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UnitedHealth

3,630 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, 1,480 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,630
Holders Change
+193
Holders Change %
+5.62%
% 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
1,480
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
3551
Northwest Capital Management
Oregon
$31.4K
HC
3552
Hurley Capital
New York
$31.3K +$31.3K +55 New
SCA
3553
Stuart Chaussee & Associates
California
$30.9K
OLVIG
3554
Oliver Lagore Vanvalin Investment Group
Michigan
$30.4K -$7.08K -14 -19%
MIM
3555
Marshall Investment Management
Colorado
$30.2K +$30.2K +51 New
AA
3556
AlphaMark Advisors
Kentucky
$30K +$30K +60 New
ACM
3557
Aster Capital Management
United Arab Emirates
$29.8K +$29.8K +59 New
BGA
3558
Battery Global Advisors
Massachusetts
$29.2K +$503 +1 +2%
LFASL
3559
Lugano Financial Advisors SA (LFA)
Switzerland
$28.8K
DMKJ
3560
David M. Knott Jr
$28.8K
WFA
3561
West Financial Advisors
Iowa
$27.8K
CFS
3562
CGC Financial Services
Oregon
$27.8K
PK
3563
Pflug Koory
Nebraska
$26.3K
MSWA
3564
Marshall & Sterling Wealth Advisors
New York
$25.9K +$25.9K +52 New
LFA
3565
Legend Financial Advisors
Pennsylvania
$25.8K
OBWP
3566
O'Brien Wealth Partners
Massachusetts
$25.3K
NC
3567
NewSquare Capital
Pennsylvania
$25.3K +$25.3K +50 New
KSWA
3568
Kathleen S. Wright Associates
Pennsylvania
$23.8K
PFT
3569
Providence First Trust
Arizona
$23.8K +$23.8K +47 New
LAM
3570
Lummis Asset Management
Texas
$23.3K
RF
3571
Robbins Farley
New Hampshire
$20.2K
PIS
3572
POM Investment Strategies
North Carolina
$20.2K +$8.09K +16 +67%
KTC
3573
Kentucky Trust Company
Kentucky
$19.7K +$19.7K +39 New
FW
3574
Fairway Wealth
Ohio
$17.7K +$17.7K +35 New
IA
3575
IFS Advisors
Kansas
$17K