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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 %
ACA
1976
Atlas Capital Advisors
Wyoming
$1.31M
TBC
1977
Ted Buchan & Co
California
$1.31M +$468K +946 +56%
WLIM
1978
White Lighthouse Investment Management
Massachusetts
$1.3M -$4.95K -10 -0.4%
IP
1979
Investment Partners
Ohio
$1.3M +$3.46K +7 +0.3%
DCM
1980
DGS Capital Management
New Jersey
$1.3M -$51K -103 -4%
EFSCE
1981
Enterprise Financial Services Corp (EFSC)
Missouri
$1.3M -$166K -335 -11%
SCP
1982
Sivia Capital Partners
California
$1.3M -$77.7K -157 -6%
ACMA
1983
Arbor Capital Management (Alaska)
Alaska
$1.3M -$121K -244 -9%
TCM
1984
Tandem Capital Management
New Jersey
$1.29M +$5.44K +11 +0.4%
GWP
1985
Gen-Wealth Partners
Michigan
$1.29M +$1.29M +2,610 New
RL
1986
Rogco LP
Oklahoma
$1.29M -$395K -798 -23%
RFS
1987
Richardson Financial Services
Massachusetts
$1.29M +$122K +246 +10%
AA
1988
Alta Advisers
United Kingdom
$1.29M
GWA
1989
Gratus Wealth Advisors
Virginia
$1.28M +$104K +211 +9%
MFP
1990
Meridian Financial Partners
Virginia
$1.28M +$26.7K +57 +2%
MWPCG
1991
Measured Wealth Private Client Group
New Hampshire
$1.28M +$14.8K +30 +1%
ATC
1992
Adirondack Trust Company
New York
$1.28M -$23.7K -48 -2%
GWM
1993
Gitterman Wealth Management
New Jersey
$1.27M
EWM
1994
Evermay Wealth Management
Virginia
$1.27M -$26.7K -54 -2%
BBNA
1995
Bremer Bank National Association
Minnesota
$1.27M -$125K -252 -9%
CPIG
1996
Chicago Partners Investment Group
Illinois
$1.27M +$16K +33 +1%
NJIM
1997
Nabity-Jensen Investment Management
Nebraska
$1.26M +$23.7K +48 +2%
RCM
1998
Riverpark Capital Management
New York
$1.26M +$190K +384 +18%
BB
1999
Burford Brothers
Texas
$1.26M +$85.6K +173 +7%
GFG
2000
Greystone Financial Group
Michigan
$1.26M +$1.26M +2,543 New