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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 %
AFG
2701
Allegheny Financial Group
Pennsylvania
$510K -$10.1K -20 -2%
Winslow Capital Management
2702
Winslow Capital Management
Minnesota
$510K -$133K -263 -21%
FCM
2703
Fogel Capital Management
Florida
$510K
TW
2704
Traveka Wealth
California
$510K -$8.6K -17 -2%
RF
2705
Rossby Financial
Florida
$510K +$510K +1,008 New
WA
2706
Waddell & Associates
Tennessee
$510K +$1.52K +3 +0.3%
CFS
2707
Commonwealth Financial Services
West Virginia
$508K +$106K +209 +26%
EWP
2708
Elevation Wealth Partners
California
$507K +$2.02K +4 +0.4%
TWP
2709
Tempus Wealth Planning
California
$507K +$71.3K +141 +16%
HCA
2710
Heck Capital Advisors
Wisconsin
$507K -$2.02K -4 -0.4%
IIM
2711
Intact Investment Management
Quebec, Canada
$506K -$253K -500 -33%
PW
2712
PUREfi Wealth
Massachusetts
$504K +$504K +997 New
M
2713
MATAURO
New York
$503K +$503K +994 New
BGAI
2714
Bruce G. Allen Investments
Colorado
$503K +$5.06K +10 +1%
IFPG
2715
Intrepid Financial Planning Group
Indiana
$502K -$101K -200 -17%
CC
2716
Chicago Capital
Illinois
$502K -$1.01K -2 -0.2%
NWWA
2717
New Wave Wealth Advisors
Arkansas
$502K -$37.9K -75 -7%
EWS
2718
Evergreen Wealth Solutions
Pennsylvania
$501K +$38.4K +76 +8%
FFG
2719
Fortress Financial Group
Minnesota
$499K +$499K +987 New
PA
2720
Persium Advisors
Georgia
$499K +$499K +986 New
LF
2721
Lantz Financial
Illinois
$498K -$52.6K -104 -10%
PKC
2722
Palmer Knight Company
Florida
$498K
OPA
2723
Old Port Advisors
Maine
$497K +$3.04K +6 +0.6%
AF
2724
Aldebaran Financial
$497K
FA
2725
FDx Advisors
Illinois
$496K -$101K -199 -17%