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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 %
EA
2926
Emerald Advisors
Washington
$382K +$7.08K +14 +2%
MWA
2927
Motive Wealth Advisors
Michigan
$382K +$55.6K +110 +17%
HC
2928
Hara Capital
Washington
$381K +$191K +377 +100%
SL
2929
Sentinus LLC
Illinois
$381K -$37.5K -74 -9%
AWM
2930
Atticus Wealth Management
Florida
$380K -$21.8K -43 -5%
RMCM
2931
Reynders McVeigh Capital Management
Massachusetts
$380K -$30.3K -60 -7%
GWM
2932
Gray Wealth Management
Maine
$380K
CJ
2933
Caitlin John
Michigan
$380K +$57.1K +113 +18%
LAS
2934
LWM Advisory Services
Florida
$380K -$6.06K -12 -2%
SPWG
2935
Sage Private Wealth Group
Illinois
$379K +$142K +281 +60%
CA
2936
CSM Advisors
Pennsylvania
$379K +$90.3K +179 +31%
CAM
2937
Creekmur Asset Management
Illinois
$379K +$506 +1 +0.1%
AFAS
2938
Acorn Financial Advisory Services
Virginia
$379K -$94.6K -187 -20%
CWMS
2939
Cannon Wealth Management Services
North Carolina
$378K -$90.5K -165 -19%
CWA
2940
Continuum Wealth Advisors
New York
$377K -$13.2K -26 -3%
BFO
2941
Biltmore Family Office
North Carolina
$377K +$5.56K +11 +1%
XPN
2942
XY Planning Network
Montana
$377K +$377K +746 New
LCM
2943
Leisure Capital Management
California
$376K -$1.11M -2,188 -75%
HIM
2944
Hillsdale Investment Management
Ontario, Canada
$376K +$80.9K +160 +27%
GAM
2945
Gemmer Asset Management
California
$375K +$20.2K +40 +6%
EW
2946
Element Wealth
Mississippi
$375K +$2.02K +4 +0.5%
WW
2947
Westshore Wealth
California
$375K
BRM
2948
Boston Research & Management
Massachusetts
$374K
CRWM
2949
Castle Rock Wealth Management
California
$373K -$974K -1,861 -72%
AIA
2950
Arbor Investment Advisors
North Carolina
$373K