UNH icon

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 %
WSWA
2851
Warren Street Wealth Advisors
California
$420K -$84.5K -167 -17%
FPW
2852
Fairvoy Private Wealth
Alabama
$420K +$420K +831 New
BMC
2853
Beaton Management Company
Massachusetts
$420K
FFA
2854
Fi3 Financial Advisors
Indiana
$419K -$30.4K -60 -7%
VC
2855
Veery Capital
Delaware
$419K +$5.06K +10 +1%
CWM
2856
Cherrydale Wealth Management
New Jersey
$419K +$4.55K +9 +1%
FC
2857
Financial Council
Maryland
$418K
MSRI
2858
Michael S. Ryan Inc
New York
$418K +$34.4K +68 +9%
CWA
2859
Centennial Wealth Advisory
Michigan
$418K +$5.06K +10 +1%
WPC
2860
White Pine Capital
Minnesota
$417K -$402K -794 -49%
CHA
2861
Cooper/Haims Advisors
New York
$415K -$20.2K -40 -5%
MWM
2862
MinichMacGregor Wealth Management
New York
$415K -$112K -222 -21%
BWP
2863
Bernardo Wealth Planning
Pennsylvania
$414K +$6.77K +13 +2%
TF
2864
Trek Financial
Arizona
$414K -$35.9K -71 -8%
FFG
2865
Fortem Financial Group
California
$414K +$59.2K +117 +17%
VIP
2866
Vista Investment Partners
Oklahoma
$413K -$54.6K -108 -12%
SDAM
2867
Shulman DeMeo Asset Management
New York
$412K +$4.05K +8 +1%
SFG
2868
Seamount Financial Group
Colorado
$412K -$16.7K -33 -4%
ITIM
2869
Indiana Trust & Investment Management
Indiana
$412K +$9.11K +18 +2%
LW
2870
Linscomb Wealth
Texas
$411K -$58.2K -115 -12%
AG
2871
AmeriFlex Group
Nevada
$411K +$411K +757 New
TC
2872
Trilogy Capital
California
$410K -$23.3K -46 -5%
BAS
2873
Breakthru Advisory Services
Wisconsin
$410K +$410K +811 New
BWA
2874
BlueChip Wealth Advisors
Georgia
$410K +$9.11K +18 +2%
CM
2875
Capula Management
Cayman Islands
$410K +$410K +810 New