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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 %
BG
1126
Bollard Group
Massachusetts
$6.1M +$2.64M +5,221 +76%
WPW
1127
Waldron Private Wealth
Pennsylvania
$6.09M +$80.9K +160 +1%
HCA
1128
Harbour Capital Advisors
Virginia
$6.08M -$4.62K -9 -0.1%
CANC
1129
Culbertson A N & Co
Virginia
$6.07M -$54.1K -107 -0.9%
JAM
1130
Jupiter Asset Management
United Kingdom
$6.07M -$3.31M -6,536 -35%
JWCA
1131
J.W. Cole Advisors
Florida
$6.07M +$279K +551 +5%
FMB
1132
Field & Main Bank
Kentucky
$6.07M -$64.7K -128 -1%
MS
1133
Marshall & Sullivan
Washington
$6.07M +$5.06K +10 +0.1%
FIB
1134
First Interstate Bank
Montana
$6.06M -$160K -317 -3%
IWM
1135
IHT Wealth Management
Illinois
$5.99M +$139K +274 +2%
NF
1136
Nikulski Financial
Iowa
$5.99M +$206K +408 +4%
PCTC
1137
Perkins Coie Trust Company
Washington
$5.96M -$108K -214 -2%
BHWM
1138
Bar Harbor Wealth Management
New Hampshire
$5.95M -$393K -777 -6%
LDB
1139
Lee, Danner & Bass
Tennessee
$5.93M -$463K -915 -7%
WAM
1140
Weatherly Asset Management
California
$5.92M -$147K -290 -2%
BWL
1141
Bogart Wealth LLC
Virginia
$5.9M +$1.52K +3 +0%
GIC
1142
Generali Investments CEE
Czech Republic
$5.9M +$5.9M +11,660 New
JAM
1143
JCIC Asset Management
Ontario, Canada
$5.9M +$133K +263 +2%
CT
1144
Clearstead Trust
Maine
$5.88M +$286K +565 +5%
ET
1145
Equitable Trust
Tennessee
$5.86M +$354K +699 +6%
HEIP
1146
Hudson Edge Investment Partners
New Jersey
$5.83M +$680K +1,344 +13%
GM
1147
GeoWealth Management
Illinois
$5.82M -$427K -844 -7%
BOC
1148
Barbara Oil Co
Illinois
$5.82M
USCWA
1149
U.S. Capital Wealth Advisors
Texas
$5.8M -$357K -705 -6%
LAM
1150
Lynch Asset Management
Pennsylvania
$5.79M +$25.3K +50 +0.4%