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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 %
MWP
2801
Meridian Wealth Partners
Pennsylvania
$442K +$3.03K +6 +0.7%
JE
2802
JMAC Enterprises
Pennsylvania
$442K +$25.8K +51 +6%
WAM
2803
Worth Asset Management
Texas
$442K -$271K -535 -38%
AWG
2804
Altus Wealth Group
Colorado
$441K -$18.7K -37 -4%
FTA
2805
Financial & Tax Architects
Missouri
$441K +$1.52K +3 +0.3%
CTWM
2806
Cherry Tree Wealth Management
Minnesota
$440K +$28.3K +56 +7%
ACM
2807
AlphaStar Capital Management
North Carolina
$440K +$87K +172 +25%
MBI
2808
May Barnhard Investments
Maryland
$440K -$169K -333 -28%
CB
2809
Centennial Bank
Arkansas
$440K
LODC
2810
Lanham O'Dell & Company
West Virginia
$440K
SSC
2811
Syverson Strege & Co
Iowa
$439K +$104K +206 +31%
OFW
2812
Omnia Family Wealth
Florida
$439K -$13.7K -27 -3%
FVWA
2813
Foster Victor Wealth Advisors
South Carolina
$438K -$20.4K -40 -4%
LL
2814
LPWM LLC
Minnesota
$438K +$196K +387 +81%
WI
2815
Westbourne Investments
Virginia
$438K +$438K +865 New
MWM
2816
Maripau Wealth Management
Indiana
$436K +$436K +861 New
OAS
2817
Optivise Advisory Services
Tennessee
$436K -$14.2K -28 -3%
HWM
2818
Horizon Wealth Management
Illinois
$434K +$506 +1 +0.1%
TCM
2819
Traynor Capital Management
Pennsylvania
$434K -$96.6K -191 -18%
JWS
2820
Juncture Wealth Strategies
Arizona
$434K +$2.02K +4 +0.5%
FCIM
2821
Fairview Capital Investment Management
California
$433K
BWM
2822
BlackDiamond Wealth Management
New York
$433K +$3.04K +6 +0.7%
WWG
2823
West Wealth Group
California
$433K +$5.06K +10 +1%
PPW
2824
Pasadena Private Wealth
California
$432K +$2.02K +4 +0.5%
WCFA
2825
Walkner Condon Financial Advisors
Wisconsin
$432K +$6.58K +13 +2%