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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 %
CWS
2401
Cypress Wealth Services
California
$771K +$40.5K +80 +6%
QFA
2402
Quantum Financial Advisors
California
$770K
TIA
2403
Tandem Investment Advisors
South Carolina
$770K +$506 +1 +0.1%
TWA
2404
TCI Wealth Advisors
Arizona
$767K -$114K -225 -13%
AWM
2405
AllSquare Wealth Management
New York
$767K +$7.59K +15 +1%
HCP
2406
Holt Capital Partners
Texas
$766K +$73.9K +146 +11%
CF
2407
Cyr Financial
Illinois
$766K +$76.4K +151 +11%
FAG
2408
Fortitude Advisory Group
Washington
$766K -$49.1K -97 -6%
FTC
2409
Farmers Trust Company
Ohio
$761K -$24.3K -48 -3%
MUAMU
2410
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$759K -$506K -1,000 -40%
BOTPPF
2411
Board of the Pension Protection Fund
United Kingdom
$759K +$759K +1,500 New
SC
2412
Shay Capital
New York
$759K +$759K +1,500 New
SCG
2413
Sonata Capital Group
Washington
$757K
ABTD
2414
Arvest Bank Trust Division
Oklahoma
$755K -$243K -480 -24%
AFA
2415
Antonelli Financial Advisors
Michigan
$754K +$754K +1,491 New
MWM
2416
Mosley Wealth Management
California
$753K +$65.1K +121 +9%
FOA
2417
Five Oceans Advisors
California
$753K -$140K -276 -16%
MAM
2418
Marotta Asset Management
Virginia
$753K
CL
2419
CLG LLC
California
$751K +$751K +1,485 New
LA
2420
Lifeworks Advisors
Michigan
$751K +$19.7K +39 +3%
PC
2421
Permanens Capital
New York
$751K
BAAM
2422
Baker Avenue Asset Management
California
$749K -$90.6K -179 -11%
SIM
2423
SSI Investment Management
California
$749K
CG
2424
Clifford Group
Massachusetts
$748K +$5.06K +10 +0.7%
KCM
2425
KRS Capital Management
Michigan
$748K -$55.1K -109 -7%