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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 %
PSP
2276
Principal Street Partners
Tennessee
$801K +$73.6K +144 +10%
FAG
2277
Fortitude Advisory Group
Washington
$801K -$116K -234 -13%
BAAM
2278
Baker Avenue Asset Management
California
$799K -$1.36M -2,750 -63%
DFG
2279
Delta Financial Group
New Jersey
$798K +$7.92K +16 +1%
CIA
2280
Cape Investment Advisory
Georgia
$798K -$5.94K -12 -0.7%
WB
2281
Webster Bank
Connecticut
$796K +$209K +423 +36%
FPCP
2282
Fort Point Capital Partners
California
$795K -$2.47K -5 -0.3%
SPL
2283
Smart Portfolios LLC
Washington
$793K +$19.8K +40 +3%
TGAM
2284
TBH Global Asset Management
Tennessee
$792K +$6.43K +13 +0.8%
MUAMU
2285
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$792K -$1.73M -3,500 -69%
FTC
2286
Farmers Trust Company
Ohio
$788K -$2.6M -5,255 -77%
JCM
2287
Jacobsen Capital Management
Utah
$788K -$9.4K -19 -1%
SL
2288
Salomon & Ludwin
Virginia
$787K +$80.7K +164 +11%
CSB
2289
City State Bank
Iowa
$782K +$4.95K +10 +0.6%
CFO
2290
Collective Family Office
Pennsylvania
$780K +$32.2K +65 +4%
NA
2291
Navellier & Associates
Nevada
$778K -$385K -778 -33%
AGWCA
2292
Annis Gardner Whiting Capital Advisors
Florida
$777K +$289K +585 +59%
SWA
2293
SFMG Wealth Advisors
Texas
$777K +$52.9K +107 +7%
IP
2294
Ignite Planners
California
$776K -$131K -267 -14%
SC
2295
Steph & Co
Wisconsin
$776K -$69.3K -140 -8%
BC
2296
Bowman & Company
Wisconsin
$776K +$7.45K +15 +1%
MM
2297
MQS Management
New York
$776K -$3.46K -7 -0.4%
AIA
2298
Angeles Investment Advisors
California
$773K +$102K +206 +15%
FSC
2299
Full Sail Capital
Oklahoma
$772K -$31.7K -64 -4%
CG
2300
Clarus Group
Texas
$772K +$33.1K +67 +4%