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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 %
CNBOF
3301
City National Bank of Florida
Florida
$237K +$237K +469 New
PCMF
3302
Private Capital Management (Florida)
Florida
$237K +$506 +1 +0.2%
RC
3303
Rareview Capital
Nevada
$237K
AA
3304
Acorns Advisers
California
$237K +$56.7K +112 +31%
EFG
3305
Embree Financial Group
Illinois
$237K -$2.02K -4 -0.8%
CFG
3306
Cosner Financial Group
Colorado
$236K +$1.01K +2 +0.4%
MLA
3307
MB, Levis & Associates
Pennsylvania
$236K -$10.1K -20 -4%
BBW
3308
Blue Barn Wealth
Utah
$236K -$80.9K -160 -26%
GKFF
3309
George Kaiser Family Foundation
Oklahoma
$236K +$236K +467 New
PGCM
3310
Prescott Group Capital Management
Oklahoma
$236K +$236K +467 New
PPH
3311
Pure Portfolios Holdings
Oregon
$236K +$11.6K +23 +5%
FFO
3312
Fortitude Family Office
Arizona
$236K +$3.54K +7 +2%
BFP
3313
Briaud Financial Planning
Texas
$235K
IWN
3314
Independent Wealth Network
Iowa
$235K +$51.1K +101 +28%
CIAS
3315
CBIZ Investment Advisory Services
Ohio
$234K +$506 +1 +0.2%
HIMS
3316
Hager Investment Management Services
New Hampshire
$234K +$234K +462 New
CL
3317
CVFG LLC
Indiana
$233K +$233K +461 New
PIN
3318
Prudent Investors Network
California
$233K -$344K -681 -60%
PFC
3319
Phocas Financial Corp
California
$233K
BCM
3320
Brown Capital Management
Maryland
$232K -$125K -247 -35%
LWM
3321
LJI Wealth Management
Indiana
$232K +$232K +458 New
MWM
3322
Massachusetts Wealth Management
Massachusetts
$231K
GCM
3323
Gallacher Capital Management
Colorado
$231K -$6.58K -13 -3%
EF
3324
Exeter Financial
Arizona
$231K +$506 +1 +0.2%
AA
3325
Addison Advisors
Vermont
$230K -$12.6K -25 -5%