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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 %
LHC
1126
Little House Capital
Massachusetts
$5.74M +$1.43M +2,888 +33%
DLCIG
1127
D.L. Carlson Investment Group
New Hampshire
$5.73M -$150K -304 -3%
RIM
1128
Reliant Investment Management
Tennessee
$5.71M +$124K +251 +2%
CHC
1129
City Holding Co
West Virginia
$5.71M -$93.5K -189 -2%
VPI
1130
Value Partners Investments
Manitoba, Canada
$5.69M +$321K +650 +6%
BOC
1131
Barbara Oil Co
Illinois
$5.69M
LAM
1132
Lountzis Asset Management
Pennsylvania
$5.69M
DWM
1133
Dynasty Wealth Management
Florida
$5.68M +$5.68M +11,486 New
VC
1134
Vestor Capital
Illinois
$5.67M -$122K -247 -2%
PP
1135
Pegasus Partners
Wisconsin
$5.67M -$3.96K -8 -0.1%
PL
1136
Plancorp LLC
Missouri
$5.66M -$49K -99 -0.9%
LAM
1137
Lynch Asset Management
Pennsylvania
$5.64M +$198K +400 +4%
NF
1138
Nikulski Financial
Iowa
$5.63M -$82.6K -167 -1%
NFG
1139
Nations Financial Group
Iowa
$5.61M -$28.7K -58 -0.5%
RWM
1140
Rockline Wealth Management
New York
$5.59M +$122K +246 +2%
MA
1141
Montag & Associates
Georgia
$5.58M +$97K +196 +2%
JAM
1142
JCIC Asset Management
Ontario, Canada
$5.57M +$83.1K +168 +2%
PTC
1143
Private Trust Company
Ohio
$5.57M -$209K -422 -4%
MAS
1144
Meeder Advisory Services
Ohio
$5.55M +$113K +228 +2%
JIP
1145
Jaffetilchin Investment Partners
Florida
$5.55M +$528K +1,068 +11%
SFA
1146
Souders Financial Advisors
Ohio
$5.54M +$181K +365 +3%
WA
1147
Waverly Advisors
Alabama
$5.54M +$734K +1,483 +15%
SGI
1148
Summit Global Investments
Utah
$5.52M +$1.42M +2,880 +35%
EFS
1149
Essex Financial Services
Connecticut
$5.51M -$241K -488 -4%
KTM
1150
Keeler Thomas Management
Utah
$5.51M +$474K +958 +9%