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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 %
IP
2476
Ignite Planners
California
$689K -$5.13K -10 -0.7%
FA
2477
Fermata Advisors
California
$688K +$382K +755 +125%
RG
2478
Renaissance Group
Kentucky
$688K
TAM
2479
Townsend Asset Management
North Carolina
$687K -$7.59K -15 -1%
WCM
2480
Washington Capital Management
Washington
$685K -$7.59K -15 -1%
NCFG
2481
New Century Financial Group
New Jersey
$685K -$268K -522 -28%
PCP
2482
Panoramic Capital Partners
Oregon
$684K +$684K +1,353 New
BLC
2483
Brown, Lisle/Cummings
Rhode Island
$684K +$8.6K +17 +1%
DI
2484
Disciplined Investors
Texas
$684K +$684K +1,263 New
BA
2485
Birinyi Associates
Connecticut
$683K
CFG
2486
Copley Financial Group
California
$682K +$2.02K +4 +0.3%
ACP
2487
Arcus Capital Partners
Georgia
$679K -$81.6K -165 -11%
KDA
2488
Kraft Davis & Associates
Missouri
$679K +$4.79K +9 +0.7%
BFG
2489
Bouchey Financial Group
New York
$679K -$66.8K -132 -9%
SFWC
2490
Strategic Family Wealth Counselors
New Jersey
$678K +$100K +198 +17%
AWM
2491
Aprio Wealth Management
Georgia
$676K +$92.5K +183 +16%
GPWM
2492
Grant Private Wealth Management
California
$673K +$673K +1,331 New
TNB
2493
Thomasville National Bank
Georgia
$673K -$1.01K -2 -0.2%
AWM
2494
Aviso Wealth Management
Washington
$672K +$250K +494 +59%
MHR
2495
Matthew Hamilton Rosenberg
$668K +$224K +442 +50%
LAM
2496
Lewis Asset Management
California
$666K +$71.8K +142 +12%
AFM
2497
Aspetuck Financial Management
Connecticut
$665K +$665K +1,314 New
YDMI
2498
Y.D. More Investments
Israel
$663K -$908K -1,796 -58%
4WM
2499
44 Wealth Management
Oregon
$662K +$10.6K +21 +2%
RFA
2500
Resurgent Financial Advisors
Georgia
$660K -$33.9K -67 -5%