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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 %
ERWM
926
Elk River Wealth Management
Colorado
$8.58M -$787K -1,590 -8%
BWA
927
Burt Wealth Advisors
Maryland
$8.57M +$137K +276 +2%
SBIA
928
Sheaff Brock Investment Advisors
Indiana
$8.56M +$611K +1,235 +8%
NAM
929
NorthCrest Asset Manangement
Minnesota
$8.55M +$620K +1,253 +8%
SC
930
Savant Capital
Illinois
$8.54M -$93K -188 -1%
BIA
931
Biondo Investment Advisors
Pennsylvania
$8.54M +$3.42M +6,911 +67%
BONST
932
Bank of Nova Scotia Trust
Ontario, Canada
$8.52M +$534K +1,080 +7%
CWM
933
Chronos Wealth Management
Florida
$8.43M +$211K +427 +3%
AWM
934
Avitas Wealth Management
California
$8.43M -$58.9K -119 -0.7%
AF
935
Ally Financial
Michigan
$8.41M +$8.41M +17,000 New
FFP
936
FourThought Financial Partners
Florida
$8.41M +$557K +1,126 +7%
FHB
937
First Hawaiian Bank
Hawaii
$8.39M -$619K -1,251 -7%
IWA
938
Icon Wealth Advisors
Texas
$8.34M +$2.52M +5,088 +43%
GIA
939
GHP Investment Advisors
Colorado
$8.27M +$163K +329 +2%
MCWS
940
McKinley Carter Wealth Services
West Virginia
$8.25M +$360K +728 +5%
BEC
941
Blue Edge Capital
Virginia
$8.24M +$8.24M +16,662 New
CA
942
Cullinan Associates
Kentucky
$8.24M -$1.65M -3,332 -17%
BSC
943
Brown Shipley & Co
United Kingdom
$8.24M +$971K +1,983 +13%
ZB
944
Zions Bancorporation
Utah
$8.23M +$24.7K +50 +0.3%
EW
945
Evexia Wealth
Wisconsin
$8.23M -$50.1K -114 -0.6%
TWM
946
Tradition Wealth Management
Minnesota
$8.22M +$276K +558 +3%
VCA
947
Verdence Capital Advisors
Maryland
$8.2M -$177K -357 -2%
RCM
948
RNC Capital Management
California
$8.19M +$918K +1,855 +13%
CIG
949
Consolidated Investment Group
Colorado
$8.18M
LNC
950
Lincoln National Corp
Pennsylvania
$8.18M +$514K +1,039 +7%