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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 %
VU
1426
Vanderbilt University
Tennessee
$3.29M +$1.55M +3,127 +89%
VSQM
1427
V-Square Quantitative Management
Illinois
$3.28M +$1.88M +3,801 +135%
HH
1428
Hilltop Holdings
Texas
$3.25M +$8.9K +18 +0.3%
FAP
1429
Financial Advisory Partners
Florida
$3.25M -$476K -962 -13%
CAAS
1430
Capital Asset Advisory Services
Michigan
$3.25M +$291K +638 +10%
SWM
1431
Sugarloaf Wealth Management
Georgia
$3.24M +$307K +621 +10%
RPWA
1432
Regent Peak Wealth Advisors
Georgia
$3.22M +$151K +305 +5%
PFA
1433
Pathway Financial Advisers
Indiana
$3.21M -$99K -200 -3%
LWMM
1434
Legacy Wealth Management (Mississippi)
Mississippi
$3.21M
CFM
1435
Capricorn Fund Managers
United Kingdom
$3.21M
KA
1436
Kovack Advisors
Florida
$3.21M +$842K +1,703 +36%
MWAM
1437
Manhattan West Asset Management
California
$3.2M +$472K +955 +17%
FHA
1438
First Horizon Advisors
Tennessee
$3.19M -$68.8K -139 -2%
RB
1439
Renasant Bank
Mississippi
$3.18M +$1.98K +4 +0.1%
JWM
1440
Jessup Wealth Management
Ohio
$3.16M -$110K -223 -3%
DA
1441
Dover Advisors
Virginia
$3.16M +$1.24M +2,503 +65%
BRG
1442
Bay Rivers Group
Virginia
$3.15M +$299K +605 +11%
HAM
1443
Harmony Asset Management
Arizona
$3.15M +$86.6K +175 +3%
BFW
1444
Brady Family Wealth
Missouri
$3.15M +$18.3K +37 +0.6%
FM
1445
Foster & Motley
Ohio
$3.14M -$79.7K -161 -2%
CTC
1446
Cetera Trust Company
Minnesota
$3.13M -$129K -260 -4%
GI
1447
GLOBALT Investments
Georgia
$3.12M -$1.21M -2,440 -28%
OAM
1448
Occidental Asset Management
California
$3.11M +$52.4K +106 +2%
CRI
1449
Commonwealth Retirement Investments
Virginia
$3.1M +$175K +353 +6%
IBOK
1450
Independence Bank of Kentucky
Kentucky
$3.1M +$669K +1,353 +28%