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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 %
AF
1476
Advisornet Financial
Minnesota
$2.95M -$71.2K -144 -2%
SP
1477
Symmetry Partners
Connecticut
$2.94M
CWP
1478
Concord Wealth Partners
Virginia
$2.94M +$569K +1,150 +24%
NERM
1479
New England Research & Management
Illinois
$2.93M +$2.41M +4,880 +465%
RCAG
1480
Rehmann Capital Advisory Group
Michigan
$2.93M +$25.2K +51 +0.9%
SFS
1481
Strategic Financial Services
New York
$2.93M -$176K -355 -6%
SIAG
1482
Signet Investment Advisory Group
Rhode Island
$2.93M +$205K +415 +8%
GFA
1483
Gifford Fong Associates
California
$2.93M -$3.61M -7,288 -55%
BMWM
1484
Brown Miller Wealth Management
Virginia
$2.93M +$108K +219 +4%
VDBMI
1485
Van Den Berg Management I
Texas
$2.93M +$1.58M +3,195 +118%
RPC
1486
Rossmore Private Capital
Connecticut
$2.92M +$7.42K +15 +0.3%
AFG
1487
Atomi Financial Group
New York
$2.92M +$129K +261 +5%
FA
1488
Fagan Associates
New York
$2.91M +$333K +673 +13%
RZH
1489
Relyea Zuckerberg Hanson
Connecticut
$2.91M -$195K -394 -6%
NCM
1490
Northside Capital Management
Oregon
$2.9M
RFM
1491
Royal Fund Management
Florida
$2.9M +$199K +402 +7%
SFP
1492
Shepherd Financial Partners
Massachusetts
$2.89M +$56.4K +114 +2%
ABP
1493
Arthur B. Page
$2.89M -$163K -329 -5%
SHFP
1494
Second Half Financial Partners
Florida
$2.88M +$2.69M +5,428 +1,350%
CAMV
1495
Concord Asset Management (Virginia)
Virginia
$2.88M +$543K +1,097 +23%
SC
1496
Sepio Capital
Utah
$2.87M -$302K -610 -10%
CCP
1497
Cunning Capital Partners
North Carolina
$2.86M
AI
1498
AXS Investments
New York
$2.85M +$330K +667 +13%
PFA
1499
Peak Financial Advisors
Colorado
$2.85M +$2.85M +5,762 New
BA
1500
Birinyi Associates
Connecticut
$2.84M