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UnitedHealth

3,632 hedge funds and large institutions have $413B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,371 increasing their positions, 1,481 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,632
Holders Change
+194
Holders Change %
+5.64%
% of All Funds
48.34%
Holding in Top 10
198
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.74%
% of All Funds
2.64%
New
450
Increased
1,371
Reduced
1,481
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
2651
Navalign LLC
California
$547K +$2.02K +4 +0.4%
PHAM
2652
Palisades Hudson Asset Management
Florida
$546K
SAF
2653
Smith Anglin Financial
Texas
$545K -$71.3K -141 -12%
DFP
2654
Defined Financial Planning
California
$544K +$544K +1,076 New
IIM
2655
Ipswich Investment Management
Massachusetts
$542K -$6.07K -12 -1%
AF
2656
Atala Financial
California
$542K +$542K +1,072 New
SRC
2657
Sage Rhino Capital
California
$542K -$17.7K -35 -3%
SNBOSD
2658
Security National Bank of So Dak
Iowa
$542K +$71.3K +141 +15%
CVM
2659
Cheviot Value Management
California
$541K +$59.7K +118 +12%
BOM
2660
Bank of Marin
California
$541K +$119K +236 +28%
BOH
2661
Bank of Hawaii
Hawaii
$539K -$1.62M -3,198 -75%
BFA
2662
Benedict Financial Advisors
Georgia
$539K +$4.55K +9 +0.9%
GA
2663
Guerra Advisors
Florida
$537K +$537K +1,062 New
CCC
2664
Compass Capital Corp
Massachusetts
$535K +$535K +1,050 New
AFW
2665
Avantra Family Wealth
Pennsylvania
$535K +$535K +1,058 New
SFB
2666
STAR Financial Bank
Indiana
$535K -$212K -420 -28%
GSIAS
2667
Garden State Investment Advisory Services
New Jersey
$534K -$43.2K -85 -7%
DWG
2668
Darden Wealth Group
Michigan
$533K
BP
2669
BBR Partners
New York
$533K +$280K +554 +111%
KB
2670
Kimelman & Baird
New York
$533K
RWP
2671
Ridgecrest Wealth Partners
California
$532K
SCA
2672
Sandy Cove Advisors
Massachusetts
$532K +$33.4K +66 +7%
HNWAG
2673
High Net Worth Advisory Group
Florida
$530K -$101K -200 -16%
AIM
2674
Avity Investment Management
Connecticut
$530K
SAM
2675
SignalPoint Asset Management
Missouri
$530K +$7.08K +14 +1%