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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 %
AF
1001
Ally Financial
Michigan
$8.09M +$6.07M +12,000 +300%
P
1002
Pitcairn
Pennsylvania
$8.06M -$419K -829 -5%
TPA
1003
Trivium Point Advisory
Connecticut
$8.04M +$1.25M +2,475 +18%
BWA
1004
Burt Wealth Advisors
Maryland
$8.03M -$127K -251 -2%
OAM
1005
Ostrum Asset Management
France
$8.02M +$733K +1,450 +10%
MJP
1006
Michael J. Puzo
$8.01M -$407K -804 -5%
BWS
1007
Buck Wealth Strategies
Colorado
$7.97M +$1.81M +3,571 +29%
BFIC
1008
Bedell Frazier Investment Counselling
California
$7.95M -$290K -573 -4%
NRG
1009
Nemes Rush Group
Michigan
$7.94M +$727K +1,438 +10%
FNBOO
1010
First National Bank of Omaha
Nebraska
$7.87M -$163K -322 -2%
SWIG
1011
Strategic Wealth Investment Group
Kentucky
$7.85M -$704K -1,392 -8%
GAM
1012
Griffin Asset Management
New York
$7.85M -$255K -505 -3%
AIMC
1013
Alley Investment Management Company
Illinois
$7.84M +$41K +81 +0.5%
SCM
1014
SOL Capital Management
Maryland
$7.75M -$13.7K -27 -0.2%
BDL
1015
Banque de Luxembourg
Luxembourg
$7.72M +$7.72M +15,193 New
BCM
1016
BTC Capital Management
Iowa
$7.71M -$157K -310 -2%
ECM
1017
Estabrook Capital Management
New York
$7.7M -$1.11M -2,201 -13%
OCM
1018
Olstein Capital Management
New York
$7.69M +$1.62M +3,200 +27%
S
1019
SimplyRich
California
$7.67M -$68.8K -136 -0.9%
MC
1020
Montag & Caldwell
Georgia
$7.65M -$697K -1,378 -8%
AF
1021
Alerus Financial
North Dakota
$7.63M +$4.09M +8,082 +115%
ANTB
1022
AMG National Trust Bank
Colorado
$7.55M -$1.39M -2,744 -16%
MFG
1023
Merit Financial Group
Georgia
$7.48M +$3.14M +6,202 +72%
RMC
1024
Resources Management Corp
Connecticut
$7.48M +$567K +1,121 +8%
AC
1025
Asio Capital
Kentucky
$7.46M -$86K -170 -1%