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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 %
PI
1076
PFG Investments
New York
$6.37M +$3.38M +6,830 +113%
SC
1077
Syon Capital
California
$6.36M -$6.41M -12,967 -50%
NCM
1078
Nelson Capital Management
California
$6.35M +$191K +387 +3%
IA
1079
IFP Advisors
Florida
$6.34M +$432K +873 +7%
CL
1080
Choreo LLC
Illinois
$6.33M +$375K +758 +6%
AWM
1081
Avior Wealth Management
Nebraska
$6.33M +$1.92M +3,877 +43%
APSI
1082
Asset Planning Services Inc
Louisiana
$6.31M -$74.2K -150 -1%
HEIP
1083
Hudson Edge Investment Partners
New Jersey
$6.31M +$877K +1,772 +16%
CA
1084
Clearstead Advisors
Ohio
$6.26M -$571K -1,116 -8%
HCA
1085
Harbour Capital Advisors
Virginia
$6.24M +$33K +72 +0.5%
GAG
1086
GM Advisory Group
New York
$6.24M +$1.07M +2,172 +21%
MWA
1087
Meridian Wealth Advisors
Texas
$6.24M +$342K +692 +6%
CCM
1088
Canal Capital Management
Virginia
$6.23M +$420K +848 +7%
FMB
1089
Field & Main Bank
Kentucky
$6.22M -$273K -551 -4%
CPA
1090
Capital Planning Advisors
California
$6.19M -$34.1K -69 -0.5%
CT
1091
Chicago Trust
Illinois
$6.19M +$78.7K +159 +1%
MS
1092
Marshall & Sullivan
Washington
$6.12M -$41.6K -84 -0.7%
JRP
1093
Jasper Ridge Partners
California
$6.12M
SW
1094
SlateStone Wealth
Florida
$6.11M -$58.9K -119 -1%
GLR
1095
Great Lakes Retirement
Ohio
$6.09M +$192K +388 +3%
CAM
1096
ClariVest Asset Management
California
$6.08M -$14.4M -29,114 -70%
PCTC
1097
Perkins Coie Trust Company
Washington
$6.07M +$26.2K +53 +0.4%
CWM
1098
Connecticut Wealth Management
Connecticut
$6.07M -$21.8K -44 -0.4%
HTIM
1099
Harbour Trust & Investment Management
Indiana
$6.06M +$1.57M +3,170 +35%
CFGS
1100
Concourse Financial Group Securities
Alabama
$6.05M +$511K +1,033 +9%