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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 %
WGC
2776
Watts Gwilliam & Co
Arizona
$458K
CAG
2777
Centerpoint Advisory Group
Kansas
$458K +$458K +905 New
RFW
2778
Rainier Family Wealth
Washington
$457K +$457K +904 New
WPWM
2779
Western Pacific Wealth Management
Illinois
$456K +$9.61K +19 +2%
HIIFS
2780
Harel Insurance Investments & Financial Services
Israel
$456K -$2.19M -4,323 -83%
OLA
2781
Oliver Luxxe Assets
New Jersey
$455K +$226K +415 +99%
IWP
2782
Innova Wealth Partners
Pennsylvania
$455K +$455K +900 New
AAMC
2783
Asset Allocation & Management Company
Illinois
$455K +$455K +900 New
SFS
2784
Security Financial Services
Indiana
$454K +$23.8K +47 +6%
MIM
2785
MTM Investment Management
South Carolina
$453K -$57.2K -113 -11%
CIG
2786
Cascade Investment Group
Colorado
$453K -$7.59K -15 -2%
ADMI
2787
Albert D. Mason Inc
Massachusetts
$452K +$1.52K +3 +0.3%
SAM
2788
Satovsky Asset Management
New York
$451K -$5.06K -10 -1%
SFCL
2789
Strengthening Families & Communities LLC
Massachusetts
$451K +$1.52K +3 +0.3%
HDIM
2790
Hanson & Doremus Investment Management
Vermont
$451K +$239K +473 +113%
WWC
2791
Waypoint Wealth Counsel
Georgia
$451K +$4.55K +9 +1%
MWM
2792
Merriman Wealth Management
Washington
$449K +$90.1K +178 +25%
SFS
2793
Sharp Financial Services
Pennsylvania
$447K +$44.5K +88 +11%
ML
2794
Mayport LLC
Massachusetts
$446K -$1.01K -2 -0.2%
LIA
2795
Lynx Investment Advisory
District of Columbia
$445K
TWA
2796
Tandem Wealth Advisors
Arizona
$445K +$23.3K +46 +6%
BWP
2797
Balboa Wealth Partners
Arizona
$445K -$106K -209 -19%
RWA
2798
Rooted Wealth Advisors
Illinois
$444K +$151K +293 +51%
GFA
2799
Gallagher Fiduciary Advisors
Illinois
$443K +$80.5K +159 +22%
CNTOF
2800
Canandaigua National Trust of Florida
New York
$443K +$61.2K +121 +16%