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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 %
EI
1876
Ellevest Inc
New York
$1.54M -$69.8K -141 -4%
RIA
1877
Regal Investment Advisors
Michigan
$1.53M -$137K -277 -8%
IIM
1878
Intact Investment Management
Quebec, Canada
$1.53M +$940K +1,900 +158%
FFA
1879
Florida Financial Advisors
Florida
$1.53M +$487K +984 +47%
AAM
1880
AR Asset Management
California
$1.53M
PCP
1881
Pacific Capital Partners
$1.52M
AFA
1882
Abacus FCF Advisors
Florida
$1.52M -$6.98M -14,106 -82%
LF
1883
Lee Financial
Texas
$1.52M -$31.7K -64 -2%
BOS
1884
Bank of Stockton
California
$1.52M +$60.4K +122 +4%
ECG
1885
Edge Capital Group
Georgia
$1.52M +$80.6K +163 +6%
WWS
1886
Wellington Wealth Strategies
Indiana
$1.51M -$677K -1,369 -31%
SQA
1887
Simon Quick Advisors
New Jersey
$1.51M +$105K +212 +7%
TIA
1888
Tiemann Investment Advisors
California
$1.51M +$12.4K +25 +0.8%
WC
1889
Westhampton Capital
North Carolina
$1.51M -$4.95K -10 -0.3%
YC
1890
Yarbrough Capital
Tennessee
$1.51M
JSW
1891
Journey Strategic Wealth
New Jersey
$1.5M +$204K +413 +16%
BIA
1892
Benchmark Investment Advisors
Illinois
$1.5M -$155K -313 -9%
FNBOH
1893
First National Bank of Hutchinson
Kansas
$1.5M +$182K +367 +14%
CCG
1894
Catalina Capital Group
California
$1.5M +$719K +1,454 +92%
CIG
1895
Cullen Investment Group
Louisiana
$1.5M +$77K +168 +5%
FCA
1896
FinTrust Capital Advisors
South Carolina
$1.49M +$21.3K +43 +1%
IFS
1897
Ifrah Financial Services
Arkansas
$1.49M -$135K -273 -8%
SACTSONJ
1898
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.48M
D
1899
Diversified
Delaware
$1.48M +$57.9K +117 +4%
WMP
1900
Wealth Management Partners
Arizona
$1.48M +$59.9K +121 +4%