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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 %
CA
1801
Continuum Advisory
Idaho
$1.72M -$477K -940 -22%
PF
1802
Prosperitas Financial
California
$1.72M +$145K +293 +9%
HCM
1803
HMS Capital Management
Tennessee
$1.71M -$106K -215 -6%
PBT
1804
Pictet Bank & Trust
Bahamas
$1.71M -$225K -455 -12%
EFA
1805
Evernest Financial Advisors
Indiana
$1.7M -$60.1K -120 -3%
SWMG
1806
Signature Wealth Management Group
Georgia
$1.7M +$195K +389 +13%
CCG
1807
Ceeto Capital Group
Florida
$1.7M +$49.5K +100 +3%
ICG
1808
InterOcean Capital Group
Tennessee
$1.69M -$732K -1,479 -30%
SIC
1809
Sterling Investment Counsel
New York
$1.69M +$138K +279 +9%
SFO
1810
Stokes Family Office
Louisiana
$1.69M +$362K +731 +27%
DA
1811
Doliver Advisors
Texas
$1.69M -$196K -397 -10%
FG
1812
Foster Group
Iowa
$1.68M +$26.2K +53 +2%
TFIPS
1813
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.68M -$217K -438 -11%
AIA
1814
Alera Investment Advisors
Illinois
$1.68M +$22.8K +46 +1%
AO
1815
Advisor OS
Illinois
$1.68M -$997K -2,016 -37%
BCM
1816
BlueCrest Capital Management
Jersey
$1.68M -$3.53M -7,141 -68%
FMWA
1817
Forvis Mazars Wealth Advisors
Missouri
$1.67M +$137K +277 +9%
AWA
1818
Alta Wealth Advisors
Massachusetts
$1.67M -$6.43K -13 -0.4%
CIAS
1819
Capital Investment Advisory Services
North Carolina
$1.67M -$122K -247 -7%
HAIM
1820
Hunter Associates Investment Management
Pennsylvania
$1.67M
NL
1821
NWAM LLC
Washington
$1.67M -$85K -170 -5%
OQS
1822
Occudo Quantitative Strategies
Florida
$1.66M +$1.66M +3,362 New
IAS
1823
Investment Advisory Services
Texas
$1.66M +$34.6K +70 +2%
OWA
1824
One Wealth Advisors
California
$1.66M +$586K +1,185 +55%
MCC
1825
Money Concepts Capital
Florida
$1.66M +$31.7K +64 +2%