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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 %
LFS
3126
Legacy Financial Strategies
Kansas
$296K -$10.1K -20 -3%
HCMG
3127
Howard Capital Management Group
California
$295K
TWM
3128
Triton Wealth Management
Arizona
$295K +$23.9K +40 +9%
JC
3129
JBGlobal.com
New York
$294K +$294K +582 New
OW
3130
Olistico Wealth
Oklahoma
$293K -$14.2K -28 -5%
BCM
3131
BluePath Capital Management
Georgia
$293K -$736K -1,359 -72%
C1AG
3132
Client 1st Advisory Group
Florida
$292K -$16.2K -32 -5%
VFG
3133
V2 Financial group
Illinois
$292K
LIM
3134
Lathrop Investment Management
Arkansas
$292K +$292K +577 New
MKC
3135
M. Kraus & Co
Vermont
$292K -$8.09K -16 -3%
RBFC
3136
Roman Butler Fullerton & Co
Missouri
$292K -$286K -527 -50%
CAM
3137
Clark Asset Management
New Hampshire
$292K +$15.7K +31 +6%
AFS
3138
Axiom Financial Strategies
Indiana
$291K +$10.1K +20 +4%
WC
3139
Woodstock Corp
Massachusetts
$290K -$5.06K -10 -2%
ICM
3140
Intrepid Capital Management
Florida
$289K +$22.3K +44 +8%
HWA
3141
Heartwood Wealth Advisors
Virginia
$289K -$12.1K -24 -4%
KCP
3142
Kera Capital Partners
California
$289K +$289K +572 New
DWM
3143
Destination Wealth Management
California
$287K +$32.4K +64 +13%
WIM
3144
Warwick Investment Management
Texas
$287K -$17.2K -34 -6%
PA
3145
Promethium Advisors
Maryland
$287K -$10.1K -20 -3%
LI
3146
LVZ Inc
Michigan
$287K
AIM
3147
Aspen Investment Management
Michigan
$287K
SFO
3148
Standard Family Office
South Dakota
$287K
ELM
3149
Elite Life Management
Florida
$287K +$1.52K +3 +0.5%
FPW
3150
Flywheel Private Wealth
California
$287K +$287K +567 New