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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 %
FMTC
951
Farmers & Merchants Trust Company
California
$8.83M -$277K -548 -3%
GIA
952
GHP Investment Advisors
Colorado
$8.82M +$196K +387 +2%
CCA
953
Checchi Capital Advisers
California
$8.81M +$2.16M +4,274 +33%
MAA
954
Matrix Asset Advisors
New York
$8.81M -$3.6M -7,112 -29%
MWM
955
Marietta Wealth Management
Georgia
$8.8M +$491K +970 +6%
FFIC
956
First Fiduciary Investment Counsel
Ohio
$8.77M +$3.73M +7,374 +74%
PA
957
Profund Advisors
Maryland
$8.75M -$835K -1,651 -9%
RCP
958
Rothschild Capital Partners
New York
$8.73M +$587K +1,160 +7%
SAM
959
Synergy Asset Management
Washington
$8.73M +$4.51M +8,305 +107%
AIP
960
Ameritas Investment Partners
Nebraska
$8.73M -$171K -338 -2%
CK
961
Cohen Klingenstein
New York
$8.7M -$5.31M -10,500 -38%
SNB
962
Security National Bank
Nebraska
$8.68M -$114K -225 -1%
ERWM
963
Elk River Wealth Management
Colorado
$8.67M -$52.6K -104 -0.6%
BP
964
Ballentine Partners
Massachusetts
$8.65M -$116K -229 -1%
MAS
965
Meeder Advisory Services
Ohio
$8.65M +$338K +668 +4%
DJSG
966
D.J. St. Germain
Massachusetts
$8.64M -$87K -172 -1%
Los Angeles Capital Management
967
Los Angeles Capital Management
California
$8.62M -$156M -307,958 -95%
VCA
968
Verdence Capital Advisors
Maryland
$8.62M +$40.5K +80 +0.5%
UH
969
Unigestion Holding
Switzerland
$8.61M -$10.6M -21,044 -55%
SPC
970
Spirepoint Private Client
Florida
$8.59M +$631K +1,248 +8%
AUB
971
Atlantic Union Bankshares
Virginia
$8.54M -$346K -683 -4%
FRA
972
Frank Rimerman Advisors
California
$8.53M +$384K +759 +5%
RWM
973
Ritholtz Wealth Management
New York
$8.41M -$889K -1,757 -10%
BEC
974
Blue Edge Capital
Virginia
$8.4M -$20.7K -41 -0.2%
PCP
975
Pacific Capital Partners
$8.36M +$1.26M +2,500 +18%