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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 %
CCIA
3701
Campbell & Co Investment Adviser
Maryland
-$415K -710 Closed
ZIMP
3702
Zimmermann Investment Management & Planning
Pennsylvania
-$390K -667 Closed
CFG
3703
Carr Financial Group
Massachusetts
-$357K -610 Closed
WPW
3704
Warther Private Wealth
Ohio
-$348K -596 Closed
OA
3705
Oxbow Advisors
Texas
-$343K -587 Closed
PGIM
3706
Pacific Global Investment Management
California
-$327K -560 Closed
SA
3707
Skyline Advisors
Washington
-$326K -557 Closed
ACM
3708
Avalon Capital Management
California
-$324K -554 Closed
Jacobs Levy Equity Management
3709
Jacobs Levy Equity Management
New Jersey
-$319K -545 Closed
ITFISA
3710
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$313K -535 Closed
IAIM
3711
Industrial Alliance Investment Management
Quebec, Canada
-$310K -531 Closed
ARC
3712
Advisor Resource Council
Texas
-$308K -527 Closed
NC
3713
NovaPoint Capital
Georgia
-$301K -514 Closed
BAM
3714
Bosun Asset Management
Illinois
-$294K -503 Closed
WP
3715
WealthPLAN Partners
Nebraska
-$292K -499 Closed
WC
3716
Weil Company
California
-$289K -495 Closed
FPGK
3717
Financial Partners Group (Kansas)
Kansas
-$286K -489 Closed
CCB
3718
Cutter & Co Brokerage
Missouri
-$282K -482 Closed
SL
3719
Summitry LLC
California
-$275K -470 Closed
IPW
3720
Invictus Private Wealth
Colorado
-$271K -463 Closed
PWM
3721
Provident Wealth Management
Tennessee
-$271K -463 Closed
MSR
3722
Main Street Research
Connecticut
-$271K -463 Closed
CANY
3723
Caxton Associates (New York)
New York
-$269K -460 Closed
MWA
3724
MN Wealth Advisors
Kansas
-$269K -460 Closed
MPW
3725
MGO Private Wealth
California
-$265K -453 Closed