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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 %
VWM
3476
Vermillion Wealth Management
Minnesota
$90.1K +$90.1K +178 New
BHWM
3477
Beaird Harris Wealth Management
Texas
$88.5K -$56.7K -112 -39%
CMP
3478
Coston McIsaac & Partners
Maine
$86K
KWAG
3479
Kiely Wealth Advisory Group
North Carolina
$85.3K
EPW
3480
Evergreen Private Wealth
Colorado
$84K
BHWM
3481
Bay Harbor Wealth Management
Maryland
$81.9K +$4.05K +8 +5%
QL
3482
Quarry LP
New York
$80.9K +$80.9K +160 New
HGERS
3483
Householder Group Estate & Retirement Specialist
Arizona
$80K -$1.03M -2,042 -93%
WWA
3484
Wingate Wealth Advisors
Massachusetts
$79.4K +$79.4K +157 New
JEST
3485
JTC Employer Solutions Trustee
Jersey
$77K
YAL
3486
Your Advocates Ltd
Texas
$75.9K -$74.9K -148 -50%
CWM
3487
Compass Wealth Management
Connecticut
$75.9K
HC
3488
Hoese & Co
Minnesota
$75.9K
NMG
3489
New Millennium Group
Utah
$75.8K +$7.58K +15 +11%
CPA
3490
Compass Planning Associates
Massachusetts
$74.5K +$74.5K +147 New
RBC
3491
Roble Belko & Company
Pennsylvania
$74K
CCMI
3492
Creative Capital Management Investments
California
$73.9K -$7.08K -14 -9%
WTFG
3493
Wood Tarver Financial Group
Idaho
$73K +$73K +145 New
TWD
3494
True Wealth Design
Ohio
$71.7K -$32.8K -65 -31%
RCA
3495
Runnymede Capital Advisors
Ohio
$69.8K +$69.8K +138 New
KC
3496
Knuff & Co
California
$68.3K +$68.3K +135 New
TCM
3497
TruNorth Capital Management
Michigan
$67.8K -$3.54K -7 -5%
LWA
3498
Lowe Wealth Advisors
Maryland
$67.6K +$13.1K +26 +24%
PPA
3499
Painted Porch Advisors
California
$66.8K -$6.58K -13 -9%
GWM
3500
Guardian Wealth Management
Illinois
$65.9K +$507 +1 +0.8%