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 %
BF
3026
bLong Financial
Tennessee
$337K +$337K +667 New
D
3027
Dentgroup
Louisiana
$336K -$506 -1 -0.2%
C
3028
Covestor
United Kingdom
$336K +$35.9K +71 +12%
TWA
3029
Talisman Wealth Advisors
New Jersey
$336K -$4.05K -8 -1%
AA
3030
Aufman Associates
Pennsylvania
$335K
IA
3031
IMZ Advisory
Florida
$335K +$1.52K +3 +0.5%
LFP
3032
Lakeshore Financial Planning
Michigan
$334K
BBI
3033
Baxter Bros Inc
Connecticut
$334K -$9.11K -18 -3%
DEM
3034
Disciplined Equity Management
Florida
$334K
AA
3035
AJ Advisors
Tennessee
$334K +$13.7K +27 +4%
OCM
3036
Objective Capital Management
Ohio
$334K -$74.9K -148 -18%
OCM
3037
Orion Capital Management
California
$333K -$15.2K -30 -4%
TWM
3038
TCFG Wealth Management
California
$333K
TIM
3039
Tortoise Investment Management
New York
$332K +$23.3K +46 +8%
TFM
3040
TFC Financial Management
Massachusetts
$332K -$11.6K -23 -3%
Cohen & Steers
3041
Cohen & Steers
New York
$332K +$88.1K +174 +36%
TS
3042
TradeWell Securities
Indiana
$332K +$332K +656 New
IFO
3043
Independent Family Office
New York
$331K
IWM
3044
Integris Wealth Management
California
$331K +$85.9K +170 +35%
O3W
3045
Omni 360 Wealth
New Jersey
$331K -$11.6K -23 -3%
LC
3046
Landaas & Company
Wisconsin
$330K
BAWM
3047
Bennett Associates Wealth Management
Pennsylvania
$330K +$118K +233 +56%
CFO
3048
Custos Family Office
Texas
$330K -$1.52K -3 -0.5%
KSWWM
3049
Keyes Stange & Wooten Wealth Management
Florida
$329K -$383K -757 -54%
EAM
3050
Evanson Asset Management
California
$328K