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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 %
LPAM
3276
Lodestar Private Asset Management
California
$245K -$30.9K -61 -11%
WWA
3277
Wealth Watch Advisors
Colorado
$244K +$244K +503 New
KCIC
3278
Kuhn & Co Investment Counsel
Illinois
$244K
LC
3279
LCNB Corp
Ohio
$244K +$10.6K +21 +5%
GA
3280
Greenspring Advisors
Maryland
$244K -$30.4K -60 -11%
QP
3281
Quartz Partners
New York
$244K +$25.3K +50 +12%
WWM
3282
Wiser Wealth Management
Georgia
$244K +$30.9K +61 +14%
HPA
3283
High Probability Advisors
New York
$243K -$12.6K -25 -5%
WSA
3284
Warm Springs Advisors
California
$243K +$243K +481 New
SBWIC
3285
Schaper Benz & Wise Investment Counsel
Wisconsin
$243K -$103K -204 -30%
HWM
3286
Hobbs Wealth Management
Indiana
$243K +$243K +480 New
VAG
3287
VisionPoint Advisory Group
Texas
$243K -$51.5K -102 -17%
RIM
3288
RW Investment Management
Idaho
$241K -$19.2K -38 -7%
AWM
3289
Accel Wealth Management
Iowa
$241K -$43K -85 -15%
SIC
3290
SFE Investment Counsel
California
$240K -$45.5K -90 -16%
CWM
3291
Centricity Wealth Management
Ohio
$240K +$240K +475 New
GPW
3292
Genesis Private Wealth
Virginia
$240K +$240K +474 New
NEWAS
3293
N.E.W. Advisory Services
Wisconsin
$240K -$13.7K -27 -5%
WFA
3294
WestHill Financial Advisors
California
$239K -$6.07K -12 -2%
GWM
3295
GK Wealth Management
Nevada
$239K +$239K +472 New
KCFA
3296
Key Client Fiduciary Advisors
New Jersey
$238K -$7.09K -14 -3%
WR
3297
WD Rutherford
Oregon
$238K -$33.9K -67 -12%
W
3298
Wealthquest
Ohio
$238K +$17.2K +34 +8%
EWM
3299
EPG Wealth Management
Georgia
$238K -$14.7K -29 -6%
CA
3300
Capital Advantage
California
$237K +$237K +469 New