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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 %
CCA
1001
Checchi Capital Advisers
California
$7.47M -$246K -497 -3%
RDWM
1002
Red Door Wealth Management
Tennessee
$7.46M +$149K +302 +2%
HCM
1003
Hilton Capital Management
New York
$7.44M -$2.84M -5,740 -28%
SIA
1004
Soltis Investment Advisors
Utah
$7.43M +$3.58M +7,244 +93%
CP
1005
CenterBook Partners
Connecticut
$7.41M +$1.6M +3,239 +28%
IMCOOI
1006
Investment Management Corp of Ontario (IMCO)
Canada
$7.38M -$14.9M -30,045 -67%
AC
1007
Asio Capital
Kentucky
$7.37M +$520K +1,052 +8%
MPM
1008
Meritage Portfolio Management
Kansas
$7.37M -$470K -950 -6%
MSWM
1009
Mader & Shannon Wealth Management
Missouri
$7.37M +$202K +408 +3%
TCM
1010
Tran Capital Management
California
$7.33M +$7.33M +14,809 New
SPC
1011
Spirepoint Private Client
Florida
$7.31M +$7.31M +14,784 New
BI
1012
Ballast Inc
Kentucky
$7.3M +$1.06M +2,146 +17%
JWBC
1013
J.W. Burns & Co
New York
$7.28M +$98.4K +199 +1%
1IA
1014
1834 Investment Advisors
Wisconsin
$7.27M -$1.86M -3,751 -20%
CT
1015
Colonial Trust
South Carolina
$7.27M -$56.9K -115 -0.8%
ADL
1016
Asset Dedication LLC
California
$7.24M +$279K +576 +4%
CW
1017
CreativeOne Wealth
Kansas
$7.24M +$1.44M +2,908 +25%
GIA
1018
Gladstone Institutional Advisory
Florida
$7.24M +$907K +1,834 +14%
CIA
1019
Concurrent Investment Advisors
Florida
$7.21M +$550K +1,112 +8%
ACM
1020
Aljian Capital Management
Nevada
$7.2M +$465K +939 +7%
TCM
1021
Telos Capital Management
California
$7.2M +$6.41M +12,954 +809%
BWL
1022
Bogart Wealth LLC
Virginia
$7.19M +$439K +888 +7%
GIP
1023
Granite Investment Partners
California
$7.18M -$8.77M -17,738 -55%
SCM
1024
SOL Capital Management
Maryland
$7.18M +$166K +335 +2%
OCM
1025
Olstein Capital Management
New York
$7.17M +$3.46M +7,000 +93%