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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 %
CH
1976
Cromwell Holdings
Wyoming
$1.4M
SRL
1977
Scientech Research LLC
New Jersey
$1.4M +$878K +1,736 +170%
LCM
1978
LVM Capital Management
Michigan
$1.4M +$29.8K +59 +2%
CRI
1979
Colonial River Investments
Virginia
$1.39M +$41K +81 +3%
KMWM
1980
Keudell/Morrison Wealth Management
Oregon
$1.39M -$33.4K -66 -2%
AT
1981
Avalon Trust
New Mexico
$1.39M +$76.9K +152 +6%
DTL
1982
Dynamic Technology Lab
Singapore
$1.39M +$1.39M +2,745 New
NJIM
1983
Nabity-Jensen Investment Management
Nebraska
$1.38M +$25.3K +50 +2%
SPWG
1984
Syntegra Private Wealth Group
Missouri
$1.38M -$30.4K -60 -2%
BOS
1985
Bank of Stockton
California
$1.38M +$8.09K +16 +0.6%
PIA
1986
Perennial Investment Advisors
California
$1.38M -$31.9K -63 -2%
NWMG
1987
Nicholson Wealth Management Group
South Carolina
$1.38M +$540K +1,067 +64%
DWAM
1988
Duncan Williams Asset Management
Tennessee
$1.38M +$74.4K +147 +6%
SA
1989
Sovran Advisors
California
$1.37M +$1.37M +2,529 New
SHGA
1990
Sand Hill Global Advisors
California
$1.37M -$1.01K -2 -0.1%
BOJHT
1991
Bank of Jackson Hole Trust
Wyoming
$1.37M +$1.37M +2,711 New
TF
1992
TLWM Financial
Texas
$1.37M +$53.1K +105 +4%
BIM
1993
Baldwin Investment Management
Pennsylvania
$1.37M -$47.6K -94 -3%
ECG
1994
Edge Capital Group
Georgia
$1.37M +$93.6K +185 +7%
CIM
1995
Caldwell Investment Management
Ontario, Canada
$1.36M
IP
1996
Investment Partners
Ohio
$1.36M -$16.7K -33 -1%
WGCA
1997
Wolf Group Capital Advisors
Virginia
$1.36M
PMA
1998
Prudent Man Advisors
Illinois
$1.36M -$141K -279 -9%
ACGA
1999
Atlanta Consulting Group Advisors
Georgia
$1.36M -$173K -342 -11%
AMCA
2000
Arthur M. Cohen & Associates
Illinois
$1.36M -$25.3K -50 -2%