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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 %
OTL
2626
Oak Thistle LLC
New York
$563K +$563K +1,113 New
KOCAA
2627
Knights of Columbus Asset Advisors
Connecticut
$561K -$49.1K -97 -8%
WPW
2628
Watershed Private Wealth
Illinois
$561K -$151K -298 -21%
CAWM
2629
Capital A Wealth Management
Pennsylvania
$559K +$559K +1,105 New
HAM
2630
Hickory Asset Management
Ohio
$559K +$559K +1,105 New
BA
2631
Ballast Advisors
Minnesota
$558K -$74.4K -147 -12%
HCM
2632
Hengehold Capital Management
Ohio
$558K -$72.9K -144 -12%
FCAS
2633
First Command Advisory Services
Texas
$557K -$16.7K -33 -3%
OIC
2634
Orion Investment Company
Missouri
$556K
CFM
2635
Catalyst Funds Management
Australia
$556K +$556K +1,100 New
TWP
2636
Tower Wealth Partners
Pennsylvania
$556K +$31.4K +62 +6%
OPWM
2637
Oxinas Partners Wealth Management
Indiana
$554K -$221K -436 -28%
HWMC
2638
Heritage Wealth Management (California)
California
$554K +$85.5K +169 +18%
DCM
2639
Davis Capital Management
Florida
$553K +$2.02K +4 +0.4%
AWA
2640
Amplius Wealth Advisors
Pennsylvania
$553K +$58.2K +115 +12%
CC
2641
Cornerstone Capital
California
$552K
DWS
2642
Discipline Wealth Solutions
South Carolina
$552K +$69.8K +138 +14%
RRCM
2643
Rappaport Reiches Capital Management
Illinois
$552K +$2.53K +5 +0.5%
GCA
2644
Genesee Capital Advisors
New York
$552K +$51.1K +101 +10%
II
2645
Impact Investors
California
$551K +$551K +1,089 New
3F
2646
360 Financial
Minnesota
$550K +$126K +250 +30%
PFA
2647
Pathway Financial Advisors
Vermont
$550K -$2.53K -5 -0.5%
BFAG
2648
Blackston Financial Advisory Group
Florida
$549K +$62.2K +123 +13%
SP
2649
Successful Portfolios
Florida
$549K +$9.11K +18 +2%
CPC
2650
Congress Park Capital
New York
$549K +$17.7K +35 +3%