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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 %
HA
2876
Harfst & Associates
Wyoming
$409K -$2.14M -4,235 -84%
EPP
2877
ETF Portfolio Partners
Kansas
$409K
AIA
2878
Accelerate Investment Advisors
California
$409K +$162K +321 +66%
EA
2879
Everpar Advisors
Oklahoma
$409K -$257K -509 -39%
HOWA
2880
Heritage Oak Wealth Advisors
Florida
$409K -$131K -259 -24%
RMC
2881
Ring Mountain Capital
California
$408K +$408K +807 New
BSB
2882
Bangor Savings Bank
Maine
$407K +$28.3K +56 +7%
JWA
2883
JFS Wealth Advisors
Pennsylvania
$405K -$1.37M -2,698 -77%
VAMG
2884
Voisard Asset Management Group
Michigan
$405K +$1.52K +3 +0.4%
WWA
2885
Wisconsin Wealth Advisors
Wisconsin
$405K +$405K +800 New
SAM
2886
Strive Asset Management
Ohio
$404K +$404K +799 New
CF
2887
Claris Financial
Virginia
$404K +$404K +798 New
EFG
2888
Elm3 Financial Group
Georgia
$403K +$403K +797 New
TFF
2889
The Family Firm
Maryland
$402K +$1.01K +2 +0.3%
PSFG
2890
Park Square Financial Group
Georgia
$402K +$402K +795 New
CP
2891
Castleview Partners
Texas
$401K -$187K -370 -32%
BF
2892
Brogan Financial
Tennessee
$401K +$26.8K +53 +7%
FA
2893
Forefront Analytics
Pennsylvania
$400K +$27.5K +54 +7%
SCA
2894
STALEY CAPITAL ADVISERS
Pennsylvania
$400K
TI
2895
Truepoint Inc
Ohio
$399K -$148K -293 -27%
WDA
2896
Wendell David Associates
New Hampshire
$398K
MFF
2897
Michels Family Financial
Texas
$398K +$398K +786 New
GIM
2898
Grassi Investment Management
California
$397K
KC
2899
Kinloch Capital
Virginia
$396K
IFA
2900
Index Fund Advisors
California
$395K +$42.5K +84 +12%