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UnitedHealth

3,631 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
3,631
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 %
LFA
3501
LGT Financial Advisors
Texas
$63.2K +$63.2K +125 New
FDW
3502
Fourth Dimension Wealth
Ohio
$63.2K +$63.2K +125 New
DFA
3503
DHJJ Financial Advisors
Illinois
$63.2K
FCG
3504
Financial Connections Group
California
$63K -$29.7K -59 -32%
RWS
3505
Retirement Wealth Solutions
Wisconsin
$62.4K +$62.4K +120 New
TLA
3506
Tanglewood Legacy Advisors
Texas
$61.7K
BAM
3507
Bellevue Asset Management
Washington
$61.7K
OAJ
3508
Ogorek Anthony Joseph
New York
$61K
RI
3509
Ridgewood Investments
New Jersey
$61K
FIA
3510
FPC Investment Advisory
California
$57.5K +$51.5K +95 +864%
RPA
3511
Redwood Park Advisors
California
$57.2K +$57.2K +113 New
TC
3512
Tacita Capital
Ontario, Canada
$56.7K +$35.4K +70 +167%
VWA
3513
VSM Wealth Advisory
Maryland
$56.2K +$56.2K +111 New
FNWA
3514
Financial Network Wealth Advisors
Utah
$54.6K +$54.6K +108 New
RFG
3515
REAP Financial Group
Texas
$53.8K -$508 -1 -0.9%
SC
3516
Solstein Capital
California
$52.6K
1L
3517
10Elms LLP
Oklahoma
$52.6K +$52.6K +104 New
PCWA
3518
Pacific Capital Wealth Advisors
California
$52.1K -$7.08K -14 -12%
DF
3519
DecisionPoint Financial
Arizona
$51.6K +$31.4K +62 +155%
UOTTAIMCU
3520
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.6K
HWM
3521
Horizons Wealth Management
North Carolina
$50.6K
MDA
3522
Minot DeBlois Advisors
Massachusetts
$50.6K +$50.6K +100 New
FRA
3523
Front Row Advisors
California
$48.6K
BTC
3524
Bank & Trust Company
Illinois
$48.6K
RTL
3525
Red Tortoise LLC
Georgia
$48K +$9.1K +18 +23%