndeo Wealth Partners
Florida
$11.8M -$520K -1,051 -4%
JAM
807
Jupiter Asset Management
United Kingdom
$11.8M -$2.47M -5,001 -17%
NO
808
Ninety One
South Africa
$11.7M +$240K +487 +2%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$11.6M +$1.48M +2,990 +15%
KFS
810
Kurt F. Somerville
$11.6M +$857K +1,733 +8%
HCA
811
Hyperion Capital Advisors
New York
$11.6M
CM
812
Churchill Management
California
$11.5M +$11.5M +23,232 New
GT
813
Greenleaf Trust
Michigan
$11.5M -$1.15M -2,319 -9%
NIM
814
NEOS Investment Management
Connecticut
$11.5M +$2.91M +5,886 +34%
SAM
815
Sectoral Asset Management
Quebec, Canada
$11.5M +$2.1M +4,250 +22%
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$11.5M +$511K +1,033 +5%
HP
817
HealthInvest Partners
Sweden
$11.4M +$2.29M +4,633 +25%
RS
818
Robeco Schweiz
Switzerland
$11.4M
RIG
819
RiverFront Investment Group
Virginia
$11.3M +$892K +1,804 +9%
SAM
820
Smithbridge Asset Management
Pennsylvania
$11.2M -$314K -635 -3%
WCF
821
West Coast Financial
California
$11.1M -$31.7K -64 -0.3%
RBA
822
Richard Bernstein Advisors
New York
$11.1M
TCM
823
Twin Capital Management
Pennsylvania
$11.1M -$559K -1,130 -5%
SIMG
824
Sonora Investment Management Group
Arizona
$11.1M +$480K +971 +5%
AR
825
Advisory Research
Illinois
$11M +$249K +504 +2%