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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 %
AAS
3151
AdviceOne Advisory Services
Connecticut
$286K +$286K +566 New
OAM
3152
Oxford Asset Management
United Kingdom
$286K +$286K +566 New
LAM
3153
Lakewood Asset Management
Illinois
$286K +$1.01K +2 +0.4%
RFG
3154
Range Financial Group
Oregon
$285K +$285K +563 New
FFWM
3155
Future Financial Wealth Management
Ohio
$284K -$253K -500 -47%
WI
3156
Wedgewood Investors
Pennsylvania
$284K
FWM
3157
Forza Wealth Management
Florida
$283K -$65.8K -130 -19%
LFGO
3158
Legacy Financial Group (Oklahoma)
Oklahoma
$283K -$9.61K -19 -3%
AA
3159
Armis Advisers
Georgia
$282K +$282K +558 New
GCM
3160
G2 Capital Management
Ohio
$282K +$1.01K +2 +0.4%
PFWA
3161
Paces Ferry Wealth Advisors
Georgia
$282K -$2.02K -4 -0.7%
PA
3162
PSI Advisors
Florida
$282K +$114K +226 +68%
CWA
3163
Clarity Wealth Advisors
California
$281K -$12.6K -25 -4%
CM
3164
Crestline Management
Texas
$281K -$456K -902 -62%
BHBT
3165
Burke & Herbert Bank & Trust
Virginia
$281K
FFG
3166
First Financial Group
North Carolina
$281K +$281K +556 New
KAM
3167
Kraft Asset Management
Tennessee
$281K -$5.43K -10 -2%
BIA
3168
Barry Investment Advisors
Massachusetts
$281K +$1.52K +3 +0.5%
WCP
3169
Wick Capital Partners
Pennsylvania
$280K +$37.4K +74 +15%
CCA
3170
Carrera Capital Advisors
Michigan
$280K +$23.8K +47 +9%
RBWA
3171
RFG - Bristol Wealth Advisors
Massachusetts
$279K +$279K +552 New
MAM
3172
Mainsail Asset Management
Alabama
$278K
MWM
3173
Magnolia Wealth Management
Alabama
$278K
RFA
3174
Rollins Financial Advisors
New York
$278K -$24.3K -48 -8%
FWM
3175
Foguth Wealth Management
Michigan
$277K +$60.1K +113 +28%