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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 %
AG
826
Ascent Group
Virginia
$11M -$189K -383 -2%
JIR
827
James Investment Research
Ohio
$11M -$1.89M -3,813 -15%
LIM
828
Leavell Investment Management
Alabama
$11M -$243K -492 -2%
HNW
829
High Note Wealth
Minnesota
$10.9M +$532K +1,075 +5%
PA
830
Procyon Advisors
Connecticut
$10.9M +$239K +483 +2%
IWC
831
Integrated Wealth Concepts
Massachusetts
$10.9M +$1.46M +2,952 +15%
MC
832
Miramar Capital
Illinois
$10.9M +$10.4M +20,707 +2,090%
MC
833
Montag & Caldwell
Georgia
$10.8M -$10.9M -22,118 -50%
DAC
834
Dividend Assets Capital
South Carolina
$10.8M -$481K -972 -4%
SWP
835
Stratos Wealth Partners
Ohio
$10.7M +$257K +519 +2%
PGAM
836
Princeton Global Asset Management
New Jersey
$10.7M +$14.8K +30 +0.1%
HAG
837
HighPoint Advisor Group
Illinois
$10.7M -$270K -527 -2%
BFG
838
Berger Financial Group
Minnesota
$10.7M +$371K +750 +4%
SCM
839
Shelton Capital Management
Colorado
$10.6M +$402K +812 +4%
MGIA
840
Moneta Group Investment Advisors
Missouri
$10.6M +$736K +1,487 +7%
WIC
841
Woodmont Investment Counsel
Tennessee
$10.4M +$695K +1,404 +7%
CI
842
CX Institutional
Indiana
$10.3M +$774K +1,564 +8%
DJSG
843
D.J. St. Germain
Massachusetts
$10.3M -$23.3K -47 -0.2%
SIA
844
Schechter Investment Advisors
Michigan
$10.3M +$2.82M +5,702 +38%
BCB
845
Brian C. Broderick
$10.3M +$1.07M +2,168 +12%
TPCW
846
TD Private Client Wealth
New York
$10.3M -$1.67M -3,377 -14%
Capstone Investment Advisors
847
Capstone Investment Advisors
New York
$10.2M +$9.26M +18,723 +939%
HI
848
Horizon Investments
North Carolina
$10.2M -$53.4K -108 -0.5%
NB
849
NBT Bank
New York
$10.2M -$135K -273 -1%
BFIM
850
Beese Fulmer Investment Management
Ohio
$10.2M +$9.45M +19,109 +1,262%