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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 %
EWA
3351
ERTS Wealth Advisors
Michigan
$223K -$3.04K -6 -1%
ACM
3352
Academy Capital Management
Texas
$223K
PF
3353
Prosperitas Financial
California
$223K -$2.01M -3,963 -90%
VAM
3354
Verity Asset Management
North Carolina
$223K -$19.8K -50 -8%
ARG
3355
Advisory Resource Group
Oklahoma
$223K +$8.6K +17 +4%
S
3356
SharpePoint
Arizona
$223K +$223K +440 New
WFA
3357
Websterrogers Financial Advisors
South Carolina
$223K +$223K +440 New
SEP
3358
Southland Equity Partners
Missouri
$223K +$223K +440 New
FOR
3359
Family Office Research
Maryland
$221K +$221K +437 New
VFPW
3360
Vantage Financial Partners (Wisconsin)
Wisconsin
$221K -$1.52K -3 -0.7%
LSWP
3361
Liberty Square Wealth Partners
Pennsylvania
$221K +$221K +422 New
Harris Associates
3362
Harris Associates
Illinois
$221K -$25.3K -50 -10%
SFG
3363
Synergy Financial Group
California
$221K +$7.59K +15 +4%
RFP
3364
Roth Financial Partners
Texas
$220K
FFL
3365
Financial Freedom LLC
Ohio
$220K +$505 +1 +0.2%
CCA
3366
Cora Capital Advisors
New Jersey
$219K -$506 -1 -0.2%
SCA
3367
Southern Capital Advisors
Tennessee
$218K -$1.64M -3,242 -88%
JC
3368
Jacobs & Co
California
$217K
DWM
3369
David Wealth Management
Virginia
$217K +$217K +428 New
TWM
3370
TriaGen Wealth Management
California
$217K
LIA
3371
LifePlan Investment Advisors
North Carolina
$217K +$24.8K +49 +13%
LWANC
3372
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K -$29.8K -59 -12%
HL
3373
HeadInvest LLC
Maine
$216K -$20.2K -40 -9%
ACP
3374
Argyle Capital Partners
California
$216K +$216K +427 New
BC
3375
Brio Consultants
California
$216K +$216K +427 New