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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 %
CA
1176
Claro Advisors
Massachusetts
$5.19M +$2.09M +4,219 +67%
PWS
1177
Peloton Wealth Strategists
Indiana
$5.19M +$595K +1,203 +13%
COI
1178
Connable Office Inc
Michigan
$5.19M -$217K -438 -4%
RWA
1179
River Wealth Advisors
Pennsylvania
$5.18M +$145K +293 +3%
OTPPB
1180
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.17M +$1.47M +2,981 +40%
BONH
1181
Bank of New Hampshire
New Hampshire
$5.17M +$3.46K +7 +0.1%
RWM
1182
Rench Wealth Management
Texas
$5.15M +$3.49M +7,052 +210%
AT
1183
Arden Trust
Delaware
$5.14M -$34.1K -69 -0.7%
HWM
1184
Heirloom Wealth Management
Colorado
$5.12M -$77.7K -157 -1%
CAM
1185
Cypress Asset Management
Texas
$5.09M +$57.3K +114 +1%
QI
1186
Qtron Investments
Massachusetts
$5.07M
RRA
1187
Round Rock Advisors
Connecticut
$5.06M -$833K -1,683 -14%
PA
1188
PFG Advisors
Arizona
$5.04M +$137K +277 +3%
LPT
1189
Legacy Private Trust
Wisconsin
$5.03M +$299K +604 +6%
MC
1190
Mirabaud & Cie
Switzerland
$5.02M +$1.5M +3,031 +43%
SCP
1191
Stamos Capital Partners
California
$5.02M +$2.23M +4,500 +80%
WCM
1192
Weik Capital Management
Pennsylvania
$5.02M -$63.8K -129 -1%
TLP
1193
Trinity Legacy Partners
Texas
$5M +$54.9K +111 +1%
FTIS
1194
First Trust Investment Solutions
Florida
$4.98M +$2.1M +4,249 +73%
FPAS
1195
Focus Partners Advisor Solutions
Missouri
$4.97M +$3.72M +7,513 +295%
FL
1196
FreeGulliver LLC
Louisiana
$4.95M
SGH
1197
Sivik Global Healthcare
Connecticut
$4.95M
IAS
1198
Insigneo Advisory Services
Florida
$4.94M +$786K +1,588 +19%
TCA
1199
Trifecta Capital Advisors
Illinois
$4.92M +$208K +420 +4%
CWM
1200
Cordatus Wealth Management
Pennsylvania
$4.92M +$978K +1,978 +25%