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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 %
CPG
3426
Cornerstone Planning Group
New Jersey
$161K -$6.52K -12 -4%
WFG
3427
Wormser Freres Gestion
France
$159K +$146K +284 +1,136%
MFG
3428
Mendota Financial Group
Wisconsin
$157K -$1.01K -2 -0.6%
PP
3429
Pingora Partners
Wyoming
$157K -$5.06K -10 -3%
MB
3430
Mizuho Bank
Japan
$157K
NWMP
3431
Noble Wealth Management PBC
Colorado
$155K +$155K +306 New
Q1WB
3432
Quest 10 Wealth Builders
Virginia
$154K +$154K +305 New
BBPWM
3433
Blue Bell Private Wealth Management
Pennsylvania
$154K -$5.06K -10 -3%
IIL
3434
Insight Inv LLC
California
$153K +$76.9K +152 +101%
MAM
3435
Marquette Asset Management
Minnesota
$151K -$444K -878 -75%
SO
3436
Sierra Ocean
California
$147K +$147K +289 New
RWM
3437
Rialto Wealth Management
New York
$142K +$142K +281 New
VIS
3438
Vega Investment Solutions
France
$142K +$142K +281 New
AEPWM
3439
Atlantic Edge Private Wealth Management
Florida
$142K -$42.5K -84 -23%
BCM
3440
Blume Capital Management
California
$139K
FWM
3441
FSA Wealth Management
Massachusetts
$139K
HBT
3442
Hills Bank & Trust
Iowa
$138K +$7.08K +14 +5%
HI
3443
Human Investing
Oregon
$138K +$138K +273 New
TCM
3444
TD Capital Management
Tennessee
$136K +$1.52K +3 +1%
AWM
3445
Abound Wealth Management
Tennessee
$135K +$507 +1 +0.4%
FLP
3446
Financial Life Planners
Arizona
$133K +$133K +264 New
TCM
3447
Tradewinds Capital Management
Washington
$125K +$1.01K +2 +0.8%
1IA
3448
1620 Investment Advisors
Massachusetts
$124K +$124K +245 New
AW
3449
Avion Wealth
Texas
$124K -$1.51K -3 -1%
DPW
3450
DiNuzzo Private Wealth
Pennsylvania
$122K -$506 -1 -0.4%