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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 %
AAMA
876
Advanced Asset Management Advisors
Ohio
$9.75M -$19.8K -40 -0.2%
PIM
877
Plato Investment Management
Australia
$9.73M +$8.59M +17,373 +754%
MA
878
Mutual Advisors
Nebraska
$9.73M +$162K +328 +2%
CM
879
Castleark Management
Illinois
$9.71M +$1.02M +2,060 +12%
KNW
880
Kesler Norman & Wride
Utah
$9.71M +$1.36M +2,755 +16%
AMBIA
881
Allen Mooney & Barnes Investment Advisors
Georgia
$9.7M +$66.7K +151 +0.7%
BP
882
Ballentine Partners
Massachusetts
$9.65M -$113K -229 -1%
AWP
883
Ascent Wealth Partners
New York
$9.62M +$92.5K +187 +1%
WAS
884
Wealth Advisory Solutions
Indiana
$9.61M +$585K +1,182 +6%
IWA
885
IBEX Wealth Advisors
New Jersey
$9.6M +$9.59M +18,093 +180,930%
PHS
886
PFM Health Sciences
California
$9.58M
SCA
887
Stokes Capital Advisors
South Carolina
$9.5M +$424K +857 +5%
CIA
888
Capital Investment Advisors
Georgia
$9.41M +$1.05M +2,129 +13%
M
889
MOTCO
Texas
$9.4M +$380K +768 +4%
HW
890
Hancock Whitney
Mississippi
$9.4M -$11.3M -22,894 -55%
MCM
891
Mattern Capital Management
Colorado
$9.36M +$629K +1,271 +7%
CIS
892
Capital International Sarl
California
$9.34M +$1.27M +2,565 +16%
HVIA
893
Hudson Valley Investment Advisors
New York
$9.32M +$409K +826 +5%
IAN
894
Integrated Advisors Network
Texas
$9.3M +$2.67M +5,394 +40%
FC
895
Fulcrum Capital
Washington
$9.29M +$1.03M +2,084 +12%
PA
896
Profund Advisors
Maryland
$9.29M -$560K -1,131 -6%
GWWM
897
Great Waters Wealth Management
Minnesota
$9.22M -$20.8K -42 -0.2%
MAM
898
Morse Asset Management
Connecticut
$9.16M +$224K +453 +3%
CAM
899
Cozad Asset Management
Illinois
$9.13M +$883K +1,785 +11%
JMFC
900
J.M. Forbes & Co
Massachusetts
$9.12M -$175K -353 -2%