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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 %
CBT
2051
CoreFirst Bank & Trust
Kansas
$1.16M -$3.96K -8 -0.3%
PWP
2052
Phillips Wealth Planners
Mississippi
$1.16M +$29.5K +63 +3%
GWCM
2053
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$4.95K +10 +0.4%
ATWA
2054
Arbor Trust Wealth Advisors
Michigan
$1.15M +$63K +140 +6%
HB
2055
HTLF Bank
Colorado
$1.15M -$53.4K -108 -4%
ICM
2056
Islay Capital Management
Texas
$1.15M -$12.9K -26 -1%
FSA
2057
Franklin Street Advisors
North Carolina
$1.15M +$245K +495 +27%
CFO
2058
CVA Family Office
Colorado
$1.15M -$94K -190 -8%
SSWM
2059
Smith Salley Wealth Management
North Carolina
$1.15M -$379K -767 -25%
LAIC
2060
Lederer & Associates Investment Counsel
California
$1.14M +$55.4K +112 +5%
PIP
2061
Peachtree Investment Partners
Florida
$1.14M -$2.01M -4,056 -64%
UCI
2062
Uncommon Cents Investing
Wisconsin
$1.14M
AT
2063
Arvest Trust
Oklahoma
$1.14M -$59.4K -120 -5%
RWM
2064
RKL Wealth Management
Pennsylvania
$1.13M +$103K +208 +10%
PNC
2065
Park National Corp
Ohio
$1.13M +$7.42K +15 +0.7%
SC
2066
Saturna Capital
Washington
$1.13M -$109K -220 -9%
IIA
2067
ICW Investment Advisors
Arizona
$1.13M +$159K +322 +16%
CIAS
2068
CFS Investment Advisory Services
New Jersey
$1.13M -$240K -486 -18%
DDPIC
2069
Deroy & Devereaux Private Investment Counsel
Michigan
$1.13M
GWSG
2070
GPS Wealth Strategies Group
Colorado
$1.12M -$1.61M -3,251 -59%
CCA
2071
Catalyst Capital Advisors
New York
$1.12M +$32.7K +66 +3%
CG
2072
Corundum Group
Colorado
$1.12M -$146K -295 -12%
CRI
2073
Colonial River Investments
Virginia
$1.12M -$447K -904 -29%
SAM
2074
Sompo Asset Management
Japan
$1.12M -$74.2K -150 -6%
YDMI
2075
Y.D. More Investments
Israel
$1.11M +$89K +180 +9%