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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 %
LGF
851
LGT Group Foundation
Liechtenstein
$10.2M -$5.47M -11,065 -35%
WAS
852
WESPAC Advisors SoCal
California
$10.1M +$43K +87 +0.4%
SFA
853
Sequoia Financial Advisors
Ohio
$10.1M -$5.15M -10,401 -34%
PS
854
Principal Securities
Iowa
$10.1M +$214K +432 +2%
EARNEST Partners
855
EARNEST Partners
Georgia
$10.1M -$11.7M -23,659 -54%
AIP
856
Ameritas Investment Partners
Nebraska
$10.1M -$496K -1,002 -5%
EWM
857
Executive Wealth Management
Michigan
$10.1M +$425K +868 +4%
CGA
858
Compound Global Advisors
Washington
$10.1M -$1.82M -3,678 -15%
BIC
859
Beach Investment Counsel
Pennsylvania
$10M
DR
860
Davis Rea
Ontario, Canada
$10M +$5.09M +10,297 +103%
S
861
SignatureFD
Georgia
$10M -$551K -1,114 -5%
GWM
862
Greenwich Wealth Management
Connecticut
$10M +$12.9K +26 +0.1%
AIM
863
Anchor Investment Management
South Carolina
$10M +$310K +627 +3%
TFA
864
Toth Financial Advisory
Virginia
$9.91M +$149K +302 +2%
STAS
865
Strong Tower Advisory Services
Minnesota
$9.9M -$13.7K -28 -0.1%
AG
866
AlTi Global
New York
$9.9M +$3.65M +7,378 +58%
BCM
867
Bornite Capital Management
New York
$9.89M -$4.95M -10,000 -33%
GL
868
Governors Lane
New York
$9.89M +$1.16M +2,349 +13%
KIA
869
KCM Investment Advisors
California
$9.85M +$169K +342 +2%
PCA
870
Pallas Capital Advisors
Massachusetts
$9.84M +$331K +670 +3%
PHK
871
Point72 Hong Kong
Hong Kong
$9.82M +$9.82M +19,848 New
NSAM
872
North Star Asset Management
Wisconsin
$9.8M +$1.72M +3,469 +21%
WCM
873
Wedge Capital Management
North Carolina
$9.79M +$2.62M +5,290 +37%
TH
874
TCTC Holdings
Texas
$9.78M +$26.2K +53 +0.3%
EW
875
Evoke Wealth
California
$9.78M +$9.78M +19,760 New