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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 %
PWS
1301
Private Wealth Strategies
Ohio
$4.11M
CCIA
1302
Campbell & Co Investment Adviser
Maryland
$4.1M +$4.1M +8,290 New
V
1303
ViaWealth
Kansas
$4.1M -$86.1K -174 -2%
WWM
1304
Western Wealth Management
Colorado
$4.1M -$1.46M -2,945 -26%
SFG
1305
SNS Financial Group
Minnesota
$4.09M +$60.4K +122 +1%
GL
1306
Graypoint LLC
New York
$4.09M -$316K -639 -7%
RMAM
1307
Raab & Moskowitz Asset Management
New Jersey
$4.07M -$6.93K -14 -0.2%
MPPW
1308
Mitchell & Pahl Private Wealth
Oklahoma
$4.06M -$2.47K -5 -0.1%
SSI
1309
Scott & Selber Inc
Texas
$4.06M +$6.43K +13 +0.2%
AF
1310
Arrow Financial
New York
$4.05M -$464K -938 -10%
JHCP
1311
Jackson Hole Capital Partners
Oklahoma
$4.05M +$3.62M +7,311 +836%
SRC
1312
Shufro Rose & Co
New York
$4.04M -$243K -491 -6%
BCM
1313
Becker Capital Management
Oregon
$4.04M -$63.8K -129 -2%
SLG
1314
Stanley-Laman Group
Pennsylvania
$4.03M +$307K +620 +8%
NHT
1315
New Hampshire Trust
New Hampshire
$4.03M -$1.98K -4 -0%
GC
1316
Gratus Capital
Georgia
$4.02M -$1.59M -3,213 -28%
BA
1317
Bellwether Advisors
Nebraska
$4.01M +$4.01M +8,106 New
MC
1318
Moors & Cabot
Massachusetts
$3.98M -$397K -803 -9%
OCM
1319
Orleans Capital Management
Louisiana
$3.97M -$514K -1,040 -11%
FTWA
1320
Fifth Third Wealth Advisors
Ohio
$3.95M +$920K +1,860 +30%
AF
1321
Affiance Financial
Minnesota
$3.94M +$57.4K +116 +1%
SWP
1322
Strategic Wealth Partners
Ohio
$3.93M +$487K +984 +14%
ACS
1323
Archford Capital Strategies
Illinois
$3.91M +$94K +190 +2%
FFM
1324
Fullerton Fund Management
Singapore
$3.9M -$2.98M -6,032 -43%
ZF
1325
Zega Financial
Florida
$3.9M -$5.94K -12 -0.2%