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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 %
LWA
3076
Lifelong Wealth Advisors
Minnesota
$317K +$317K +627 New
SFM
3077
Signet Financial Management
New Jersey
$317K -$48.1K -95 -13%
WAM
3078
Walker Asset Management
Missouri
$317K -$97.2K -192 -23%
SN
3079
Sittner & Nelson
Oregon
$317K +$1.01K +2 +0.3%
KA
3080
KDT Advisors
New York
$316K +$316K +625 New
ZF
3081
Zhang Financial
Michigan
$316K -$21.2K -42 -6%
CWA
3082
CJM Wealth Advisers
Virginia
$316K
CA
3083
Crumly & Associates
Illinois
$315K -$506 -1 -0.2%
VBWMG
3084
Von Berge Wealth Management Group
California
$313K -$4.91K -9 -2%
BEAM
3085
Baker Ellis Asset Management
Washington
$313K -$58.2K -115 -16%
EWM
3086
Endowment Wealth Management
Wisconsin
$313K -$5.06K -10 -2%
OCPWS
3087
One Charles Private Wealth Services
Massachusetts
$313K +$13.2K +26 +4%
GC
3088
Garde Capital
Washington
$312K +$45.6K +90 +17%
HC
3089
Hamilton Capital
Ohio
$312K +$22.3K +44 +8%
GSC
3090
Ground Swell Capital
South Carolina
$311K +$122K +241 +65%
FFA
3091
Frazier Financial Advisors
Ohio
$310K -$3.56K -7 -1%
DF
3092
Dunhill Financial
United Kingdom
$310K +$98.1K +194 +46%
LIA
3093
LBMC Investment Advisors
Tennessee
$310K -$17.7K -35 -5%
EPA
3094
Element Pointe Advisors
Florida
$310K
NOI
3095
Newton One Investments
Delaware
$309K -$31.9K -63 -9%
OFS
3096
Oldfather Financial Services
Nebraska
$309K -$8.09K -16 -3%
1WM
3097
1858 Wealth Management
Ohio
$309K +$18.7K +37 +6%
CJL
3098
Cyrus J. Lawrence
New York
$309K +$15.2K +30 +5%
XWM
3099
Xcel Wealth Management
Florida
$309K
CFAM
3100
Center For Asset Management
Florida
$308K +$97.1K +192 +46%