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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 %
GF
651
Gabelli Funds
New York
$19.8M +$2.56M +5,060 +15%
TW
652
Trajan Wealth
Arizona
$19.8M +$2.4M +4,747 +14%
TCOV
653
Trust Company of Vermont
Vermont
$19.7M +$1.65M +3,268 +9%
SAM
654
Silvercrest Asset Management
New York
$19.6M +$6.35M +12,550 +48%
BCM
655
Bridgeway Capital Management
Texas
$19.5M +$1.85M +3,665 +10%
SIC
656
Salem Investment Counselors
North Carolina
$19.5M +$368K +727 +2%
FCBT
657
First Citizens Bank & Trust
North Carolina
$19.5M -$1.28M -2,534 -6%
VIM
658
Vinva Investment Management
Australia
$19.3M -$517K -1,018 -3%
FFB
659
First Financial Bankshares
Texas
$19.3M +$56.7K +112 +0.3%
CL
660
CIM LLC
New York
$19.2M -$67.8K -134 -0.4%
LI
661
LMCG Investments
Massachusetts
$19.2M +$2.03M +4,022 +12%
PCA
662
Private Capital Advisors
Connecticut
$19.2M -$69.8K -138 -0.4%
MAM
663
Madison Asset Management
Wisconsin
$19M -$171K -338 -0.9%
MIA
664
Madison Investment Advisors
Wisconsin
$19M +$19M +37,613 New
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
$18.8M +$1.73M +3,427 +10%
MIM
666
Marco Investment Management
Georgia
$18.8M +$288K +570 +2%
EGA
667
Eagle Global Advisors
Texas
$18.8M +$630K +1,245 +3%
JA
668
JLB & Associates
Michigan
$18.7M -$141K -278 -0.7%
CCM
669
Copeland Capital Management
Pennsylvania
$18.7M -$3.01M -5,958 -14%
AP
670
Appleton Partners
Massachusetts
$18.6M -$406K -803 -2%
PA
671
Pinnacle Associates
New York
$18.6M -$1.96M -3,868 -10%
HIP
672
HUB Investment Partners
Texas
$18.4M -$493K -974 -3%
LFM
673
LGT Fund Management
Liechtenstein
$18.4M +$204K +403 +1%
MWM
674
Modera Wealth Management
New Jersey
$18.4M -$102K -201 -0.6%
NCM
675
Narwhal Capital Management
Georgia
$18.3M -$3.38M -6,687 -16%