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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 %
LWCFA
1701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.03M -$25.1K -51 -1%
VF
1702
Vista Finance
Missouri
$2.03M +$1.07M +2,165 +112%
AA
1703
Advisory Alpha
Michigan
$2.03M +$368K +743 +22%
RWP
1704
Revolve Wealth Partners
New Jersey
$2.02M -$25.7K -52 -1%
UCB
1705
United Community Bank
South Carolina
$2.02M +$723K +1,432 +56%
T
1706
TOBAM
France
$2.02M +$36.1K +73 +2%
RIM
1707
Redwood Investment Management
Arizona
$2.01M -$421K -851 -17%
IFU
1708
iSAM Funds (UK)
United Kingdom
$2M +$2M +4,051 New
VIM
1709
Vista Investment Management
Pennsylvania
$2M +$200K +405 +11%
PA
1710
Paralel Advisors
Colorado
$2M
SC
1711
Sierra Capital
Florida
$2M +$170K +343 +9%
KP
1712
Keel Point
Alabama
$2M +$16.3K +33 +0.8%
EFMC
1713
Empire Financial Management Company
New York
$2M +$442K +894 +28%
AIM
1714
AHL Investment Management
Florida
$2M -$2.47K -5 -0.1%
CNFG
1715
Creegan & Nassoura Financial Group
New Hampshire
$2M
PCA
1716
Prosperity Capital Advisors
Ohio
$1.98M +$1.01M +2,038 +104%
VFM
1717
Viking Fund Management
North Dakota
$1.98M
WP
1718
Waycross Partners
Kentucky
$1.98M
EFG
1719
Everhart Financial Group
Ohio
$1.98M +$93.5K +189 +5%
IAS
1720
IMA Advisory Services
Colorado
$1.98M -$254K -514 -11%
PCG
1721
Prosperity Consulting Group
Maryland
$1.97M -$148K -299 -7%
PWM
1722
Palumbo Wealth Management
New York
$1.97M +$399K +806 +25%
AWM
1723
Aries Wealth Management
Maine
$1.97M -$4.95K -10 -0.3%
WAAG
1724
Wealth Alliance Advisory Group
Kansas
$1.96M +$384K +777 +24%
NL
1725
NVWM LLC
Pennsylvania
$1.96M -$31.2K -63 -2%