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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 %
AA
776
ALPS Advisors
Colorado
$13.7M -$63.2K -125 -0.5%
HAG
777
HighPoint Advisor Group
Illinois
$13.7M -$2.94M -5,567 -18%
AC
778
Addenda Capital
Quebec, Canada
$13.7M +$716K +1,416 +6%
PTB
779
Pioneer Trust Bank
Oregon
$13.6M -$69.3K -137 -0.5%
PFS
780
Prospera Financial Services
Texas
$13.6M +$4.06M +8,014 +42%
SG
781
Sienna Gestion
France
$13.6M
IWC
782
Integrated Wealth Concepts
Massachusetts
$13.5M +$1.48M +2,917 +12%
MG
783
Markel Group
Virginia
$13.5M +$1.34M +2,650 +11%
CIC
784
Carnegie Investment Counsel
Ohio
$13.5M +$28.3K +56 +0.2%
NRS
785
Neville Rodie & Shaw
New York
$13.5M -$436K -862 -3%
BP
786
BNP Paribas
France
$13.4M +$708K +1,399 +6%
HR
787
Howe & Rusling
New York
$13.4M -$1.95M -3,848 -13%
CCM
788
Carlson Capital Management
Minnesota
$13.4M -$716K -1,415 -5%
BCM
789
Brookstone Capital Management
Illinois
$13.4M +$1.09M +2,155 +9%
PS
790
Principal Securities
Iowa
$13.3M +$1.33M +2,628 +11%
HVIA
791
Hudson Valley Investment Advisors
New York
$13.3M +$1.08M +2,137 +9%
LGWM
792
Litman Gregory Wealth Management
California
$13.2M -$30.9K -61 -0.2%
MSFP
793
Mark Sheptoff Financial Planning
Connecticut
$13.1M -$1M -1,980 -7%
CLA
794
Carnegie Lake Advisors
New Jersey
$13.1M
BWFA
795
Baltimore-Washington Financial Advisors
Maryland
$13M -$336K -665 -3%
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
$13M +$918K +1,815 +8%
WS
797
Wedbush Securities
California
$12.8M +$2.85M +5,625 +28%
KFS
798
Kurt F. Somerville
$12.8M +$59.7K +118 +0.5%
CIA
799
Covington Investment Advisors
Pennsylvania
$12.8M -$139K -275 -1%
CIA
800
Capital Investment Advisors
Georgia
$12.8M +$1.31M +2,582 +11%