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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 %
DWM
2551
Dogwood Wealth Management
Kansas
$615K +$183K +361 +42%
NF
2552
NavPoint Financial
Minnesota
$615K
GA
2553
Goldstein Advisors
Wisconsin
$614K -$69.8K -138 -10%
AP
2554
Adero Partners
California
$613K -$8.6K -17 -1%
CC
2555
Centiva Capital
New York
$613K -$22.2M -43,962 -97%
BTWM
2556
Baker Tilly Wealth Management
Wisconsin
$613K -$77.4K -153 -11%
SL
2557
Salomon & Ludwin
Virginia
$613K
HFS
2558
Heritage Financial Services
Massachusetts
$611K +$26.8K +53 +5%
MHC
2559
May Hill Capital
Massachusetts
$609K +$609K +1,203 New
JC
2560
JB Capital
Connecticut
$606K -$3.01M -5,946 -83%
WHCI
2561
W.H. Cornerstone Investments
Massachusetts
$604K -$21.2K -42 -3%
SFPG
2562
Stonebridge Financial Planning Group
Florida
$602K -$47.5K -94 -7%
LWM
2563
LongView Wealth Management
Georgia
$599K +$599K +1,185 New
BBNB
2564
Baker Boyer National Bank
Washington
$598K +$5.06K +10 +0.9%
JWM
2565
Jessup Wealth Management
Ohio
$597K -$5.42M -10,711 -90%
TWM
2566
Topsail Wealth Management
North Carolina
$597K +$597K +1,180 New
CA
2567
Carson Advisory
Georgia
$596K +$29.9K +59 +5%
ACM
2568
Armbruster Capital Management
New York
$596K
MWA
2569
Monograph Wealth Advisors
California
$596K +$33.4K +66 +6%
GKWIM
2570
Gerber Kawasaki Wealth & Investment Management
California
$595K +$13.2K +26 +2%
TIA
2571
Traphagen Investment Advisors
New Jersey
$593K +$84.5K +167 +17%
WIA
2572
Wealthedge Investment Advisors
New York
$592K +$592K +1,171 New
ACM
2573
Absolute Capital Management
Pennsylvania
$592K -$861K -1,701 -59%
GFG
2574
Goldstone Financial Group
Illinois
$591K +$103K +203 +21%
DA
2575
Dillon & Associates
Michigan
$591K -$19.2K -38 -3%