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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 %
ACI
701
Alpha Cubed Investments
California
$16.7M -$26.8M -52,895 -62%
SCA
702
Stonebridge Capital Advisors
Minnesota
$16.5M +$693K +1,369 +4%
RBCM
703
Raub Brock Capital Management
California
$16.5M +$199K +393 +1%
ADEF
704
Adams Diversified Equity Fund
Maryland
$16.4M
KPWS
705
Kestra Private Wealth Services
Texas
$16.4M -$1.07M -2,106 -6%
CIA
706
CCM Investment Advisers
South Carolina
$16.4M +$1.16M +2,288 +8%
CTA
707
Chesley Taft & Associates
Illinois
$16.3M +$131K +258 +0.8%
LA
708
LBP AM
France
$16.2M -$17M -33,579 -51%
PAS
709
Park Avenue Securities
New York
$16.2M +$714K +1,412 +5%
EF
710
Empirical Finance
Pennsylvania
$16.1M -$205K -405 -1%
VWM
711
Venturi Wealth Management
Texas
$16.1M +$1.4M +2,770 +10%
UF
712
Univest Financial
Pennsylvania
$16M -$328K -649 -2%
AWM
713
Apollon Wealth Management
South Carolina
$16M +$923K +1,824 +6%
BRWA
714
B. Riley Wealth Advisors
Florida
$15.9M -$3.45M -6,820 -18%
EGM
715
Engineers Gate Manager
New York
$15.9M +$15.9M +31,379 New
CFO
716
Callan Family Office
Pennsylvania
$15.9M +$14.1M +27,963 +823%
SWM
717
Spire Wealth Management
Virginia
$15.9M +$15.9M +31,333 New
MGWM
718
Marks Group Wealth Management
Minnesota
$15.8M +$364K +720 +2%
WSFS
719
Wilmington Savings Fund Society
Delaware
$15.8M +$1.15M +2,282 +8%
NAAA
720
New Age Alpha Advisors
New York
$15.7M +$15.7M +31,052 +147,867%
BFA
721
Bragg Financial Advisors
North Carolina
$15.7M -$638K -1,262 -4%
YIA
722
YHB Investment Advisors
Connecticut
$15.7M +$90K +178 +0.6%
WTB
723
Washington Trust Bank
Washington
$15.6M -$728K -1,439 -4%
AWM
724
Axxcess Wealth Management
California
$15.6M -$32.4K -64 -0.2%
ASN
725
Advisory Services Network
Georgia
$15.6M -$82K -162 -0.5%