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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 %
KRSITF
1551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.69M +$626K +8,312 +30%
MPWS
1552
McCarter Private Wealth Services
Massachusetts
$2.67M -$585K -1,157 -18%
MWM
1553
Marion Wealth Management
Pennsylvania
$2.66M +$65.3K +129 +3%
KCM
1554
Kathmere Capital Management
Pennsylvania
$2.66M -$119K -236 -4%
RIA
1555
Richwood Investment Advisors
Ohio
$2.65M +$10.1K +20 +0.4%
BSAM
1556
Blue Square Asset Management
New York
$2.65M +$64.2K +127 +2%
CP
1557
Canopy Partners
Ohio
$2.65M +$402K +794 +18%
HFM
1558
Hartford Funds Management
Pennsylvania
$2.64M -$67.3K -133 -2%
TPI
1559
Trust Point Inc
Wisconsin
$2.63M +$403K +796 +18%
RCIM
1560
Red Cedar Investment Management
Michigan
$2.63M
BCA
1561
Bay Colony Advisors
Massachusetts
$2.63M -$142K -280 -5%
MLA
1562
My Legacy Advisors
Oregon
$2.61M +$42.4K +78 +2%
SPFA
1563
Summit Place Financial Advisors
New Jersey
$2.61M +$126K +249 +5%
JSW
1564
Journey Strategic Wealth
New Jersey
$2.61M -$34.9K -69 -1%
WA
1565
Wealth Alliance
New York
$2.61M -$136K -268 -5%
BFO
1566
Boston Family Office
Massachusetts
$2.61M -$16.7K -33 -0.6%
CCB
1567
Country Club Bank
Missouri
$2.6M -$89.4K -176 -3%
WAP
1568
Wealthcare Advisory Partners
Pennsylvania
$2.6M -$113K -223 -4%
FAM
1569
Formidable Asset Management
Ohio
$2.59M -$95.1K -188 -4%
CWM
1570
Circle Wealth Management
New Jersey
$2.59M +$6.58K +13 +0.3%
SQA
1571
Simon Quick Advisors
New Jersey
$2.58M -$16.7K -33 -0.6%
HAM
1572
Harmony Asset Management
Arizona
$2.58M -$55.6K -110 -2%
FCM
1573
Fairbanks Capital Management
California
$2.57M -$1.21M -2,395 -32%
PA
1574
Paralel Advisors
Colorado
$2.57M +$235K +464 +10%
TAM
1575
Tealwood Asset Management
Minnesota
$2.56M +$51.1K +101 +2%