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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 %
AWM
3326
Aberdeen Wealth Management
Illinois
$230K
MA
3327
MBA Advisors
Pennsylvania
$230K -$63.2K -125 -22%
GWA
3328
Gutierrez Wealth Advisory
Arkansas
$230K +$230K +454 New
FCA
3329
Fortis Capital Advisors
Kansas
$230K -$26.6K -45 -10%
DWP
3330
Destiny Wealth Partners
Florida
$229K +$1.01K +2 +0.4%
SIAP
3331
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K +$228K +451 New
PWM
3332
Purus Wealth Management
California
$228K
SGAM
3333
Smith Group Asset Management
Texas
$228K
AC
3334
AWM Capital
Arizona
$227K +$32.9K +65 +17%
WCG
3335
Weaver Consulting Group
California
$227K -$2.53K -5 -1%
HH
3336
HWG Holdings
Texas
$227K
OSNBOA
3337
Old Second National Bank of Aurora
Illinois
$227K +$2.02K +4 +0.9%
DBRC
3338
D.B. Root & Company
Pennsylvania
$226K -$251K -496 -53%
2L
3339
25 LLC
Missouri
$226K +$4.55K +9 +2%
BBA
3340
BLB&B Advisors
Pennsylvania
$226K +$7.08K +14 +3%
POIA
3341
Pin Oak Investment Advisors
Texas
$226K
GPW
3342
Gray Private Wealth
Massachusetts
$225K -$8.6K -17 -4%
KPWG
3343
KFA Private Wealth Group
Virginia
$225K +$7.59K +15 +3%
WF
3344
Whelan Financial
California
$225K +$225K +445 New
SWM
3345
Shakespeare Wealth Management
Wisconsin
$225K +$4.55K +9 +2%
NPI
3346
New Perspectives Inc
Mississippi
$225K
NAM
3347
NTV Asset Management
West Virginia
$224K +$24.3K +48 +12%
SAM
3348
Sherman Asset Management
California
$224K +$224K +442 New
APWM
3349
Anchor Pointe Wealth Management
Missouri
$223K +$223K +440 New
NWA
3350
New World Advisors
Massachusetts
$223K -$122K -242 -35%