UNH icon

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 %
CAG
1926
Crestwood Advisors Group
Massachusetts
$1.41M +$73.7K +149 +5%
KLCM
1927
KG&L Capital Management
Louisiana
$1.41M +$415K +839 +42%
KC
1928
Kingfisher Capital
North Carolina
$1.41M +$3.96K +8 +0.3%
CWP
1929
CFM Wealth Partners
Texas
$1.41M +$138K +278 +11%
WIC
1930
Wilkins Investment Counsel
Massachusetts
$1.41M +$1.41M +2,850 New
CIM
1931
CIM Investment Management
Pennsylvania
$1.4M
BIM
1932
Baldwin Investment Management
Pennsylvania
$1.4M +$15.8K +32 +1%
SP
1933
Stonebrook Private
Michigan
$1.4M +$3.46K +7 +0.2%
FFBTD
1934
First Financial Bank - Trust Division
Ohio
$1.4M -$44.5K -90 -3%
QWP
1935
Quotient Wealth Partners
Texas
$1.4M +$282K +571 +25%
ACM
1936
Absolute Capital Management
Pennsylvania
$1.39M +$1.98K +4 +0.1%
KPWG
1937
KFA Private Wealth Group
Virginia
$1.39M +$45.5K +92 +3%
CA
1938
Cambridge Advisors
Nebraska
$1.39M
APA
1939
Astoria Portfolio Advisors
New York
$1.39M +$102K +230 +8%
OM
1940
OV Management
Minnesota
$1.39M
LCM
1941
Leisure Capital Management
California
$1.38M -$61.8K -125 -4%
EFL
1942
ERn Financial LLC
Wisconsin
$1.38M +$12.4K +25 +0.9%
WPW
1943
Warther Private Wealth
Ohio
$1.37M -$4.35M -8,795 -76%
C
1944
Certuity
Florida
$1.37M +$43K +87 +3%
CIC
1945
Crawford Investment Counsel
Georgia
$1.37M +$90K +182 +7%
GS
1946
GTS Securities
New York
$1.37M -$3.97M -8,018 -74%
HGERS
1947
Householder Group Estate & Retirement Specialist
Arizona
$1.37M -$84.6K -171 -6%
EIP
1948
Ellis Investment Partners
Pennsylvania
$1.37M -$2.97K -6 -0.2%
CB
1949
Cadence Bank
Mississippi
$1.36M -$32.7K -66 -2%
WGCA
1950
Wolf Group Capital Advisors
Virginia
$1.36M