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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 %
LCM
1501
Legato Capital Management
California
$2.83M
JGCM
1502
Joseph Group Capital Management
Ohio
$2.83M +$912K +1,843 +47%
DS
1503
DRW Securities
Illinois
$2.83M +$2.36M +4,767 +497%
WPC
1504
Wedmont Private Capital
Pennsylvania
$2.82M -$718K -1,561 -20%
SG
1505
StoneX Group
New York
$2.82M +$216K +437 +8%
CWM
1506
Circle Wealth Management
New Jersey
$2.82M -$15.8K -32 -0.6%
ST
1507
Sentinel Trust
Texas
$2.82M
AWAU
1508
Alliance Wealth Advisors (Utah)
Utah
$2.81M +$93K +188 +3%
SIM
1509
Sentry Investment Management
Wisconsin
$2.81M
SWA
1510
Stratos Wealth Advisors
Ohio
$2.81M -$456K -921 -14%
AIA
1511
AIMZ Investment Advisors
California
$2.8M -$163K -330 -6%
WA
1512
Wealth Architects
California
$2.79M -$288K -583 -9%
PFBT
1513
Parkside Financial Bank & Trust
Missouri
$2.79M +$131K +265 +5%
HIIFS
1514
Harel Insurance Investments & Financial Services
Israel
$2.79M +$154K +312 +6%
PPWP
1515
Premier Path Wealth Partners
New Jersey
$2.78M -$149K -302 -5%
PAM
1516
Paradigm Asset Management
New York
$2.77M -$124K -250 -4%
CCWM
1517
Cassaday & Co Wealth Management
Virginia
$2.75M +$192K +389 +8%
PG
1518
Patten Group
Tennessee
$2.74M -$96.5K -195 -3%
RP
1519
Rice Partnership
Hawaii
$2.74M -$2.16M -4,357 -44%
NAS
1520
Nicolet Advisory Services
Wisconsin
$2.73M -$32.6K -71 -1%
WAP
1521
Wealthcare Advisory Partners
Pennsylvania
$2.73M +$161K +326 +6%
FNB
1522
Farmers National Bank
Kentucky
$2.72M +$2.04M +4,114 +297%
MCM
1523
Manchester Capital Management
Vermont
$2.72M +$51.9K +105 +2%
PFMU
1524
Privium Fund Management (UK)
United Kingdom
$2.71M +$1.33M +2,900 +96%
MLA
1525
My Legacy Advisors
Oregon
$2.71M -$321K -648 -11%