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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 %
CAL
1151
Capital Analysts LLC
Pennsylvania
$5.5M +$134K +270 +2%
CFSG
1152
Community Financial Services Group
Vermont
$5.49M +$5.49M +11,093 New
GI
1153
GS Investments
Minnesota
$5.48M -$2.47K -5 -0%
CAG
1154
Csenge Advisory Group
Florida
$5.47M +$71.2K +144 +1%
AIM
1155
Acropolis Investment Management
Missouri
$5.45M -$51K -103 -0.9%
DIM
1156
DLK Investment Management
California
$5.45M +$155K +314 +3%
QCG
1157
Quadrant Capital Group
Ohio
$5.44M -$509K -1,028 -9%
CTC (Chicago Trading Company)
1158
CTC (Chicago Trading Company)
Illinois
$5.43M +$5.43M +10,975 New
CWG
1159
Cornerstone Wealth Group
North Carolina
$5.42M +$847K +1,712 +19%
BZWA
1160
Blue Zone Wealth Advisors
California
$5.4M +$356K +719 +7%
CCG
1161
Chatham Capital Group
Georgia
$5.38M +$336K +679 +7%
CUAMC
1162
China Universal Asset Management Company
China
$5.38M +$919K +1,857 +21%
SCP
1163
Sandhill Capital Partners
New York
$5.36M +$1.46M +2,942 +37%
WC
1164
Wexford Capital
Florida
$5.36M +$3.54M +7,156 +195%
KWM
1165
Kingsview Wealth Management
Oregon
$5.33M -$555K -1,122 -9%
ACM
1166
Ayrshire Capital Management
Connecticut
$5.31M +$393K +794 +8%
KOC
1167
Koss-Olinger Consulting
Florida
$5.31M +$5.31M +10,728 New
MSAM
1168
Moloney Securities Asset Management
Missouri
$5.3M +$219K +442 +4%
JWCA
1169
J.W. Coons Advisors
Ohio
$5.29M +$605K +1,224 +13%
DPIM
1170
Duff & Phelps Investment Management
Illinois
$5.28M +$173K +350 +3%
SB
1171
Simmons Bank
Arkansas
$5.27M -$74.2K -150 -1%
NFC
1172
Northeast Financial Consultants
Connecticut
$5.26M +$161K +325 +3%
TAM
1173
Thematics Asset Management
France
$5.26M -$396K -800 -7%
TAM
1174
Trust Asset Management
Texas
$5.22M
CCM
1175
Carderock Capital Management
Maryland
$5.2M -$1.63M -3,292 -24%