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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 %
OWA
1826
ORBA Wealth Advisors
Illinois
$1.76M
FC
1827
Farringdon Capital
United Kingdom
$1.76M +$1.76M +3,475 New
KAS
1828
KPP Advisory Services
Kentucky
$1.76M -$16.2K -32 -0.9%
ZIC
1829
ZWJ Investment Counsel
Georgia
$1.75M -$118K -233 -6%
CCA
1830
Cobblestone Capital Advisors
New York
$1.75M -$8.6K -17 -0.5%
MAG
1831
MRA Advisory Group
New Jersey
$1.75M -$202K -400 -10%
CMANY
1832
Capital Management Associates (New York)
New York
$1.75M +$1.14M +2,251 +187%
CC
1833
Commons Capital
Massachusetts
$1.75M +$34.4K +68 +2%
FAN
1834
Financial Advisors Network
California
$1.75M +$1.75M +3,451 New
EI
1835
Ellevest Inc
New York
$1.75M -$77.4K -153 -4%
PI
1836
PGGM Investments
Netherlands
$1.75M -$1.35M -2,676 -44%
SIA
1837
SkyView Investment Advisors
New Jersey
$1.74M +$1.74M +3,440 New
SI
1838
Saxon Interests
Texas
$1.74M +$575K +1,136 +49%
HAIM
1839
Hunter Associates Investment Management
Pennsylvania
$1.74M +$30.4K +60 +2%
LCM
1840
LRT Capital Management
Texas
$1.73M +$791K +1,564 +84%
EWM
1841
Executive Wealth Management
Michigan
$1.73M +$1.18M +2,328 +214%
ADIM
1842
Alpha DNA Investment Management
Maryland
$1.73M +$56.1K +111 +3%
JJBC
1843
James J. Burns & Company
New York
$1.72M -$43.5K -86 -2%
SFS
1844
Stiles Financial Services
Minnesota
$1.72M -$4.21M -8,329 -71%
OCM
1845
One Capital Management
California
$1.72M -$656K -1,296 -28%
IAS
1846
Investment Advisory Services
Texas
$1.71M +$4.05K +8 +0.2%
LWM
1847
Lyell Wealth Management
California
$1.71M -$2.48M -4,904 -59%
RW
1848
Rede Wealth
Virginia
$1.7M -$128K -253 -7%
PIA
1849
Pinion Investment Advisors
Kansas
$1.7M -$32.4K -64 -2%
GSEP
1850
Golden State Equity Partners
California
$1.7M +$1.36M +2,694 +405%