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UnitedHealth
UNH

Overview Fund Activity

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

Top Buyers

1
Amundi
Amundi
France
$3.18B
2
UBS AM
UBS AM
Illinois
$4.35B
3
Viking Global Investors
Viking Global Investors
Connecticut
$961M
4
Goldman Sachs
Goldman Sachs
New York
$3.53B
5
Marshall Wace
Marshall Wace
United Kingdom
$989M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.9B
2
DZ Bank
DZ Bank
Germany
$648M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$10.8B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2B
5
Tiger Global Management
Tiger Global Management
New York
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
3601
SRH Advisors
Kansas
$9.11K – – –
CJH
3602
Christopher J. Hasenberg
Wisconsin
$8.6K – – –
FGC
3603
Financial Gravity Companies
Texas
$8.6K +$8.09K +16 +1,600%
FWA
3604
Flagship Wealth Advisors
Massachusetts
$8.6K +$8.6K +17 New
FWM
3605
FLP Wealth Management
Arkansas
$8.52K +$8.52K +17 New
CMBA
3606
C.M. Bidwell & Associates
Hawaii
$8.09K -$4.05K -8 -33%
HFS
3607
HBC Financial Services
Washington
$8K – – –
DMIC
3608
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.59K +$7.59K +15 New
RJA
3609
Ross\Johnson & Associates
Minnesota
$6.07K +$6.07K +12 New
MAS
3610
MPWM Advisory Solutions
Georgia
$6.07K +$6.07K +12 New
CI
3611
Clal Insurance
Israel
$6K +$6K +12 New
NS
3612
NBC Securities
Alabama
$5.75K -$6.06M -11,595 -100%
PWM
3613
Parkworth Wealth Management
California
$5.56K +$5.56K +11 New
BCPWM
3614
Bradley & Co Private Wealth Management
Florida
$5.06K +$5.06K +10 New
MHIP
3615
Mountain Hill Investment Partners
New Jersey
$5.06K +$5.06K +10 New
SIS
3616
Strategic Investment Solutions
Illinois
$5.06K +$5.06K +10 New
PPWM
3617
PFG Private Wealth Management
Florida
$4.55K -$1.01K -2 -18%
TCM
3618
Tributary Capital Management
Nebraska
$4.55K – – –
BFS
3619
Burkett Financial Services
South Carolina
$4.55K – – –
PP
3620
Pacifica Partners
Canada
$4.54K – – –
GIM
3621
Gold Investment Management
Alberta, Canada
$4.05K – – –
CWA
3622
Carolina Wealth Advisors
South Carolina
$4.05K – – –
IRC
3623
Investors Research Corp
Georgia
$3.54K +$3.54K +7 New
BC
3624
Bayforest Capital
United Kingdom
$3.54K +$3.54K +7 New
CWM
3625
Cedar Wealth Management
California
$3.04K – – –
143 144
145
146 147