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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 %
DWM
2901
DecisionMap Wealth Management
Virginia
$395K +$395K +781 New
PCMC
2902
Private Capital Management (Colorado)
Colorado
$395K +$2.02K +4 +0.5%
PM
2903
Parametrica Management
Hong Kong
$393K +$393K +777 New
AP
2904
Atwood & Palmer
Missouri
$392K +$5.06K +10 +1%
BL
2905
Balentine LLC
Georgia
$392K
SFS
2906
Symphony Financial Services
Ohio
$390K -$132K -261 -25%
CST
2907
Charles Schwab Trust
Nevada
$390K +$50.1K +99 +15%
NFP
2908
Narus Financial Partners
Utah
$390K +$24.3K +48 +7%
BFA
2909
Bill Few Associates
Pennsylvania
$389K -$126K -250 -25%
IAMOG
2910
Investors Asset Management of Georgia
Georgia
$389K
MS
2911
Maven Securities
Jersey
$389K -$461K -912 -54%
SFC
2912
Swisher Financial Concepts
Ohio
$389K -$291K -575 -43%
LSA
2913
Lansing Street Advisors
Pennsylvania
$388K +$13.7K +27 +4%
FM
2914
Family Management
New York
$387K -$7.08K -14 -2%
RCG
2915
Regatta Capital Group
California
$386K -$9.1K -18 -2%
MGAM
2916
McGowan Group Asset Management
Texas
$386K -$74.3K -147 -16%
1WA
2917
180 Wealth Advisors
Washington
$386K -$692K -1,367 -64%
BMA
2918
Brooks Moore & Associates
Tennessee
$385K
RLIM
2919
Red Lighthouse Investment Management
New York
$385K +$506 +1 +0.1%
SAA
2920
Southeast Asset Advisors
Georgia
$384K +$46K +91 +14%
AA
2921
Apriem Advisors
California
$384K +$384K +759 New
MSA
2922
Marino Stram & Associates
Massachusetts
$383K +$16.2K +32 +4%
RWA
2923
Redhawk Wealth Advisors
Minnesota
$383K -$58.7K -116 -13%
T
2924
Tidemark
California
$383K -$56.1K -111 -13%
MAG
2925
M3 Advisory Group
Massachusetts
$383K -$130K -256 -25%