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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 %
LFG
2601
Lockerman Financial Group
California
$576K +$20.2K +40 +4%
PPWM
2602
Paragon Private Wealth Management
Kentucky
$575K +$34.4K +68 +6%
IHWM
2603
Iron Horse Wealth Management
Iowa
$575K +$6.58K +13 +1%
GAA
2604
Global Assets Advisory
Florida
$575K -$852K -1,689 -60%
BFC
2605
Bedel Financial Consulting
Indiana
$575K
FFG
2606
Fiduciary Financial Group
California
$574K -$243K -467 -30%
BFWA
2607
Benchmark Financial Wealth Advisors
Florida
$573K +$3.04K +6 +0.5%
CFFP
2608
Center for Financial Planning
Michigan
$572K +$9.11K +18 +2%
PCI
2609
Planning Center Inc
Illinois
$572K -$6.58K -13 -1%
FCCM
2610
First City Capital Management
Georgia
$572K
GCM
2611
Gables Capital Management
Florida
$572K
GWAM
2612
Guardian Wealth Advisors (Minnesota)
Minnesota
$572K
BWS
2613
Broadway Wealth Solutions
Texas
$570K +$570K +1,127 New
VNA
2614
Valley National Advisers
Pennsylvania
$570K +$31.9K +63 +6%
HWM
2615
Hemington Wealth Management
Virginia
$569K +$31.8K +63 +6%
EL
2616
EWA LLC
Pennsylvania
$568K +$6.07K +12 +1%
RTC
2617
Riverview Trust Company
Washington
$567K +$16.7K +33 +3%
PG
2618
Prostatis Group
Maryland
$567K +$7.59K +15 +1%
THL
2619
Tillman Hartley LLC
Colorado
$566K -$506 -1 -0.1%
GHA
2620
Granite Harbor Advisors
Texas
$566K +$11.6K +23 +2%
SCM
2621
Sunbeam Capital Management
Georgia
$565K +$565K +1,116 New
PSIWM
2622
Paradigm Strategies in Wealth Management
Minnesota
$565K +$124K +245 +28%
PCP
2623
Perbak Capital Partners
United Kingdom
$564K -$2.34M -4,633 -81%
WA
2624
WPG Advisers
Maryland
$564K +$564K +1,115 New
FWP
2625
Forefront Wealth Partners
Texas
$563K +$563K +1,114 New