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UnitedHealth

3,631 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
3,631
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 %
GIS
3526
Grayhawk Investment Strategies
Alberta, Canada
$47.6K
CSC
3527
Cove Street Capital
California
$45.5K
GG
3528
Gleason Group
Kentucky
$45.3K -$34.8K -69 -43%
W
3529
WealthCollab
Washington
$45K -$31.9K -63 -41%
IMC
3530
Investment Management Corporation
Virginia
$44.4K +$44.4K +88 New
LIS
3531
Legacy Investment Solutions
Idaho
$44.3K -$5.27K -10 -11%
LWMI
3532
Legacy Wealth Management (Idaho)
Idaho
$44.3K -$5.27K -10 -11%
RWM
3533
Ruedi Wealth Management
Illinois
$44.3K
HHGA
3534
Halbert Hargrove Global Advisors
California
$43.5K -$254K -502 -85%
CWM
3535
Copia Wealth Management
Oregon
$42K +$42K +83 New
CIR
3536
Clear Investment Research
Georgia
$41.9K +$3.07K +6 +8%
KI
3537
Kapitalo Investimentos
Brazil
$41K +$41K +81 New
PFA
3538
Pillar Financial Advisors
Kentucky
$40.5K +$40.5K +80 New
TCG
3539
Transcendent Capital Group
Oklahoma
$40K
EA
3540
Evolution Advisers
Virginia
$38K
FDCP
3541
Foster Dykema Cabot & Partners
Massachusetts
$37.4K -$200K -395 -84%
CWM
3542
Cranbrook Wealth Management
Michigan
$36.9K
CWM
3543
CarsonAllaria Wealth Management
Illinois
$36.6K +$508 +1 +1%
SR
3544
Syntax Research
Florida
$35.9K
GWSA
3545
Global Wealth Strategies & Associates
Colorado
$35.4K +$8.6K +17 +32%
XC
3546
XY Capital
Hong Kong
$35.4K +$35.4K +70 New
TAM
3547
Tucker Asset Management
Colorado
$34.9K +$1.52K +3 +5%
CMA
3548
Cedar Mountain Advisors
Oregon
$34.5K -$4.56K -9 -12%
GJIA
3549
Glass Jacobson Investment Advisors
Maryland
$34.4K -$13.2K -26 -28%
SRCM
3550
Signature Resources Capital Management
California
$31.9K