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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 %
SMA
1751
Sage Mountain Advisors
Georgia
$1.87M -$69.8K -141 -4%
LIA
1752
LS Investment Advisors
Michigan
$1.87M +$225K +454 +14%
LIG
1753
Lokken Investment Group
Delaware
$1.87M +$37.1K +75 +2%
CA
1754
Cornerstone Advisory
Maryland
$1.87M +$417K +844 +29%
ACP
1755
Aviance Capital Partners
Florida
$1.87M +$1.42M +2,870 +319%
MCI
1756
MRP Capital Investments
Georgia
$1.86M +$191K +387 +11%
DIP
1757
DT Investment Partners
Pennsylvania
$1.86M +$26.2K +53 +1%
RGF
1758
Retirement Guys Formula
Ohio
$1.86M +$874K +1,767 +89%
WH
1759
Willner & Heller
California
$1.85M +$1.98K +4 +0.1%
AWA
1760
Aaron Wealth Advisors
Illinois
$1.85M +$506K +1,022 +38%
ICM
1761
IMS Capital Management
Oregon
$1.85M +$43.5K +88 +2%
SI
1762
Scharf Investments
California
$1.84M +$111K +224 +6%
OC
1763
Oarsman Capital
Wisconsin
$1.84M -$243K -492 -12%
TA
1764
Townsend & Associates
Colorado
$1.84M -$41.8K -86 -2%
CGA
1765
Crescent Grove Advisors
Illinois
$1.83M +$495 +1 +0%
LSPW
1766
Lake Street Private Wealth
Illinois
$1.83M -$439K -887 -19%
BEI
1767
Benjamin Edwards Inc
Missouri
$1.82M +$415K +839 +29%
FCM
1768
Fortis Capital Management
Washington
$1.82M +$331K +669 +22%
FG
1769
Fiduciary Group
Georgia
$1.82M +$1.48K +3 +0.1%
HCCM
1770
Hudson Canyon Capital Management
New York
$1.82M
BWM
1771
BCGM Wealth Management
Indiana
$1.81M +$50.5K +102 +3%
KFI
1772
Key Financial Inc
Pennsylvania
$1.81M
VLC
1773
Van Leeuwen & Company
New Jersey
$1.8M -$1.47M -2,980 -45%
OC
1774
Oakworth Capital
Alabama
$1.8M -$4.45K -9 -0.2%
AIMA
1775
Ables Iannone Moore & Associates
Georgia
$1.8M +$565K +1,142 +46%