UNH icon

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 %
WT
2526
Washington Trust
Rhode Island
$639K -$66.3K -131 -9%
VC
2527
Veracity Capital
Georgia
$636K +$44.5K +88 +8%
NRI
2528
NFP Retirement Inc
California
$634K -$31.9K -63 -5%
CW
2529
Code Waechter
Florida
$634K -$13.2K -26 -2%
4WM
2530
49 Wealth Management
Texas
$634K +$47.5K +94 +8%
ACM
2531
Arcataur Capital Management
Wisconsin
$633K +$78.4K +155 +14%
CGA
2532
Crescent Grove Advisors
Illinois
$633K +$32.9K +65 +5%
AB
2533
Atlas Brown
Kentucky
$633K +$2.02K +4 +0.3%
WIM
2534
WealthPlan Investment Management
Nebraska
$632K +$156K +309 +33%
WOC
2535
West Oak Capital
California
$632K
AC
2536
Avory & Company
Florida
$632K
BI
2537
Bolthouse Investments
California
$631K +$631K +1,247 New
CPRC
2538
Consolidated Portfolio Review Corp
New York
$630K -$84.4K -167 -12%
FHC
2539
First Heartland Consultants
Missouri
$627K +$37.4K +74 +6%
TA
2540
TFB Advisors
Kansas
$627K +$9.11K +18 +1%
WA
2541
Whipplewood Advisors
Colorado
$625K +$625K +1,236 New
MPW
2542
Monterey Private Wealth
California
$624K +$92K +182 +17%
QPWM
2543
Quadrant Private Wealth Management
Pennsylvania
$623K -$13.2K -26 -2%
AA
2544
Auxano Advisors
Washington
$621K +$19.7K +39 +3%
RIA
2545
Realta Investment Advisors
Delaware
$620K -$131K -256 -17%
WPC
2546
Waters Parkerson & Co
Louisiana
$620K +$63.7K +126 +11%
MFG
2547
Midwest Financial Group
Kansas
$619K -$14.2K -28 -2%
AGC
2548
Aspen Grove Capital
Colorado
$618K -$54.1K -107 -8%
CWA
2549
Canvas Wealth Advisors
Kansas
$618K +$1.52K +3 +0.2%
NFSG
2550
Newbridge Financial Services Group
Florida
$617K -$20.2K -40 -3%