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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 %
HFM
1651
Hartford Financial Management
Connecticut
$2.25M -$41K -81 -2%
LMKC
1652
L.M. Kohn & Company
Ohio
$2.25M -$294K -582 -12%
MA
1653
MONECO Advisors
Connecticut
$2.25M -$1.98M -3,921 -47%
FNA
1654
First National Advisers
Nebraska
$2.25M +$33.4K +66 +2%
OIS
1655
Okabena Investment Services
Minnesota
$2.25M
FBFS
1656
First Business Financial Services
Wisconsin
$2.24M +$33.9K +67 +2%
MFA
1657
Mayflower Financial Advisors
Massachusetts
$2.24M +$81.4K +161 +4%
BPAMU
1658
BTG Pactual Asset Management US
New York
$2.24M +$372K +609 +20%
AIA
1659
Affinity Investment Advisors
California
$2.24M -$474K -938 -17%
OAM
1660
Oak Asset Management
California
$2.23M
CSA
1661
Cottage Street Advisors
Massachusetts
$2.23M -$289K -572 -11%
PPC
1662
Park Place Capital
Alabama
$2.23M -$7.59K -15 -0.3%
VFA
1663
Voya Financial Advisors
Connecticut
$2.23M -$3.05K -6 -0.1%
TWM
1664
Trueblood Wealth Management
Ohio
$2.22M -$29.3K -58 -1%
WE
1665
Wealth Effects
Massachusetts
$2.22M -$15.2K -30 -0.7%
NL
1666
NWAM LLC
Washington
$2.22M +$95.1K +188 +4%
CWM
1667
Centric Wealth Management
Illinois
$2.22M -$1.76M -3,479 -44%
MFG
1668
Monte Financial Group
Connecticut
$2.21M -$8.6K -17 -0.4%
SP
1669
Stablepoint Partners
Massachusetts
$2.2M -$556K -1,099 -20%
PCM
1670
Parsons Capital Management
Rhode Island
$2.2M -$227K -449 -9%
SAI
1671
Savvy Advisors Inc
New York
$2.2M +$526K +1,040 +31%
MIA
1672
MeadowBrook Investment Advisors
Michigan
$2.2M -$45K -89 -2%
NWM
1673
Northcape Wealth Management
New York
$2.2M +$18.7K +37 +0.9%
RCM
1674
Radnor Capital Management
Pennsylvania
$2.2M -$116K -230 -5%
CIAS
1675
Capital Investment Advisory Services
North Carolina
$2.2M +$278K +550 +15%