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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 %
SVCP
1026
Silicon Valley Capital Partners
California
$7.16M +$2.19M +4,435 +44%
KWA
1027
Kingswood Wealth Advisors
California
$7.15M -$630K -1,274 -8%
NRG
1028
Nemes Rush Group
Michigan
$7.14M +$216K +436 +3%
BCM
1029
Buckhead Capital Management
Georgia
$7.14M +$611K +1,236 +9%
UAM
1030
Unison Asset Management
Florida
$7.13M +$1.67M +3,374 +31%
KFP
1031
KMG Fiduciary Partners
Ohio
$7.11M -$7.42K -15 -0.1%
B
1032
Bellecapital
Switzerland
$7.1M +$263K +532 +4%
TIM
1033
Thompson Investment Management
Wisconsin
$7.1M +$156K +315 +2%
HSA
1034
HBK Sorce Advisory
Pennsylvania
$7.05M -$193K -390 -3%
ST
1035
Spinnaker Trust
Maine
$7.04M +$416K +840 +6%
BFIC
1036
Bedell Frazier Investment Counselling
California
$7.04M +$122K +247 +2%
CG
1037
Caprock Group
Idaho
$7M -$48.5K -98 -0.7%
Verition Fund Management
1038
Verition Fund Management
Connecticut
$6.98M +$2.02M +4,085 +41%
DSC
1039
Duncker Streett & Co
Missouri
$6.94M +$248K +501 +4%
SSA
1040
Sierra Summit Advisors
Nevada
$6.93M +$377K +763 +6%
VCWA
1041
Vanguard Capital Wealth Advisors
Colorado
$6.89M +$99.4K +201 +1%
SWK
1042
Stephen W. Kidder
$6.88M -$164K -332 -2%
LCM
1043
Liberty Capital Management
Michigan
$6.87M -$135K -272 -2%
NG
1044
NatWest Group
United Kingdom
$6.86M -$2.98M -6,017 -30%
PWM
1045
Perigon Wealth Management
California
$6.85M +$11.9K +24 +0.2%
ECML
1046
Eagle Capital Management (Louisiana)
Louisiana
$6.84M +$29.2K +59 +0.4%
FTDI
1047
First Trust Direct Indexing
Massachusetts
$6.84M +$26.7K +54 +0.4%
CBTWT
1048
Community Bank & Trust (Waco, Texas)
Texas
$6.82M +$701K +1,416 +11%
TAIM
1049
Te Ahumairangi Investment Management
New Zealand
$6.81M +$745K +1,505 +12%
CCFCSB
1050
Cape Cod Five Cents Savings Bank
Massachusetts
$6.8M +$89.5K +181 +1%