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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 %
CIP
2126
Convergence Investment Partners
Florida
$1.04M -$207K -419 -17%
WCM
2127
Wallace Capital Management
Texas
$1.04M
THWM
2128
Taylor Hoffman Wealth Management
Virginia
$1.04M
HSA
2129
Hussman Strategic Advisors
Maryland
$1.04M +$1.04M +2,100 New
SC
2130
Savoie Capital
Illinois
$1.04M +$1.04M +2,100 New
LA
2131
LVW Advisors
New York
$1.04M +$37.1K +75 +4%
AA
2132
Argent Advisors
Louisiana
$1.04M +$95.5K +193 +10%
PAM
2133
Peak Asset Management
Colorado
$1.03M -$32.2K -65 -3%
SI
2134
Saxon Interests
Texas
$1.03M +$120K +243 +13%
BFS
2135
Bard Financial Services
Connecticut
$1.02M -$12.4K -25 -1%
BCP
2136
Berkeley Capital Partners
Georgia
$1.02M +$35.6K +72 +4%
IWP
2137
Invenio Wealth Partners
Florida
$1.02M -$169K -342 -14%
A
2138
AlphaQuest
New York
$1.02M +$388K +784 +62%
CA
2139
Crewe Advisors
Utah
$1.02M +$1.02M +2,052 New
PB
2140
Pinnacle Bancorp
Nebraska
$1.01M
CG
2141
Cynosure Group
Utah
$1.01M -$2.71M -5,475 -73%
CYG
2142
Clean Yield Group
Vermont
$1.01M
RCA
2143
Resonant Capital Advisors
Wisconsin
$1.01M +$172K +348 +21%
MIH
2144
Meitav Investment House
Israel
$1.01M +$787K +1,591 +351%
TYCC
2145
Texas Yale Capital Corp
Florida
$1.01M -$24.7K -50 -2%
WW
2146
Waterfront Wealth
Kansas
$1.01M +$40.1K +81 +4%
EWM
2147
Evergreen Wealth Management
Michigan
$1M
MSCM
2148
McElhenny Sheffield Capital Management
Texas
$996K +$2.97K +6 +0.3%
CC
2149
Cypress Capital
Tennessee
$993K -$74.2K -150 -7%
WFC
2150
Western Financial Corp
California
$992K -$267K -539 -21%