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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 %
ISFAN
2751
Investor's Fiduciary Advisor Network
Washington
$478K +$478K +946 New
CFO
2752
Collective Family Office
Pennsylvania
$478K -$7.08K -14 -1%
DA
2753
Drake & Associates
Wisconsin
$477K
MCA
2754
MSH Capital Advisors
Arizona
$476K -$33.9K -67 -7%
EBA
2755
Eagle Bay Advisors
New York
$476K -$76.9K -152 -14%
SPI
2756
Sutton Place Investors
New York
$475K +$23.3K +46 +5%
BPC
2757
Bryce Point Capital
New York
$475K +$475K +939 New
SWA
2758
Strata Wealth Advisors
Texas
$474K -$29.3K -58 -6%
SAM
2759
Seelaus Asset Management
New Jersey
$474K
PWW
2760
Pettyjohn Wood & White
Virginia
$474K -$7.08K -14 -1%
MC
2761
Matisse Capital
Oregon
$470K
RWI
2762
Red Wave Investments
Pennsylvania
$470K -$1.01K -2 -0.2%
CIS
2763
Custom Index Systems
New York
$470K +$22.8K +45 +5%
GLA
2764
Good Life Advisors
Pennsylvania
$470K -$312K -617 -40%
KFC
2765
Klingenstein Fields & Co
New York
$469K +$1.52K +3 +0.3%
ODIJL
2766
One Day In July LLC
Vermont
$469K +$47.6K +94 +11%
EBSAM
2767
Eubel Brady & Suttman Asset Management
Ohio
$468K
NECFA
2768
New England Capital Financial Advisors
Connecticut
$465K +$506 +1 +0.1%
BC
2769
Barrett & Company
Rhode Island
$465K
MCC
2770
Malaga Cove Capital
California
$462K +$151K +299 +49%
AWA
2771
Aletheian Wealth Advisors
Washington
$462K -$6.58K -13 -1%
VAF
2772
Values Added Financial
District of Columbia
$462K -$41.5K -82 -8%
EWA
2773
Etesian Wealth Advisors
Oregon
$462K
JWM
2774
JGP Wealth Management
Oregon
$461K +$35.9K +71 +8%
RFA
2775
Reyes Financial Architecture
California
$460K +$460K +909 New