UNH icon

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 %
MAG
3801
Mayfair Advisory Group
Alabama
-$203K -344 Closed
PWP
3802
Perfromance Wealth Partners
Illinois
-$201K -343 Closed
NFA
3803
Northwest Financial Advisors
Virginia
-$194K -332 Closed
SHIM
3804
Stone House Investment Management
Pennsylvania
-$187K -319 Closed
BIC
3805
Beach Investment Counsel
Pennsylvania
-$175K -300 Closed
MWA
3806
MFA Wealth Advisors
Pennsylvania
-$126K -216 Closed
RWM
3807
Reston Wealth Management
Virginia
-$119K -203 Closed
BMC
3808
Bear Mountain Capital
Washington
-$111K -200 Closed
DWS
3809
Dynamic Wealth Strategies
California
-$98K -167 Closed
CPA
3810
Capital Performance Advisors
California
-$90.6K -155 Closed
IWP
3811
IAG Wealth Partners
Wisconsin
-$76.6K -131 Closed
RWA
3812
Redmont Wealth Advisors
Illinois
-$67.2K -115 Closed
FF
3813
Friedenthal Financial
New Jersey
-$50.9K -87 Closed
PCA
3814
Providence Capital Advisors
North Carolina
-$46.8K -80 Closed
JSP
3815
Jackson Square Partners
California
-$29.2K -50 Closed
EFMH
3816
E Fund Management (HK)
Hong Kong
-$15K -26 Closed
PWM
3817
Partnership Wealth Management
Maryland
-$12.9K -22 Closed
AIM
3818
Arcadia Investment Management
Michigan
-$11.7K -20 Closed
4FG
3819
4Thought Financial Group
New York
-$11.7K -20 Closed
GAG
3820
Goodman Advisory Group
Massachusetts
-$10.5K -18 Closed
HI
3821
Hoey Investments
Pennsylvania
-$1.53K -3 Closed