UNH icon

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 %
SSWM
1551
Sheets Smith Wealth Management
North Carolina
$2.58M +$103K +208 +4%
JWCA
1552
J.W. Cole Advisors
Florida
$2.58M +$79.6K +161 +3%
CCT
1553
Chemung Canal Trust
New York
$2.58M -$3.4M -6,873 -57%
RCIM
1554
Red Cedar Investment Management
Michigan
$2.57M -$682K -1,378 -21%
SFI
1555
SPC Financial Inc
Maryland
$2.57M +$88.6K +179 +4%
CIC
1556
Cornercap Investment Counsel
Georgia
$2.56M +$108K +219 +4%
PCM
1557
Parsons Capital Management
Rhode Island
$2.56M +$188K +380 +8%
TCOT
1558
Trust Company of Toledo
Ohio
$2.56M -$19.8K -40 -0.8%
FAM
1559
Formidable Asset Management
Ohio
$2.55M +$1.87M +3,785 +275%
BWM
1560
BKM Wealth Management
Wisconsin
$2.55M +$657K +1,328 +35%
BCM
1561
Brasada Capital Management
Texas
$2.55M +$20.3K +41 +0.8%
AIA
1562
Affinity Investment Advisors
California
$2.54M +$425K +860 +20%
SP
1563
SWS Partners
Ohio
$2.54M +$360K +728 +17%
BCA
1564
Bay Colony Advisors
Massachusetts
$2.53M +$41.6K +84 +2%
HIC
1565
Hartline Investment Corp
Illinois
$2.53M +$145K +294 +6%
CNBT
1566
Canandaigua National Bank & Trust
New York
$2.53M -$1.03M -2,072 -29%
HA
1567
Harfst & Associates
Wyoming
$2.53M +$211K +426 +9%
HIS
1568
Horizon Investment Services
Indiana
$2.53M -$3.31M -6,685 -57%
BTWM
1569
Baker Tilly Wealth Management
Wisconsin
$2.52M -$121K -245 -5%
BIA
1570
Bigelow Investment Advisors
Maine
$2.51M -$162K -327 -6%
OIS
1571
Okabena Investment Services
Minnesota
$2.51M -$546K -1,104 -18%
CSA
1572
Cottage Street Advisors
Massachusetts
$2.5M -$57.9K -117 -2%
WCA
1573
Waypoint Capital Advisors
Minnesota
$2.5M +$10.4K +21 +0.4%
AF
1574
Apexium Financial
Texas
$2.5M +$15.8K +32 +0.6%
TAM
1575
Tealwood Asset Management
Minnesota
$2.49M +$26.2K +53 +1%