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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 %
EC
3226
Eaton-Cambridge
Arizona
$259K +$9.11K +18 +4%
DWA
3227
Dougherty Wealth Advisers
Minnesota
$258K
WCM
3228
Wealthcare Capital Management
Virginia
$258K +$5.56K +11 +2%
S
3229
Sachetta
Massachusetts
$258K -$13.6K -27 -5%
WCWM
3230
Willow Creek Wealth Management
California
$257K +$506 +1 +0.2%
HFS
3231
Horizon Financial Services
North Carolina
$257K
PBC
3232
Pavion Blue Capital
California
$257K
VIPI
3233
Vista Investment Partners II
Indiana
$257K +$257K +508 New
JTWM
3234
Jackson Thornton Wealth Management
Alabama
$256K +$56.2K +111 +28%
TA
3235
TruWealth Advisors
Louisiana
$256K -$29.4K -58 -10%
GC
3236
GFG Capital
Florida
$256K -$52.6K -104 -17%
UBV
3237
United Bank (Virginia)
Virginia
$256K -$15.2K -30 -6%
TFG
3238
Team Financial Group
California
$256K +$506 +1 +0.2%
LTI
3239
Laffer Tengler Investments
Tennessee
$255K -$102K -202 -29%
TFG
3240
Taylor Financial Group
Virginia
$255K
HIW
3241
Holos Integrated Wealth
Pennsylvania
$255K +$255K +505 New
WBG
3242
Wharton Business Group
Pennsylvania
$255K
SAMT
3243
Select Asset Management & Trust
Pennsylvania
$255K
MA
3244
MAS Advisors
Florida
$255K -$2.53K -5 -1%
MF
3245
Meridian Financial
Massachusetts
$254K -$40.5K -80 -14%
CWM
3246
Campbell Wealth Management
Virginia
$254K +$55.2K +109 +28%
OWM
3247
Orgel Wealth Management
Wisconsin
$253K +$3.04K +6 +1%
AGP
3248
Autumn Glory Partners
Texas
$253K -$358K -707 -59%
NSEDCP
3249
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
SM
3250
Samjo Management
New York
$253K