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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 %
CWM
1201
Connecticut Wealth Management
Connecticut
$5.28M -$287K -568 -5%
ALAM
1202
Asahi Life Asset Management
Japan
$5.28M -$155K -307 -3%
TAM
1203
Thematics Asset Management
France
$5.25M +$727K +1,438 +16%
CAM
1204
Cypress Asset Management
Texas
$5.24M -$177K -343 -3%
KA
1205
Kovack Advisors
Florida
$5.2M +$1.81M +3,581 +53%
BDFN
1206
Bond & Devick Financial Network
Minnesota
$5.2M
LPT
1207
Legacy Private Trust
Wisconsin
$5.19M +$185K +366 +4%
BAM
1208
Belpointe Asset Management
Nevada
$5.19M +$22.4K +38 +0.4%
WBWA
1209
William B. Walkup & Associates
South Carolina
$5.19M +$5.57K +11 +0.1%
TI
1210
TrueMark Investments
Illinois
$5.19M +$1.82M +3,602 +54%
CWM
1211
Cordatus Wealth Management
Pennsylvania
$5.18M +$103K +204 +2%
SPG
1212
Strategic Planning Group
Utah
$5.17M +$154K +304 +3%
AAB
1213
ABN AMRO Bank
Netherlands
$5.17M -$47.8M -95,557 -90%
RRA
1214
Round Rock Advisors
Connecticut
$5.16M -$226K -447 -4%
TLP
1215
Trinity Legacy Partners
Texas
$5.16M +$83.5K +165 +2%
PWS
1216
Peloton Wealth Strategists
Indiana
$5.15M -$58.2K -115 -1%
CAMG
1217
CWA Asset Management Group
Florida
$5.14M -$57.2K -113 -1%
CAM
1218
Congress Asset Management
Massachusetts
$5.14M -$14.6M -28,922 -74%
KWA
1219
Kingswood Wealth Advisors
California
$5.13M -$4.93M -9,740 -49%
BONH
1220
Bank of New Hampshire
New Hampshire
$5.12M -$138K -272 -3%
BHPW
1221
Beverly Hills Private Wealth
California
$5.11M +$439K +868 +9%
FWM
1222
Fairhaven Wealth Management
Illinois
$5.11M +$36.4K +72 +0.7%
LA
1223
LexAurum Advisors
Kansas
$5.1M +$204K +403 +4%
HIC
1224
Holderness Investments Company
North Carolina
$5.1M +$169K +334 +3%
PAS
1225
Point72 Asia (Singapore)
Singapore
$5.1M +$5.1M +10,078 New