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UnitedHealth

3,630 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, 1,480 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,630
Holders Change
+193
Holders Change %
+5.62%
% 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
1,480
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
3726
RAM Investment Partners
Washington
-$263K -450 Closed
AF
3727
Apollon Financial
South Carolina
-$263K -449 Closed
WFA
3728
Wade Financial Advisory
California
-$253K -433 Closed
PWM
3729
Power Wealth Management
Georgia
-$250K -428 Closed
Betterment LLC
3730
Betterment LLC
New York
-$248K -425 Closed
TFA
3731
TPG Financial Advisors
Oregon
-$248K -424 Closed
TFCP
3732
Twin Focus Capital Partners
Massachusetts
-$247K -422 Closed
SAM
3733
Summit Asset Management
Tennessee
-$244K -418 Closed
TWM
3734
Tanager Wealth Management
United Kingdom
-$244K -417 Closed
NIM
3735
Northeast Investment Management
Massachusetts
-$243K -415 Closed
IWS
3736
Integrity Wealth Solutions
Colorado
-$241K -413 Closed
GAM
3737
GEM Asset Management
Michigan
-$239K -410 Closed
FWMM
3738
Foundation Wealth Management (Missouri)
Missouri
-$239K -408 Closed
PFS
3739
Prospect Financial Services
New York
-$237K -406 Closed
TCMP
3740
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$238K -406 Closed
TFM
3741
Trademark Financial Management
Minnesota
-$237K -405 Closed
HIF
3742
Hill Island Financial
Michigan
-$234K -401 Closed
SF
3743
Safeguard Financial
Wisconsin
-$233K -398 Closed
GRA
3744
Golden Road Advisors
Florida
-$232K -397 Closed
LGW
3745
Leslie Global Wealth
Illinois
-$232K -397 Closed
TFG
3746
Tilson Financial Group
New Jersey
-$230K -393 Closed
MFC
3747
Morris Financial Concepts
South Carolina
-$229K -392 Closed
MPIA
3748
Mountain Pacific Investment Advisers
Idaho
-$228K -390 Closed
AWC
3749
Adamsbrown Wealth Consultants
Kansas
-$228K -390 Closed
AIP
3750
Almanack Investment Partners
Pennsylvania
-$226K -387 Closed