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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 %
MGIA
851
Moneta Group Investment Advisors
Missouri
$11.4M -$369K -730 -3%
IB
852
Iyo Bank
Japan
$11.3M
WF
853
WoodTrust Financial
Wisconsin
$11.3M -$8.6K -17 -0.1%
AR
854
Advisory Research
Illinois
$11.3M -$78.9K -156 -0.7%
BCM
855
Bourgeon Capital Management
Connecticut
$11.3M +$1.34M +2,650 +13%
VHAM
856
Van Hulzen Asset Management
California
$11.3M +$194K +384 +2%
CGH
857
Crossmark Global Holdings
Texas
$11.3M -$381K -753 -3%
CG
858
Caprock Group
Idaho
$11.3M -$26.8K -53 -0.2%
SAM
859
Sawgrass Asset Management
Florida
$11.2M -$4.95M -9,793 -31%
BHCM
860
Brevan Howard Capital Management
Jersey
$11.2M +$7.23M +14,287 +183%
CM
861
Churchill Management
California
$11.2M -$251K -497 -2%
TI
862
Trexquant Investment
Connecticut
$11.1M +$11.1M +22,023 New
CAC
863
Core Alternative Capital
Georgia
$11.1M -$989K -1,955 -8%
SC
864
Savant Capital
Illinois
$11.1M +$460K +910 +4%
BIAS
865
Beacon Investment Advisory Services
New Jersey
$11M +$43.5K +86 +0.4%
TIP
866
Torray Investment Partners
Maryland
$11M -$2.79M -5,507 -20%
AG
867
Ascent Group
Virginia
$11M +$29.8K +59 +0.3%
WBC
868
Westpac Banking Corp
Australia
$10.9M -$5.97M -11,794 -35%
CWM
869
Congress Wealth Management
Massachusetts
$10.9M -$15.3M -30,171 -58%
AIM
870
Artemis Investment Management
United Kingdom
$10.9M -$20.7M -40,981 -66%
AMBIA
871
Allen Mooney & Barnes Investment Advisors
Georgia
$10.9M -$1.52K -3 -0%
SIA
872
Soltis Investment Advisors
Utah
$10.8M +$1.59M +3,148 +17%
MWM
873
Mission Wealth Management
California
$10.8M +$119K +235 +1%
CIA
874
Concurrent Investment Advisors
Florida
$10.8M -$337K -666 -3%
LCM
875
Logan Capital Management
Pennsylvania
$10.7M -$1.03M -2,042 -9%