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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 %
AW
2576
Alteri Wealth
California
$590K +$590K +1,167 New
AC
2577
Apella Capital
Connecticut
$590K -$10.1K -20 -2%
MAM
2578
Mystic Asset Management
Rhode Island
$590K +$256K +507 +77%
CBA
2579
Coastal Bridge Advisors
Connecticut
$590K +$13.1K +26 +2%
CFMC
2580
Curbstone Financial Management Corp
New Hampshire
$589K
PPW
2581
Parcion Private Wealth
Washington
$588K
FG
2582
Foster Group
Iowa
$587K -$169K -334 -22%
BHIA
2583
Birch Hill Investment Advisors
Massachusetts
$587K +$148K +292 +34%
NCTC
2584
New Covenant Trust Company
Indiana
$587K -$12.2K -24 -2%
NFTC
2585
North Forty Two & Co
Oregon
$586K +$586K +1,159 New
GWP
2586
Gateway Wealth Partners
Wisconsin
$586K +$6.07K +12 +1%
WFA
2587
WMG Financial Advisors
Tennessee
$585K +$585K +1,156 New
TGAM
2588
TBH Global Asset Management
Tennessee
$585K -$76.4K -151 -12%
IA
2589
Insight Advisors
Pennsylvania
$584K -$41.6K -82 -7%
OWCM
2590
One Wealth Capital Management
Arizona
$584K +$584K +1,155 New
VWA
2591
Visionary Wealth Advisors
Illinois
$584K -$10.1K -20 -2%
WCM
2592
Windward Capital Management
California
$584K -$20.7K -41 -3%
PAM
2593
PCG Asset Management
New Jersey
$584K +$584K +1,154 New
ECA
2594
Elevated Capital Advisors
Utah
$582K +$177K +350 +44%
TIP
2595
Tandem Investment Partners
New Jersey
$581K +$581K +1,148 New
VWM
2596
Valley Wealth Managers
New Jersey
$579K +$36.4K +72 +7%
HCM
2597
Howland Capital Management
Massachusetts
$579K +$62.2K +123 +12%
Members Trust
2598
Members Trust
Florida
$577K -$43.5K -86 -7%
HWM
2599
HFR Wealth Management
New York
$577K +$55.6K +110 +11%
BWM
2600
BCS Wealth Management
Tennessee
$576K +$5.57K +11 +1%