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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 %
AIA
1401
AssuredPartners Investment Advisors
Florida
$3.64M +$3.64M +7,196 New
CWS
1402
Confluence Wealth Services
Pennsylvania
$3.64M +$418K +789 +13%
BL
1403
BFSG LLC
California
$3.63M -$70.8K -140 -2%
FHA
1404
Flagship Harbor Advisors
Massachusetts
$3.61M +$135K +267 +4%
AA
1405
AlphaCentric Advisors
Puerto Rico
$3.6M +$3.6M +7,123 New
LIM
1406
Lingotto Investment Management
United Kingdom
$3.6M +$3.6M +7,110 New
PWAM
1407
Pinnacle West Asset Management
Wyoming
$3.59M -$12.6K -25 -0.4%
CCM
1408
Condor Capital Management
New Jersey
$3.59M -$16.7K -33 -0.5%
VBCG
1409
Valley Brook Capital Group
Pennsylvania
$3.59M -$30.9K -61 -0.9%
ECM
1410
Elgethun Capital Management
South Dakota
$3.58M +$30.4K +60 +0.9%
CB
1411
Community Bank
New York
$3.58M -$354K -700 -9%
RA
1412
RiverPark Advisors
New York
$3.57M +$91.1K +180 +3%
FWP
1413
FAS Wealth Partners
Kansas
$3.57M -$610K -1,205 -15%
CGL
1414
Clarius Group LLC
Washington
$3.57M +$223K +441 +7%
VF
1415
Vest Financial
Virginia
$3.56M +$609K +1,204 +21%
BDS
1416
Banco de Sabadell
Florida
$3.55M +$46.6K +92 +1%
NG
1417
Norden Group
Utah
$3.54M -$935K -1,847 -21%
BCM
1418
Berbice Capital Management
New York
$3.54M +$3.54M +7,001 New
FFS
1419
Founders Financial Securities
Maryland
$3.53M +$5.06K +10 +0.1%
SIG
1420
Sargent Investment Group
Maryland
$3.52M +$959K +1,772 +37%
STB
1421
S&T Bank
Pennsylvania
$3.52M -$370K -731 -10%
B
1422
Bensler
Washington
$3.5M -$78.4K -155 -2%
EWM
1423
Empirical Wealth Management
Washington
$3.5M +$67.3K +133 +2%
RHIG
1424
R.H. Investment Group
Arizona
$3.48M +$3.48M +6,885 New
NP
1425
Nilsine Partners
Colorado
$3.47M +$47K +93 +1%