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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 %
AWM
1376
Accurate Wealth Management
Florida
$3.55M -$3.51K -7 -0.1%
GSC
1377
Grey Street Capital
Illinois
$3.53M +$3.53M +7,142 New
CCM
1378
Consolidated Capital Management
California
$3.53M +$2.97K +6 +0.1%
MLFP
1379
MPS Loria Financial Planners
Illinois
$3.53M +$6.43K +13 +0.2%
BP
1380
Broadleaf Partners
Ohio
$3.53M -$2.22M -4,481 -39%
BOSSRA
1381
B.O.S.S. Retirement Advisors
Utah
$3.53M -$713K -1,354 -17%
NED
1382
Nancy E. Dempze
$3.53M +$219K +442 +7%
CCM
1383
Condor Capital Management
New Jersey
$3.52M +$21.3K +43 +0.6%
BDL
1384
Bey-Douglas LLC
Georgia
$3.51M -$30.7K -62 -0.9%
NW
1385
Naviter Wealth
Arkansas
$3.51M +$479K +968 +16%
GCIM
1386
Gunn & Company Investment Management
Florida
$3.5M -$44.8M -90,598 -93%
PWAM
1387
Pinnacle West Asset Management
Wyoming
$3.5M -$4.95K -10 -0.1%
WIA
1388
World Investment Advisors
California
$3.5M -$7.4M -5,315 -68%
BCM
1389
Birch Capital Management
Texas
$3.5M -$44K -89 -1%
CAM
1390
Costello Asset Management
Pennsylvania
$3.5M +$507K +1,025 +17%
B
1391
Barings
North Carolina
$3.48M -$365K -738 -9%
CAM
1392
Carret Asset Management
New York
$3.47M +$214K +432 +7%
IAIM
1393
International Assets Investment Management
Florida
$3.46M +$1.27M +2,594 +58%
SLWA
1394
San Luis Wealth Advisors
California
$3.46M +$267K +540 +8%
BB
1395
Bell Bank
North Dakota
$3.46M +$453K +916 +15%
HIP
1396
Harrell Investment Partners
Texas
$3.46M -$291K -588 -8%
AC
1397
Avestar Capital
New York
$3.45M +$482K +975 +16%
WC
1398
Waterloo Capital
Texas
$3.44M +$814K +1,646 +31%
PPWP
1399
Proquility Private Wealth Partners
Nevada
$3.43M +$312K +631 +10%
FFS
1400
Founders Financial Securities
Maryland
$3.42M -$504K -1,018 -13%