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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 %
MWA
2951
Muirfield Wealth Advisors
North Carolina
$373K +$152K +300 +69%
VCP
2952
Vista Capital Partners
Oregon
$373K +$60.2K +119 +19%
RDFA
2953
Ritter Daniher Financial Advisory
Ohio
$372K -$3.54K -7 -0.9%
BSSFA
2954
Baron Silver Stevens Financial Advisors
Florida
$372K
WF
2955
Wayfinding Financial
Washington
$371K +$371K +734 New
BAM
2956
Byrne Asset Management
New Jersey
$371K -$460K -787 Closed
FDP
2957
Financiere des Professionnels
Quebec, Canada
$371K -$22.8K -45 -6%
TA
2958
Tectonic Advisors
Texas
$370K -$216K -427 -37%
BO
2959
Bank OZK
Arkansas
$370K -$61.2K -121 -14%
WDG
2960
Wealth Dimensions Group
Ohio
$369K +$43K +85 +13%
RFA
2961
RTD Financial Advisors
Pennsylvania
$368K -$8.09K -16 -2%
BWA
2962
BlueSky Wealth Advisors
North Carolina
$368K
CFP
2963
Curran Financial Partners
South Carolina
$368K +$72.4K +143 +24%
WFAG
2964
Worth Financial Advisory Group
North Carolina
$367K -$1.52K -3 -0.4%
OBGC
2965
O'Brien Greene & Co
Pennsylvania
$366K +$30.9K +61 +9%
LSA
2966
Lion Street Advisors
Texas
$365K -$111K -219 -23%
IPWA
2967
International Private Wealth Advisors
California
$365K +$44.5K +88 +14%
FUBT
2968
First United Bank & Trust
Maryland
$364K -$5.06K -10 -1%
PTC
2969
Philadelphia Trust Company
Pennsylvania
$364K -$117K -231 -24%
CNC
2970
Citizens & Northern Corp
Pennsylvania
$364K
BTWM
2971
Brass Tax Wealth Management
Ohio
$362K +$21.3K +42 +6%
LWM
2972
Lionshead Wealth Management
New York
$361K +$361K +714 New
MEG
2973
Millstone Evans Group
Colorado
$360K +$360K +712 New
BMC
2974
Benin Management Corp
Connecticut
$359K -$55.1K -109 -13%
BST
2975
Bath Savings Trust
Maine
$359K