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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 %
RSWM
1351
Robertson Stephens Wealth Management
California
$4.01M -$1.02M -2,025 -20%
BC
1352
Belmont Capital
California
$4M
VU
1353
Vanderbilt University
Tennessee
$3.98M +$66.3K +131 +2%
NHT
1354
New Hampshire Trust
New Hampshire
$3.97M -$241K -477 -6%
NME
1355
Notis-McConarty Edward
$3.96M -$121K -239 -3%
OIA
1356
Optimum Investment Advisors
Illinois
$3.94M -$162K -320 -4%
WP
1357
WealthShield Partners
North Carolina
$3.94M +$65.3K +129 +2%
MMG
1358
Monetary Management Group
Missouri
$3.93M -$1.08M -2,141 -22%
GGI
1359
GPM Growth Investors
Michigan
$3.91M -$2.13M -4,214 -35%
CAM
1360
Covenant Asset Management
New Jersey
$3.91M -$140K -276 -3%
RMAM
1361
Raab & Moskowitz Asset Management
New Jersey
$3.91M -$101K -200 -3%
LA
1362
Lindenwold Advisors
Pennsylvania
$3.9M -$606K -1,198 -13%
GCP
1363
GSA Capital Partners
United Kingdom
$3.9M +$1.58M +3,118 +68%
SAM
1364
Smartleaf Asset Management
Massachusetts
$3.89M +$811K +1,596 +26%
DBG
1365
De Burlo Group
Massachusetts
$3.89M -$430K -850 -10%
SRC
1366
Shufro Rose & Co
New York
$3.88M -$91.1K -180 -2%
NED
1367
Nancy E. Dempze
$3.88M +$25.8K +51 +0.7%
BCA
1368
Bray Capital Advisors
Florida
$3.88M -$891K -1,762 -19%
SJL
1369
Shayne & Jacobs LLC
Tennessee
$3.87M -$167K -330 -4%
CWM
1370
Chemistry Wealth Management
New York
$3.85M +$30.9K +61 +0.8%
AF
1371
Arrow Financial
New York
$3.83M -$9.61K -19 -0.3%
OAM
1372
Occidental Asset Management
California
$3.83M +$290K +574 +8%
CWP
1373
Concord Wealth Partners
Virginia
$3.83M +$254K +502 +7%
SW
1374
Solidarity Wealth
Utah
$3.82M -$178K -351 -4%
CAMV
1375
Concord Asset Management (Virginia)
Virginia
$3.82M +$124K +245 +3%