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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 %
PCM
2676
Perritt Capital Management
Illinois
$529K +$4.56K +9 +0.9%
AGP
2677
Aspire Growth Partners
Florida
$529K +$529K +1,046 New
AIM
2678
Alhambra Investment Management
Florida
$528K
OPCM
2679
Osborne Partners Capital Management
California
$526K -$31.4K -62 -6%
UL
2680
Unionview LLC
Washington
$525K +$506 +1 +0.1%
DI
2681
Diligent Investors
California
$524K +$254K +501 +94%
HFP
2682
Holistic Financial Partners
Indiana
$524K +$75.4K +149 +17%
EFP
2683
Elser Financial Planning
Indiana
$524K +$524K +1,035 New
MSCM
2684
McElhenny Sheffield Capital Management
Texas
$523K
WRPWM
2685
Werba Rubin Papier Wealth Management
California
$522K -$55.2K -109 -10%
SIM
2686
Sims Investment Management
Ohio
$522K +$522K +1,032 New
DMBA
2687
Deseret Mutual Benefit Administrators
Utah
$521K +$13.7K +27 +3%
SF
2688
SWP Financial
California
$519K
PBO
2689
Peoples Bank (Ohio)
Ohio
$518K -$165K -326 -24%
AIA
2690
Angeles Investment Advisors
California
$515K -$68.3K -135 -12%
SPA
2691
Sherbrooke Park Advisers
New York
$515K +$515K +1,019 New
FIM
2692
Fernwood Investment Management
Massachusetts
$515K -$33.4K -66 -6%
LRWM
2693
Lord & Richards Wealth Management
Colorado
$515K +$515K +1,018 New
CCAM
2694
Codex Capital Asset Management
Texas
$514K -$874K -1,700 -63%
MCM
2695
Mendel Capital Management
Arkansas
$514K -$67.8K -134 -12%
IIA
2696
Integral Investment Advisors
California
$513K +$17.2K +34 +3%
OFG
2697
Oxford Financial Group
Indiana
$513K -$126K -250 -20%
WFL
2698
Wealth Forward LLC
North Dakota
$512K -$129K -255 -20%
MWS
2699
MFA Wealth Services
California
$512K +$512K +1,011 New
DCM
2700
Dimension Capital Management
Florida
$511K +$2.02K +4 +0.4%