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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 %
PI
2426
Parkside Investments
Illinois
$747K +$39.5K +78 +6%
BWM
2427
Buska Wealth Management
Wisconsin
$744K +$78.9K +156 +12%
ODFS
2428
O'Donnell Financial Services
California
$743K -$67.7K -120 -8%
GL
2429
Gerber LLC
Ohio
$740K
GCM
2430
GKV Capital Management
California
$739K +$739K +1,460 New
SC
2431
Steph & Co
Wisconsin
$738K -$18.7K -37 -2%
LG
2432
LaFleur & Godfrey
Michigan
$737K -$1.47M -2,901 -67%
FWM
2433
FFT Wealth Management
Pennsylvania
$736K +$85K +168 +13%
JGIA
2434
Jackson Grant Investment Advisers
Connecticut
$734K -$29.3K -58 -4%
SC
2435
Summa Corp
Texas
$733K -$23.8K -47 -3%
HVP
2436
Hudson Value Partners
Florida
$732K +$191K +377 +35%
GPI
2437
General Partner Inc
Pennsylvania
$731K
PCM
2438
Permanent Capital Management
Illinois
$729K +$729K +1,442 New
TA
2439
TCM Advisors
West Virginia
$725K -$779K
SFG
2440
Sather Financial Group
Texas
$721K -$75.4K -149 -9%
NBT
2441
Northwest Bank & Trust
Iowa
$720K
HB
2442
HTLF Bank
Colorado
$720K -$420K -830 -37%
BFS
2443
BridgePort Financial Solutions
Iowa
$720K +$720K +1,536 New
LSPW
2444
Lake Street Private Wealth
Illinois
$719K -$96.1K -190 -12%
UWPG
2445
Ullmann Wealth Partners Group
Florida
$716K +$46K +91 +7%
LWM
2446
Laidlaw Wealth Management
New York
$713K +$12.1K +24 +2%
HPM
2447
Hoxton Planning & Management
West Virginia
$712K -$52.6K -104 -7%
AIC
2448
Argus Investors Counsel
New York
$712K -$28.3K -56 -4%
MMCM
2449
Murphy & Mullick Capital Management
New York
$711K +$711K +1,406 New
VCM
2450
Virtue Capital Management
Tennessee
$710K -$117K -232 -14%