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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 %
AI
1376
Accredited Investors
Minnesota
$3.81M -$144K -284 -4%
PWP
1377
Principle Wealth Partners
Connecticut
$3.81M -$20.2K -40 -0.5%
WP
1378
WMS Partners
Maryland
$3.79M +$230K +455 +6%
EP
1379
Edgestream Partners
New Jersey
$3.78M -$134K -264 -3%
FNB
1380
Farmers National Bank
Kentucky
$3.78M +$3.78M +7,466 New
RAM
1381
Roanoke Asset Management
New Jersey
$3.78M
CAAS
1382
Capital Asset Advisory Services
Michigan
$3.77M +$390K +760 +12%
WC
1383
Waterloo Capital
Texas
$3.77M -$69.8K -138 -2%
FBT
1384
First Bankers Trust
Kentucky
$3.76M +$77.4K +153 +2%
VA
1385
Valmark Advisers
Ohio
$3.76M +$248K +491 +7%
AF
1386
Advisornet Financial
Minnesota
$3.75M -$85.5K -169 -2%
JGCM
1387
Joseph Group Capital Management
Ohio
$3.75M +$505K +998 +16%
PTC
1388
Private Trust Company
Ohio
$3.71M -$206K -408 -5%
BB
1389
Bell Bank
North Dakota
$3.7M +$71.8K +142 +2%
AC
1390
Avestar Capital
New York
$3.69M +$262K +518 +8%
VAS
1391
Vestmark Advisory Solutions
Massachusetts
$3.68M +$892K +1,764 +32%
GWANC
1392
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.68M +$474K +938 +15%
DCM
1393
Delta Capital Management
New Jersey
$3.67M +$30.3K +60 +0.8%
AFG
1394
Atomi Financial Group
New York
$3.67M +$219K +432 +6%
V
1395
ViaWealth
Kansas
$3.66M -$68.8K -136 -2%
MLFP
1396
MPS Loria Financial Planners
Illinois
$3.66M +$17.7K +35 +0.5%
WA
1397
Wambolt & Associates
Colorado
$3.65M -$625K -1,235 -15%
OCM
1398
Orleans Capital Management
Louisiana
$3.65M -$251K -470 -6%
SIM
1399
Studio Investment Management
Illinois
$3.65M -$472K -933 -11%
WIS
1400
Wright Investors Service
Connecticut
$3.64M -$2.48M -4,912 -41%