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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 %
FFA
1101
Farther Finance Advisors
California
$6.37M +$33.9K +67 +0.5%
RWA
1102
River Wealth Advisors
Pennsylvania
$6.36M +$559K +1,105 +10%
EFS
1103
Essex Financial Services
Connecticut
$6.36M -$331K -655 -5%
PCG
1104
Prosperity Consulting Group
Maryland
$6.34M +$23.3K +46 +0.4%
DWM
1105
Diversify Wealth Management
Utah
$6.33M +$874K +1,678 +16%
SGH
1106
Sivik Global Healthcare
Connecticut
$6.32M +$6.32M +12,500 New
UIA
1107
Ulland Investment Advisors
Minnesota
$6.32M +$77.4K +153 +1%
LA
1108
Legacy Advisors
Pennsylvania
$6.29M -$17.2K -34 -0.3%
KIA
1109
KCM Investment Advisors
California
$6.29M -$4.07M -8,049 -39%
HSA
1110
HBK Sorce Advisory
Pennsylvania
$6.28M -$109K -215 -2%
JRP
1111
Jasper Ridge Partners
California
$6.26M +$2.02K +4 +0%
SDWIA
1112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.26M -$162K -320 -3%
RWM
1113
Rockline Wealth Management
New York
$6.22M +$97.1K +192 +2%
NFG
1114
Nations Financial Group
Iowa
$6.19M -$103K -204 -2%
TCCM
1115
Timber Creek Capital Management
Massachusetts
$6.19M +$99.7K +197 +2%
CWG
1116
Cornerstone Wealth Group
North Carolina
$6.19M +$96.1K +190 +2%
LSAG
1117
Lake Street Advisors Group
New Hampshire
$6.18M -$88K -174 -1%
CHC
1118
City Holding Co
West Virginia
$6.18M +$264K +522 +4%
JIP
1119
Jaffetilchin Investment Partners
Florida
$6.18M +$74.4K +147 +1%
TFS
1120
Thoroughbred Financial Services
Tennessee
$6.16M -$2.07M -4,096 -25%
CFGS
1121
Concourse Financial Group Securities
Alabama
$6.13M -$14.6K -28 -0.2%
BSC
1122
Brown Shipley & Co
United Kingdom
$6.12M -$1.24M -2,456 -17%
ELI
1123
Empire Life Investments
Ontario, Canada
$6.12M -$1.23M -2,430 -17%
PIMJS
1124
PKO Investment Management Joint-Stock
Poland
$6.12M +$1.21M +2,400 +25%
SAM
1125
Simplify Asset Management
Nevada
$6.1M -$4.21M -8,315 -41%