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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 %
BIP
2501
Blueprint Investment Partners
North Carolina
$659K -$888K -1,756 -57%
WAG
2502
Winthrop Advisory Group
Massachusetts
$658K +$15.7K +31 +2%
NPFS
2503
Novak & Powell Financial Services
Florida
$658K +$2.53K +5 +0.4%
FWTB
2504
First Western Trust Bank
Colorado
$658K +$9.11K +18 +1%
OBWG
2505
Onyx Bridge Wealth Group
New York
$657K -$95.1K -188 -13%
CWP
2506
Core Wealth Partners
California
$656K -$177K -349 -21%
LWL
2507
Leo Wealth LLC
Texas
$655K -$188K -371 -22%
WFA
2508
Wellspring Financial Advisors
Ohio
$655K -$62.8K -124 -9%
IIM
2509
InTrack Investment Management
Vermont
$655K -$608K -1,118 -48%
OPOWM
2510
One Plus One Wealth Management
Florida
$655K
TCPW
2511
Twin City Private Wealth
North Carolina
$654K +$12.6K +25 +2%
SGK
2512
Steigerwald Gordon & Koch
Virginia
$654K -$4.05K -8 -0.6%
V
2513
VeraBank
Texas
$653K -$4.05K -8 -0.6%
AFG
2514
Altiora Financial Group
Ohio
$652K
WG
2515
Wealth Group
North Carolina
$651K +$8.61K +17 +1%
BP
2516
BCK Partners
New York
$650K -$5.56K -11 -0.8%
CI
2517
Carroll Investors
South Carolina
$646K +$410K +809 +174%
PAS
2518
PKS Advisory Services
New York
$645K +$645K +1,274 New
BDF
2519
Black Diamond Financial
Maryland
$643K +$25.8K +51 +4%
PWM
2520
Penobscot Wealth Management
Maine
$642K +$17.7K +35 +3%
SWA
2521
SOA Wealth Advisors
New York
$642K -$3.04K -6 -0.5%
DI
2522
DDFG Inc
California
$641K
PC
2523
Prairiewood Capital
North Dakota
$640K
LCG
2524
Lakeshore Capital Group
Illinois
$640K +$640K +1,265 New
HAG
2525
HF Advisory Group
Maryland
$639K +$32.4K +64 +5%