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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 %
CWA
3251
CM Wealth Advisors
Ohio
$253K
PPC
3252
Pennington Partners & Co
Maryland
$253K +$253K +500 New
PIA
3253
Prakash Investment Advisors
Massachusetts
$253K +$253K +500 New
GCIA
3254
Gabelli & Co Investment Advisers
New York
$253K +$253K +500 New
MIM
3255
Macroview Investment Management
Maryland
$253K +$253K +500 New
BWA
3256
Brave Warrior Advisors
New York
$252K
ACA
3257
Affinity Capital Advisors
California
$252K +$8.75K +17 +4%
BIA
3258
Bell Investment Advisors
California
$252K +$6.58K +13 +3%
LWMT
3259
Legacy Wealth Management (Tennessee)
Tennessee
$251K -$26.8K -53 -10%
KWS
3260
Keystone Wealth Services
California
$251K -$30.9K -61 -11%
JA
3261
JVL Associates
Michigan
$251K +$2.02K +4 +0.8%
IDA
3262
Intelligence Driven Advisers
California
$251K +$22.3K +44 +10%
LRIA
3263
Leonard Rickey Investment Advisors
Washington
$251K +$18.7K +37 +8%
PIAS
3264
PCA Investment Advisory Services
Ohio
$250K +$2.53K +5 +1%
CF
3265
Convergence Financial
Missouri
$250K -$29.9K -59 -11%
FA
3266
Fountainhead AM
New Jersey
$249K +$43K +85 +21%
HWM
3267
Howard Wealth Management
Connecticut
$249K -$52.7K -104 -17%
MF
3268
Manchester Financial
California
$248K
CP
3269
Capital Planning
Washington
$248K +$40K +79 +19%
CPC
3270
CFC Planning Company
Indiana
$248K +$248K +491 New
NAMNJ
3271
NorthStar Asset Management (New Jersey)
New Jersey
$248K +$505 +1 +0.2%
PW
3272
Potentia Wealth
California
$248K +$248K +490 New
CGFA
3273
Colton Groome Financial Advisors
North Carolina
$246K +$44K +87 +22%
PFG
3274
Prospect Financial Group
Virginia
$246K +$246K +486 New
FP
3275
Foundry Partners
Minnesota
$245K