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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 %
KIC
1951
Kensington Investment Counsel
California
$1.36M -$5.44K -11 -0.4%
OCM
1952
One Capital Management
California
$1.36M -$154K -311 -10%
LTAS
1953
Linden Thomas Advisory Services
North Carolina
$1.35M +$257K +520 +23%
PIA
1954
Perennial Investment Advisors
California
$1.35M +$31.2K +63 +2%
PG
1955
Prostatis Group
Maryland
$1.35M +$908K +1,844 +206%
NB
1956
Nicolet Bankshares
Wisconsin
$1.34M +$76.7K +155 +6%
RTC
1957
Riverview Trust Company
Washington
$1.34M +$42.1K +85 +3%
SPWG
1958
Syntegra Private Wealth Group
Missouri
$1.34M +$10.9K +22 +0.8%
ESB
1959
Essex Savings Bank
Connecticut
$1.34M
LCM
1960
LVM Capital Management
Michigan
$1.34M -$80.1K -162 -6%
IGWM
1961
ICA Group Wealth Management
Colorado
$1.33M +$195K +394 +17%
GPA
1962
Garrison Point Advisors
California
$1.33M
KA
1963
Kozak & Associates
Colorado
$1.33M +$5.21K +10 +0.4%
CIM
1964
Caldwell Investment Management
Ontario, Canada
$1.33M
AR
1965
Apeiron RIA
Texas
$1.33M +$6.43K +13 +0.5%
FCB
1966
First County Bank
Connecticut
$1.33M -$203K -411 -13%
AC
1967
ASB Consultores
Florida
$1.33M +$926K +1,872 +231%
WBCM
1968
Wilson & Boucher Capital Management
California
$1.33M +$44.5K +90 +3%
BWP
1969
Baldwin Wealth Partners
Massachusetts
$1.32M -$62.3K -126 -4%
HP
1970
Hilltop Partners
Indiana
$1.32M +$864K +1,747 +189%
DSA
1971
Droms Strauss Advisors
Missouri
$1.32M -$2.47K -5 -0.2%
TRIA
1972
Trail Ridge Investment Advisors
Colorado
$1.32M -$91K -184 -6%
S
1973
Sunpointe
Missouri
$1.32M +$54.4K +110 +4%
FW
1974
FirstPurpose Wealth
Utah
$1.32M +$4.95K +11 +0.4%
TF
1975
TLWM Financial
Texas
$1.31M -$18.8K -38 -1%