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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 %
JIR
926
James Investment Research
Ohio
$9.31M -$284K -561 -3%
BIA
927
Biondo Investment Advisors
Pennsylvania
$9.3M +$181K +358 +2%
BONST
928
Bank of Nova Scotia Trust
Ontario, Canada
$9.3M -$152K -300 -2%
UAM
929
Unison Asset Management
Florida
$9.25M +$711K +1,405 +8%
ACM
930
Aljian Capital Management
Nevada
$9.18M +$959K +1,895 +12%
WIC
931
Woodmont Investment Counsel
Tennessee
$9.16M -$1.41M -2,791 -13%
ZB
932
Zions Bancorporation
Utah
$9.15M +$1.27M +2,503 +16%
RDWM
933
Red Door Wealth Management
Tennessee
$9.09M +$581K +1,149 +7%
TAMH
934
Taikang Asset Management (HK)
Hong Kong
$9.09M +$1.33M +2,631 +17%
MAM
935
Morse Asset Management
Connecticut
$9.09M +$188K +371 +2%
FFP
936
FourThought Financial Partners
Florida
$9.09M -$80.4K -159 -0.9%
WAS
937
Wealth Advisory Solutions
Indiana
$9.03M -$16.2K -32 -0.2%
LIM
938
Leavell Investment Management
Alabama
$9.02M -$2.21M -4,366 -20%
VVP
939
Venture Visionary Partners
Ohio
$9M -$61.7K -122 -0.7%
PWM
940
Perigon Wealth Management
California
$8.99M +$2.03M +3,969 +29%
SIM
941
Seaview Investment Managers
Florida
$8.97M +$167K +331 +2%
CNBTD
942
Citizens National Bank Trust Department
Mississippi
$8.96M -$36.9K -73 -0.4%
SIG
943
Stonegate Investment Group
Alabama
$8.93M +$335K +663 +4%
BPC
944
Bearing Point Capital
Minnesota
$8.93M +$8.93M +17,647 New
ECM
945
Evergreen Capital Management
Washington
$8.93M -$215K -425 -2%
GWWM
946
Great Waters Wealth Management
Minnesota
$8.9M -$146K -289 -2%
LNB
947
Ledyard National Bank
$8.87M +$442K +873 +5%
CWM
948
Chronos Wealth Management
Florida
$8.87M +$14.2K +28 +0.2%
SWP
949
Sagespring Wealth Partners
Tennessee
$8.86M +$8.86M +17,514 New
EAMA
950
EFG Asset Management (Americas)
Florida
$8.86M -$648K -1,280 -7%