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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 %
PW
3051
Peninsula Wealth
California
$327K +$15.2K +30 +5%
AC
3052
AlphaCore Capital
California
$327K +$20.7K +41 +7%
USB
3053
Union Savings Bank
Connecticut
$327K
IAA
3054
Ironsides Asset Advisors
North Carolina
$327K
DA
3055
Dash Acquisitions
California
$327K
TFA
3056
Tobias Financial Advisors
Florida
$326K +$24.3K +48 +8%
HHRDM
3057
H&H Retirement Design & Management
Nevada
$326K -$66.2K -142 -17%
FF
3058
Francis Financial
$325K +$105K +302 +48%
TFA
3059
Teamwork Financial Advisors
Texas
$323K +$20.8K +41 +7%
MWM
3060
Mascoma Wealth Management
New Hampshire
$323K -$7.59K -15 -2%
RA
3061
Rise Advisors
New York
$323K -$506 -1 -0.2%
CCA
3062
Cottonwood Capital Advisors
Utah
$323K -$16.2K -32 -5%
SA
3063
Stewardship Advisors
Pennsylvania
$322K +$61.7K +122 +24%
LI
3064
Lafayette Investments
Maryland
$321K -$32.9K -65 -9%
GIP
3065
Greatmark Investment Partners
Georgia
$321K -$10.1K -20 -3%
AWAP
3066
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$320K
4A
3067
4Wealth Advisors
Illinois
$319K +$319K +631 New
WWM
3068
Waterway Wealth Management
Texas
$319K +$30.4K +60 +11%
SC
3069
Stephenson & Company
California
$319K +$1.01K +2 +0.3%
YCG
3070
Yeomans Consulting Group
Georgia
$319K -$17.2K -34 -5%
PCS
3071
Private Client Services
Kentucky
$318K +$1.01K +2 +0.3%
NC
3072
Napatree Capital
Rhode Island
$318K +$45K +89 +16%
TCM
3073
Tuttle Capital Management
Connecticut
$318K +$80.9K +160 +34%
EA
3074
Echo45 Advisors
California
$318K +$19.5K +38 +7%
SWM
3075
Seed Wealth Management
Illinois
$317K