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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 %
BFC
976
Blue Fin Capital
Rhode Island
$7.88M +$316K +639 +4%
RWM
977
Ritholtz Wealth Management
New York
$7.87M -$472K -955 -6%
CJL
978
Cyrus J. Lawrence
New York
$7.86M +$7.86M +15,885 New
SPC
979
Sigma Planning Corp
Michigan
$7.85M +$4.42M +8,935 +129%
BCM
980
BTC Capital Management
Iowa
$7.83M +$7.83M +15,822 New
JWM
981
Jackson Wealth Management
Florida
$7.83M +$353K +714 +5%
TC
982
Trium Capital
United Kingdom
$7.82M +$1.2M +2,434 +18%
AG
983
AIA Group
Hong Kong
$7.81M -$2.77M -5,601 -26%
SIM
984
Seaview Investment Managers
Florida
$7.73M +$373K +755 +5%
MJP
985
Michael J. Puzo
$7.7M +$868K +1,755 +13%
ANTB
986
AMG National Trust Bank
Colorado
$7.67M -$110K -223 -1%
RCP
987
Rothschild Capital Partners
New York
$7.66M -$27.2K -55 -0.4%
GAM
988
Griffin Asset Management
New York
$7.65M +$809K +1,635 +12%
WIS
989
Wright Investors Service
Connecticut
$7.61M -$52.4K -106 -0.7%
AIMC
990
Alley Investment Management Company
Illinois
$7.6M +$62.8K +127 +0.8%
MWM
991
Marietta Wealth Management
Georgia
$7.59M +$184K +372 +2%
IEFM
992
IQ EQ Fund Management
Ireland
$7.57M -$16.3K -33 -0.2%
AIP
993
Alapocas Investment Partners
Massachusetts
$7.57M +$162K +327 +2%
ELI
994
Empire Life Investments
Ontario, Canada
$7.53M -$237K -479 -3%
S
995
SimplyRich
California
$7.52M +$6.43K +13 +0.1%
ET
996
Entropy Technologies
New York
$7.51M +$5.72M +11,572 +321%
CT
997
Coastline Trust
Rhode Island
$7.5M -$223K -451 -3%
TCBWMS
998
Texas Capital Bank Wealth Management Services
Texas
$7.49M -$172K -348 -2%
SIC
999
Sigma Investment Counselors
Michigan
$7.48M -$180K -364 -2%
SCM
1000
Suvretta Capital Management
New York
$7.48M +$1.14M +2,300 +18%