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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 %
TL
1051
Tradewinds LLC
North Carolina
$7.13M -$323K -606 -4%
LCM
1052
Liberty Capital Management
Michigan
$7.11M +$24.3K +48 +0.3%
VFA
1053
Valeo Financial Advisors
Indiana
$7.07M -$463K -915 -6%
WANY
1054
Wealthspire Advisors (New York)
New York
$7.07M +$311K +614 +5%
CBTWT
1055
Community Bank & Trust (Waco, Texas)
Texas
$7.07M -$25.3K -50 -0.4%
Massachusetts Financial Services
1056
Massachusetts Financial Services
Massachusetts
$7.06M -$746K -1,474 -10%
KFP
1057
KMG Fiduciary Partners
Ohio
$7.03M -$26.8K -53 -0.4%
NP
1058
NorthRock Partners
Minnesota
$7.02M -$953K -1,883 -12%
GIA
1059
Gladstone Institutional Advisory
Florida
$7.01M +$88.5K +175 +1%
SWP
1060
Strategic Wealth Partners
Ohio
$7.01M +$3.64M +6,860 +108%
FHB
1061
First Hawaiian Bank
Hawaii
$6.97M +$1.18M +2,339 +20%
HIP
1062
Harrell Investment Partners
Texas
$6.94M +$3.54M +7,007 +104%
GWM
1063
Geneos Wealth Management
Colorado
$6.92M +$6.92M +13,684 New
ECML
1064
Eagle Capital Management (Louisiana)
Louisiana
$6.92M +$16.7K +33 +0.2%
LCC
1065
Lincoln Capital Corp
Rhode Island
$6.89M +$587K +1,160 +9%
CWM
1066
CMH Wealth Management
New Hampshire
$6.89M +$120K +238 +2%
MSA
1067
MUFG Securities Americas
New York
$6.87M +$6.87M +13,585 New
CCM
1068
Canal Capital Management
Virginia
$6.86M -$97.1K -192 -1%
CPA
1069
Capital Planning Advisors
California
$6.84M +$394K +779 +6%
SCM
1070
Schnieders Capital Management
California
$6.81M -$310K -612 -4%
ERIC
1071
Eagle Rock Investment Company
Georgia
$6.8M +$7.59K +15 +0.1%
FTWA
1072
Fifth Third Wealth Advisors
Ohio
$6.8M +$719K +1,422 +12%
SIG
1073
Sky Investment Group
Connecticut
$6.73M +$176K +347 +3%
AT
1074
American Trust
Kentucky
$6.72M -$406K -803 -6%
MAM
1075
Mirabaud Asset Management
United Kingdom
$6.7M