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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 %
VWWMG
3176
Vermillion & White Wealth Management Group
Pennsylvania
$277K +$75.9K +150 +38%
JBW
3177
Journey Beyond Wealth
Georgia
$277K +$277K +547 New
FCFC
3178
First Citizens Financial Corp
Iowa
$276K -$1.52K -3 -0.5%
PL
3179
Parthenon LLC
Kentucky
$276K +$30.4K +60 +12%
LWP
3180
Laurel Wealth Planning
Minnesota
$276K
BIP
3181
Blue Investment Partners
California
$276K
DP
3182
Dearborn Partners
Illinois
$276K +$21.2K +42 +8%
IAG
3183
Investmark Advisory Group
Connecticut
$275K -$94.6K -187 -26%
ACC
3184
Acorn Creek Capital
Colorado
$275K -$36.4K -72 -12%
CFGA
3185
Cambridge Financial Group (Arizona)
Arizona
$274K
MPCG
3186
Matrix Private Capital Group
New York
$274K
RS
3187
Rakuten Securities
Japan
$274K +$205K +406 +299%
VC
3188
Vicus Capital
Pennsylvania
$274K +$29.4K +58 +12%
RPCONE
3189
Retirement Planning Company of New England
Rhode Island
$274K +$39.5K +78 +17%
EW
3190
Elyxium Wealth
California
$274K -$605K -1,196 -69%
FWM
3191
Focused Wealth Management
New York
$273K -$18.7K -37 -6%
PWM
3192
Puff Wealth Management
New Jersey
$273K +$273K +540 New
PFM
3193
Phillips Financial Management
Indiana
$273K +$26.8K +53 +11%
APW
3194
Acima Private Wealth
Virginia
$272K
VCM
3195
Vision Capital Management
Oregon
$272K +$272K +537 New
CFP
3196
Cypress Financial Planning
New Jersey
$272K -$1.01K -2 -0.4%
FFC
3197
Frederick Financial Consultants
Maryland
$271K +$271K +536 New
OPWM
3198
Oakwell Private Wealth Management
Texas
$271K
SFP
3199
Sandbox Financial Partners
Maryland
$271K +$8.6K +17 +3%
ICA
3200
Infrastructure Capital Advisors
New York
$271K +$57.7K +114 +27%