UNH icon

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 %
CS
1326
Cannell & Spears
New York
$4.17M +$263K +519 +7%
LOIM
1327
Liberty One Investment Management
Illinois
$4.17M +$279K +551 +7%
LWMM
1328
Legacy Wealth Management (Mississippi)
Mississippi
$4.17M -$125K -247 -3%
FLI
1329
Family Legacy Inc
South Carolina
$4.17M +$63.5K +121 +2%
MC
1330
Moors & Cabot
Massachusetts
$4.16M +$316K +625 +8%
KA
1331
Kintegral Advisory
New York
$4.16M -$194K -383 -4%
CCAM
1332
Cascades Capital Asset Management
North Carolina
$4.16M +$7.08K +14 +0.2%
CM
1333
Columbus Macro
Pennsylvania
$4.14M +$3.4M +6,729 +465%
CUAMC
1334
China Universal Asset Management Company
China
$4.13M -$1.09M -2,147 -21%
CAM
1335
Carret Asset Management
New York
$4.1M +$78.4K +155 +2%
PFW
1336
Petros Family Wealth
Minnesota
$4.09M +$4.09M +8,091 New
SSI
1337
Scott & Selber Inc
Texas
$4.09M -$104K -206 -2%
NW
1338
Naviter Wealth
Arkansas
$4.08M +$710K +1,404 +21%
CCT
1339
Capital City Trust
Florida
$4.08M +$180K +355 +5%
AG
1340
Advocate Group
Minnesota
$4.08M -$18.2K -36 -0.4%
FPGT
1341
Financial Partners Group (Tennessee)
Tennessee
$4.07M +$21.2K +42 +0.5%
BCM
1342
Becker Capital Management
Oregon
$4.05M -$2.53K -5 -0.1%
EBT
1343
Enterprise Bank & Trust
Massachusetts
$4.05M -$189K -373 -4%
MCB
1344
Morton Community Bank
Illinois
$4.05M -$13.7K -27 -0.3%
GAG
1345
GM Advisory Group
New York
$4.04M -$545K -1,078 -12%
IA
1346
IFC Advisors
California
$4.03M +$4.03M +7,968 New
TA
1347
TFG Advisers
Michigan
$4.03M -$14.2K -28 -0.4%
SG
1348
StoneX Group
New York
$4.03M +$655K +1,294 +19%
SWM
1349
Sugarloaf Wealth Management
Georgia
$4.02M +$603K +1,193 +18%
HCM
1350
Howard Capital Management
Georgia
$4.01M +$32.9K +65 +0.8%