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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 %
LCM
2201
Legato Capital Management
California
$1.02M -$1.15M -2,272 -53%
FPF
2202
First Pacific Financial
Washington
$1.02M -$12.1K -24 -1%
WG
2203
Winton Group
United Kingdom
$1.02M +$1.02M +2,012 New
BFS
2204
Bard Financial Services
Connecticut
$1.02M
FFC
2205
First Financial Corp
Indiana
$1.01M +$34.4K +68 +4%
LK
2206
Lumbard & Kellner
New Hampshire
$1.01M
EP
2207
EPIQ Partners
Minnesota
$1.01M
EC
2208
Enhancing Capital
Pennsylvania
$1.01M +$1.01M +2,000 New
ILI
2209
Invesco LLC (Illinois)
Illinois
$1.01M +$68.8K +136 +7%
NRWA
2210
North Ridge Wealth Advisors
Oregon
$1.01M -$25.3K -50 -2%
MA
2211
Modus Advisors
Minnesota
$1.01M -$8.09K -16 -0.8%
PNC
2212
Park National Corp
Ohio
$1.01M -$141K -279 -12%
PP
2213
Patron Partners
Texas
$1M +$506 +1 +0.1%
WB
2214
Webster Bank
Connecticut
$1M +$35.9K +71 +4%
PIM
2215
Profit Investment Management
Maryland
$999K
FMTCOCP
2216
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$996K +$237K +468 +31%
LI
2217
LRI Investments
Florida
$995K +$4.54K +85 +0.5%
AIM
2218
Advyzon Investment Management
Illinois
$994K +$994K +1,965 New
WCM
2219
WealthBridge Capital Management
Ohio
$994K +$11.6K +23 +1%
CCMIC
2220
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$991K +$5.06K +10 +0.5%
CPC
2221
Consolidated Planning Corp
Georgia
$991K -$14.7K -29 -1%
WA
2222
WealthTrust Axiom
Pennsylvania
$991K
GFM
2223
GEN Financial Management
Minnesota
$987K +$987K +1,951 New
NWM
2224
Napa Wealth Management
California
$987K -$1.08M -2,141 -52%
SOAMC
2225
Spirit of America Management Corp
New York
$986K -$202K -400 -17%