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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 %
MTC
3101
McDaniel Terry & Co
Texas
$308K
KBFS
3102
Kohmann Bosshard Financial Services
Ohio
$308K
WA
3103
WBH Advisory
Maryland
$307K +$85K +168 +38%
CIA
3104
Compass Ion Advisors
Pennsylvania
$307K +$2.53K +5 +0.8%
TMWM
3105
Taylor & Morgan Wealth Management
Michigan
$307K -$72.3K -143 -19%
HA
3106
Helium Advisors
Washington
$306K +$306K +605 New
CCM
3107
Coerente Capital Management
Ontario, Canada
$306K
SGWM
3108
Sterling Group Wealth Management
California
$306K
SWM
3109
SK Wealth Management
Rhode Island
$304K
HGA
3110
Hobbs Group Advisors
South Carolina
$302K -$54.1K -107 -15%
NG
3111
Northstar Group
New York
$301K +$6.58K +13 +2%
TC
3112
Truvestments Capital
Florida
$301K +$2.03K +4 +0.7%
OPTFSNA
3113
Old Point Trust & Financial Services N A
Virginia
$301K
CAWM
3114
Capital Advisors Wealth Management
Washington
$301K +$55.2K +109 +22%
SFC
3115
Strategic Financial Concepts
Texas
$300K +$79.4K +157 +36%
PMG
3116
ProVise Management Group
Florida
$300K -$82.4K -163 -22%
WJA
3117
Willis Johnson & Associates
Texas
$300K -$19.7K -39 -6%
NWM
3118
Northwest Wealth Management
Iowa
$299K -$83K -164 -22%
MIFH
3119
Migdal Insurance & Financial Holdings
Israel
$299K -$222K -438 -43%
VWM
3120
Vigilare Wealth Management
Arizona
$298K -$382K -755 -56%
FSA
3121
Fort Sheridan Advisors
Illinois
$298K
HFS
3122
Hopwood Financial Services
Virginia
$298K +$298K +589 New
SIC
3123
SJS Investment Consulting
Ohio
$297K -$35.4K -70 -11%
CG
3124
Cynosure Group
Utah
$297K -$157K -310 -35%
BMM
3125
Berkshire Money Management
Massachusetts
$296K +$296K +586 New