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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 %
OKSA
3401
O'Keefe Stevens Advisory
New York
$202K -$2.02K -4 -1%
HCM
3402
Hutner Capital Management
Vermont
$202K
ACA
3403
Ascension Capital Advisors
Texas
$202K
HG
3404
Harbor Group
New Hampshire
$202K +$505 +1 +0.3%
AWA
3405
Acorn Wealth Advisors
Michigan
$202K +$1.01K +2 +0.5%
VW
3406
Vance Wealth
California
$201K +$8.6K +17 +4%
DCBT
3407
Dakota Community Bank & Trust
North Dakota
$201K +$32.9K +65 +20%
FFWA
3408
Forthright Family Wealth Advisory
Texas
$201K -$22.3K -44 -10%
LWM
3409
Lakeridge Wealth Management
Ohio
$201K +$506 +1 +0.3%
BWM
3410
BankPlus Wealth Management
Mississippi
$201K +$201K +397 New
PCFFS
3411
Pacific Center for Financial Services
California
$200K -$25.3K -50 -11%
FA
3412
Fedenia Advisers
Wisconsin
$200K +$200K +395 New
TFGT
3413
TS Financial Group (TSFG)
Illinois
$197K -$30.4K -60 -13%
FCMT
3414
Founders Capital Management (Texas)
Texas
$190K
FCT
3415
First Community Trust
Iowa
$189K
KFP
3416
Keener Financial Planning
Texas
$188K
MSWM
3417
Mowery & Schoenfeld Wealth Management
Illinois
$185K +$36.9K +73 +25%
PS
3418
Pinney & Scofield
Massachusetts
$182K +$182K +359 New
FWA
3419
FSC Wealth Advisors
New York
$178K -$59.7K -118 -25%
PWMG
3420
Private Wealth Management Group
New Jersey
$177K +$8.6K +17 +5%
IWM
3421
IMG Wealth Management
Florida
$177K +$177K +349 New
ME
3422
McIlrath & Eck
Washington
$173K -$149K -294 -46%
AP
3423
Aspect Partners
Virginia
$167K +$6.07K +12 +4%
HWM
3424
HighMark Wealth Management
Minnesota
$165K +$5.06K +10 +3%
BWAM
3425
Boyd Watterson Asset Management
Ohio
$161K