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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 %
FL
1226
FreeGulliver LLC
Louisiana
$5.07M -$80.4K -159 -2%
APM
1227
Advanced Portfolio Management
New York
$5.06M +$5.06M +10,000 New
SCP
1228
Stamos Capital Partners
California
$5.03M +$739K +1,460 +17%
SSA
1229
Schonfeld Strategic Advisors
New York
$5.03M +$3.21M +6,338 +176%
TCA
1230
Trifecta Capital Advisors
Illinois
$5.03M -$56.7K -112 -1%
KWM
1231
Kingsview Wealth Management
Oregon
$5.03M -$264K -521 -5%
AWM
1232
Avior Wealth Management
Nebraska
$5.01M -$698K -1,380 -12%
FA
1233
Fiduciary Alliance
South Carolina
$5M +$3.62M +7,150 +261%
TW
1234
Transform Wealth
Colorado
$5M -$818K -1,618 -14%
PT
1235
Plimoth Trust
Massachusetts
$4.99M -$72.3K -143 -1%
MIS
1236
Morningstar Investment Services
Illinois
$4.98M -$49.4M -97,586 -91%
CAG
1237
Csenge Advisory Group
Florida
$4.98M -$713K -1,409 -13%
BAM
1238
Berkshire Asset Management
Pennsylvania
$4.97M -$313K -588 -6%
WSCM
1239
Wellington Shields Capital Management
New York
$4.96M +$1.3M +2,573 +36%
BCM
1240
Bretton Capital Management
California
$4.96M
EA
1241
Eclectic Associates
California
$4.96M +$162K +320 +3%
WCM
1242
Weik Capital Management
Pennsylvania
$4.94M -$59.7K -118 -1%
HCMT
1243
Highland Capital Management (Tennessee)
Tennessee
$4.94M -$159K -314 -3%
SFO
1244
Stenger Family Office
Illinois
$4.93M +$4.93M +9,749 New
CCG
1245
Cypress Capital Group
Florida
$4.93M -$122K -241 -2%
AWA
1246
Arkadios Wealth Advisors
Georgia
$4.92M -$810K -1,601 -14%
PCM
1247
Penserra Capital Management
California
$4.89M +$1.53M +3,030 +46%
IAN
1248
Integrated Advisors Network
Texas
$4.87M -$1.13M -2,236 -19%
VT
1249
Vise Technologies
New York
$4.87M +$1.51M +2,977 +45%
COI
1250
Connable Office Inc
Michigan
$4.86M -$168K -332 -3%