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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 %
SWM
2251
Sendero Wealth Management
Texas
$830K -$440K -890 -35%
GAM
2252
Gould Asset Management
California
$828K
TCB
2253
Texas Capital Bancshares
Texas
$827K -$11.9K -24 -1%
GLLW
2254
Graves Light Lenhart Wealth
Virginia
$823K -$6.43K -13 -0.8%
CNB
2255
Camden National Bank
Maine
$822K -$11.4K -23 -1%
GF
2256
Gries Financial
Ohio
$822K +$822K +1,661 New
AFP
2257
Ausdal Financial Partners
Iowa
$821K -$14.8K -30 -2%
CD
2258
Chapin Davis
Maryland
$819K +$4.95K +10 +0.6%
CGIM
2259
Capital Group Investment Management
Singapore
$819K -$3.55M -7,170 -81%
OBWG
2260
Onyx Bridge Wealth Group
New York
$818K -$91.6K -185 -10%
SPW
2261
Sonoma Private Wealth
California
$818K +$57.4K +116 +8%
MCCA
2262
Mill Creek Capital Advisors
Pennsylvania
$817K -$76.7K -155 -9%
PWM
2263
Proathlete Wealth Management
Florida
$816K -$11.4K -23 -1%
FAT
2264
First American Trust
California
$816K -$123K -249 -13%
SWP
2265
Summit Wealth Partners
Florida
$815K -$2.97K -6 -0.4%
SFG
2266
Sather Financial Group
Texas
$814K +$12.9K +26 +2%
CFO
2267
Callan Family Office
Pennsylvania
$813K +$365K +737 +81%
EC
2268
EdgeRock Capital
Colorado
$812K +$36.1K +73 +5%
SMA
2269
Seven Mile Advisory
New Jersey
$809K -$10.9K -22 -1%
SRSA
2270
S.R. Schill & Associates
Washington
$807K -$760K -1,537 -49%
FPWM
2271
FSB Premier Wealth Management
Iowa
$806K +$11.4K +23 +1%
HBCM
2272
Heron Bay Capital Management
Michigan
$806K -$3.96K -8 -0.5%
GTAM
2273
Global Trust Asset Management
Florida
$805K -$66.8K -135 -8%
FNBSF
2274
First National Bank Sioux Falls
South Dakota
$804K
MC
2275
Machina Capital
France
$802K +$41.1K +83 +5%