UNH icon

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 %
T
3201
Transce3nd
Texas
$270K +$270K +533 New
SCM
3202
Saxony Capital Management
Missouri
$269K -$1.01K -2 -0.4%
WI
3203
Wintrust Investments
Illinois
$269K -$22.2K -44 -8%
CCM
3204
Crew Capital Management
Ohio
$269K
OWP
3205
ORG Wealth Partners
Texas
$268K -$125K -246 -32%
EIA
3206
Edgemoor Investment Advisors
Maryland
$268K -$5.56K -11 -2%
IAG
3207
Investment Advisory Group
Massachusetts
$268K +$8.61K +17 +3%
VCM
3208
Verde Capital Management
Michigan
$268K -$83.5K -165 -24%
AA
3209
Alesco Advisors
New York
$268K -$12.6K -25 -5%
HCM
3210
Hillman Capital Management
Maryland
$268K +$29.3K +58 +12%
BBP
3211
Banco BTG Pactual
Brazil
$266K -$253K -502 -49%
LF
3212
LifeSteps Financial
California
$266K
RC
3213
Rovin Capital
Arizona
$266K +$59.7K +118 +29%
SL
3214
Sentry LLC
Tennessee
$266K
PCA
3215
Peddock Capital Advisors
Massachusetts
$265K
HFRG
3216
Houlihan Financial Resource Group
Virginia
$265K
HIS
3217
Harvest Investment Services
Illinois
$264K +$47K +93 +22%
MWP
3218
Meriwether Wealth & Planning
Louisiana
$264K +$264K +522 New
BFS
3219
Burr Financial Services
California
$263K -$267K -527 -50%
DFG
3220
Dynamic Financial Group
Iowa
$263K +$263K +520 New
GWM
3221
GSB Wealth Management
Connecticut
$262K +$3.04K +6 +1%
ES
3222
Eagle Strategies
New York
$261K +$4.05K +8 +2%
CWP
3223
Curated Wealth Partners
California
$260K +$2.02K +4 +0.8%
HKIMG
3224
Hutchens & Kramer Investment Management Group
Indiana
$260K -$23.8K -47 -8%
PPWM
3225
Perissos Private Wealth Management
Oklahoma
$259K +$259K +512 New