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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 %
HIC
1626
Harvey Investment Company
Kentucky
$2.33M +$34.6K +70 +2%
CASB
1627
Cape Ann Savings Bank
Massachusetts
$2.32M -$43.5K -88 -2%
JFA
1628
JNBA Financial Advisors
Minnesota
$2.31M -$131K -265 -5%
BWG
1629
Boomfish Wealth Group
Georgia
$2.31M +$210K +424 +10%
RA
1630
RFG Advisory
Alabama
$2.3M -$936K -1,892 -29%
VT
1631
Vise Technologies
New York
$2.3M -$1.15M -2,332 -33%
LSA
1632
L & S Advisors
California
$2.3M -$745K -1,506 -24%
AW
1633
Alaethes Wealth
Nevada
$2.3M -$64.3K -130 -3%
FAIM
1634
Financial Advocates Investment Management
Washington
$2.29M -$115K -232 -5%
OAM
1635
Oak Asset Management
California
$2.28M +$9.4K +19 +0.4%
WCM
1636
Whitener Capital Management
North Carolina
$2.28M +$420K +850 +23%
FCG
1637
Fielder Capital Group
Tennessee
$2.28M +$585K +1,183 +35%
GJWM
1638
Gilliland Jeter Wealth Management
Arkansas
$2.28M +$306K +619 +16%
RCM
1639
Radnor Capital Management
Pennsylvania
$2.27M
AFS
1640
Aft Forsyth & Sober
Florida
$2.26M
GI
1641
GAMCO Investors
Connecticut
$2.26M -$8.63M -17,448 -79%
SWM
1642
SilverOak Wealth Management
Minnesota
$2.25M -$93.5K -189 -4%
CAM
1643
Cidel Asset Management
Ontario, Canada
$2.25M +$64.3K +130 +3%
WAM
1644
Wolverine Asset Management
Illinois
$2.24M +$2.24M +4,536 New
DCM
1645
Davidson Capital Management
Texas
$2.24M +$39.1K +79 +2%
SW
1646
SteelPeak Wealth
California
$2.24M -$3.17M -6,410 -59%
BWM
1647
BigSur Wealth Management
Florida
$2.24M +$697K +1,408 +45%
FMLI
1648
Fukoku Mutual Life Insurance
Japan
$2.24M -$102K -206 -4%
CP
1649
Canopy Partners
Ohio
$2.23M +$195K +395 +10%
AC
1650
AXQ Capital
New Jersey
$2.23M +$1.98M +4,000 +800%