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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 %
SIMG
826
Sonora Investment Management Group
Arizona
$11.9M +$203K +401 +2%
PMWMG
827
Parr McKnight Wealth Management Group
Minnesota
$11.9M +$11.9M +23,454 New
RC
828
Roundview Capital
New Jersey
$11.9M -$627K -1,240 -5%
DR
829
Davis Rea
Ontario, Canada
$11.9M +$2.82M +5,575 +31%
MC
830
Miramar Capital
Illinois
$11.8M +$100K +198 +0.9%
PGAM
831
Princeton Global Asset Management
New Jersey
$11.8M +$92.6K +183 +0.8%
BFIM
832
Beese Fulmer Investment Management
Ohio
$11.8M +$258K +511 +2%
ROC
833
Running Oak Capital
Minnesota
$11.8M +$1.18M +2,338 +11%
GT
834
Greenleaf Trust
Michigan
$11.8M +$132K +261 +1%
LBC
835
Lowe Brockenbrough & Co
Virginia
$11.7M +$98.6K +195 +0.8%
GWM
836
GDS Wealth Management
Texas
$11.7M +$812K +1,605 +7%
AIM
837
Anchor Investment Management
South Carolina
$11.6M -$171K -338 -1%
RS
838
Robeco Schweiz
Switzerland
$11.6M
PVI
839
Pine Valley Investments
New Jersey
$11.6M +$2M +3,948 +21%
PIM
840
Plato Investment Management
Australia
$11.6M -$230K -454 -2%
GC
841
Grimes & Company
Massachusetts
$11.5M +$118K +234 +1%
BCB
842
Brian C. Broderick
$11.5M +$639K +1,264 +6%
LNWWM
843
Laird Norton Wetherby Wealth Management
California
$11.5M -$694K -1,372 -6%
CAM
844
Cozad Asset Management
Illinois
$11.5M +$41K +81 +0.4%
CSP
845
Cary Street Partners
Virginia
$11.5M +$11.5M +22,688 New
GL
846
Governors Lane
New York
$11.4M -$3.39M -6,700 -23%
FC
847
Fulcrum Capital
Washington
$11.4M +$1.62M +3,202 +17%
HNW
848
High Note Wealth
Minnesota
$11.4M -$317K -627 -3%
BCMO
849
Buckingham Capital Management (Ohio)
Ohio
$11.4M -$637K -1,260 -5%
DAC
850
Dividend Assets Capital
South Carolina
$11.4M +$344K +680 +3%