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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 %
LC
1051
Lindbrook Capital
California
$6.77M -$181K -365 -3%
VFA
1052
Valeo Financial Advisors
Indiana
$6.73M -$321K -658 -5%
NGA
1053
Naples Global Advisors
Florida
$6.72M +$659K +1,332 +11%
USCWA
1054
U.S. Capital Wealth Advisors
Texas
$6.71M -$506K -1,022 -7%
EAMA
1055
EFG Asset Management (Americas)
Florida
$6.68M -$2.74M -5,544 -29%
CWM
1056
CMH Wealth Management
New Hampshire
$6.62M -$530K -1,072 -7%
SSB
1057
Sandy Spring Bank
Maryland
$6.6M +$9.4K +19 +0.1%
TPA
1058
Trivium Point Advisory
Connecticut
$6.59M +$293K +593 +5%
GFS
1059
GYL Financial Synergies
Connecticut
$6.59M +$31.7K +64 +0.5%
FIB
1060
First Interstate Bank
Montana
$6.57M -$364K -736 -5%
RMC
1061
Resources Management Corp
Connecticut
$6.57M +$619K +1,251 +10%
PIMJS
1062
PKO Investment Management Joint-Stock
Poland
$6.56M +$895K +1,800 +16%
SIG
1063
Sky Investment Group
Connecticut
$6.56M +$88.6K +179 +1%
GCA
1064
Greenwood Capital Associates
South Carolina
$6.54M +$145K +294 +2%
MAM
1065
Milestone Asset Management
Pennsylvania
$6.51M +$6.16M +12,442 +1,733%
PI
1066
PEAK6 Investments
Illinois
$6.49M -$2.09M -4,234 -24%
SDWIA
1067
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.48M -$174K -351 -3%
WAM
1068
Weatherly Asset Management
California
$6.47M -$270K -546 -4%
WFI
1069
West Family Investments
California
$6.46M +$183K +369 +3%
FB
1070
Fulton Bank
Pennsylvania
$6.45M -$64.3K -130 -1%
UIA
1071
Ulland Investment Advisors
Minnesota
$6.43M -$120K -243 -2%
ALAM
1072
Asahi Life Asset Management
Japan
$6.43M -$2.87M -5,808 -31%
NP
1073
NorthRock Partners
Minnesota
$6.41M +$142K +287 +2%
SFS
1074
Sowell Financial Services
Arkansas
$6.4M -$245K -495 -4%
BHWM
1075
Bar Harbor Wealth Management
New Hampshire
$6.37M +$79.6K +161 +1%