UNH icon

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 %
WANY
1101
Wealthspire Advisors (New York)
New York
$6.05M -$141K -285 -2%
BFM
1102
Boothbay Fund Management
New York
$6.03M +$5.6M +11,328 +1,310%
LSAG
1103
Lake Street Advisors Group
New Hampshire
$6.01M -$102K -207 -2%
CANC
1104
Culbertson A N & Co
Virginia
$6M +$45K +91 +0.8%
STB
1105
S&T Bank
Pennsylvania
$5.98M -$893K -1,806 -13%
WPP
1106
Whalerock Point Partners
Rhode Island
$5.98M +$277K +560 +5%
TW
1107
TritonPoint Wealth
Maryland
$5.98M -$412K -862 -6%
LA
1108
Legacy Advisors
Pennsylvania
$5.98M -$1.32M -2,659 -18%
GC
1109
Globeflex Capital
California
$5.96M
DAS
1110
Diversify Advisory Services
Utah
$5.94M +$5.94M +12,138 New
KA
1111
Kintegral Advisory
New York
$5.91M -$18.3K -37 -0.3%
MMG
1112
Monetary Management Group
Missouri
$5.9M +$71.7K +145 +1%
CAM
1113
Cubic Asset Management
Massachusetts
$5.88M -$159K -322 -3%
CT
1114
Clearstead Trust
Maine
$5.87M -$407K -822 -6%
RWM
1115
RBA Wealth Management
California
$5.83M +$53.9K +109 +0.9%
MFG
1116
Merit Financial Group
Georgia
$5.81M +$1.34M +2,727 +30%
BA
1117
Bristlecone Advisors
Washington
$5.81M -$1.98K -4 -0%
NS
1118
NBC Securities
Alabama
$5.81M -$84.1K -170 -1%
TFS
1119
Thoroughbred Financial Services
Tennessee
$5.8M -$2.78M -5,623 -32%
SFS
1120
Stiles Financial Services
Minnesota
$5.8M +$32.7K +66 +0.6%
ZIG
1121
Zurich Insurance Group
Switzerland
$5.79M -$101M -204,986 -95%
MCP
1122
Mirador Capital Partners
California
$5.78M +$632K +1,277 +12%
CICC
1123
Capital Investment Counsel (Colorado)
Colorado
$5.74M +$2.76M +5,572 +92%
BWM
1124
Bulltick Wealth Management
Florida
$5.74M +$201K +406 +4%
WPW
1125
Waldron Private Wealth
Pennsylvania
$5.74M -$471K -953 -8%