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UnitedHealth

3,629 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, 1,479 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,629
Holders Change
+193
Holders Change %
+5.62%
% of All Funds
48.33%
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
1,479
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
HAC
3776
Harbor Advisory Corp
New Hampshire
-$218K -372 Closed
CPW
3777
Crestmont Private Wealth
Texas
-$217K -371 Closed
BWCS
3778
Beirne Wealth Consulting Services
Connecticut
-$217K -371 Closed
MCM
3779
Morton Capital Management
California
-$215K -368 Closed
UWM
3780
USAdvisors Wealth Management
Minnesota
-$213K -367 Closed
CWM
3781
Cabot Wealth Management
Massachusetts
-$215K -367 Closed
GHAM
3782
Gilman Hill Asset Management
Connecticut
-$215K -367 Closed
NJBEST
3783
New Jersey Better Educational Savings Trust
New Jersey
-$214K -366 Closed
AOWM
3784
Alpha Omega Wealth Management
Virginia
-$213K -365 Closed
LAM
3785
Lifestyle Asset Management
Texas
-$212K -362 Closed
SM
3786
Sensible Money
Arizona
-$210K -359 Closed
FS
3787
Financial Symmetry
North Carolina
-$208K -357 Closed
VI
3788
VanderPol Investments
Michigan
-$208K -356 Closed
MIC
3789
Meridian Investment Counsel
California
-$208K -356 Closed
ACM
3790
AUA Capital Management
Pennsylvania
-$208K -355 Closed
LRWA
3791
Long Run Wealth Advisors
New York
-$208K -355 Closed
FWP
3792
Falcon Wealth Planning
California
-$207K -354 Closed
CPP
3793
Capasso Planning Partners
South Carolina
-$206K -353 Closed
TCM
3794
Triumph Capital Management
Colorado
-$206K -353 Closed
DW
3795
Dodds Wealth
Colorado
-$211K -352 Closed
SDJVC
3796
St. Denis J. Villere & Co
Louisiana
-$205K -351 Closed
WCWM
3797
Wooster Corthell Wealth Management
Connecticut
-$205K -350 Closed
CICI
3798
Capital Investment Counsel Inc
North Carolina
-$204K -349 Closed
SC
3799
Saiph Capital
New Jersey
-$204K -349 Closed
CCP
3800
Clarkston Capital Partners
Michigan
-$203K -348 Closed