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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 %
CBNLCF
2376
Cognios Beta Neutral Large Cap Fund
Kansas
$664K -$2.97K -6 -0.4%
WFAG
2377
Worth Financial Advisory Group
North Carolina
$663K +$3.46K +7 +0.5%
KJHP
2378
K.J. Harrison & Partners
Ontario, Canada
$663K -$4.11M -8,312 -86%
EA
2379
Emerald Advisers
Pennsylvania
$663K -$252K -510 -28%
VC
2380
Veracity Capital
Georgia
$660K +$9.89K +20 +2%
VCM
2381
Virtue Capital Management
Tennessee
$660K +$660K +1,497 New
HFS
2382
Heritage Financial Services
Massachusetts
$659K +$2.97K +6 +0.5%
FWTB
2383
First Western Trust Bank
Colorado
$657K -$26.2K -53 -4%
EBA
2384
Eagle Bay Advisors
New York
$657K -$49.5K -100 -7%
CPC
2385
Congress Park Capital
New York
$655K
G
2386
GenTrust
Florida
$653K +$83.6K +169 +15%
FMP
2387
Financial Management Professionals
Texas
$653K -$10.4K -21 -2%
LAM
2388
Lewis Asset Management
California
$652K -$152K -308 -19%
SC
2389
SRB Corp
Massachusetts
$652K +$184K +372 +39%
MAM
2390
Marquette Asset Management
Minnesota
$652K -$6.43K -13 -1%
EWS
2391
Eagle Wealth Strategies
New Jersey
$651K -$19.1K -39 -3%
GLA
2392
Good Life Advisors
Pennsylvania
$648K -$161K -326 -20%
KDA
2393
Kraft Davis & Associates
Missouri
$648K +$370K +723 +133%
RCM
2394
Raleigh Capital Management
North Carolina
$646K +$166K +335 +34%
BBA
2395
Braun-Bostich & Associates
Pennsylvania
$643K -$214K -432 -25%
NRI
2396
NFP Retirement Inc
California
$643K +$9.41K +19 +1%
NPFS
2397
Novak & Powell Financial Services
Florida
$642K +$1.98K +4 +0.3%
SI
2398
Seeds Investor
New York
$642K +$99.9K +202 +18%
AFG
2399
Altiora Financial Group
Ohio
$641K
FH
2400
FWG Holdings
Florida
$640K -$8.62K -17 -1%