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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 %
MMA
1451
Miracle Mile Advisors
California
$3.29M -$976K -1,930 -23%
QOP
1452
Quinn Opportunity Partners
Virginia
$3.29M +$3.29M +6,500 New
BFPW
1453
BOK Financial Private Wealth
Colorado
$3.28M -$209K -413 -6%
PPW
1454
PACK Private Wealth
Minnesota
$3.28M
CWIG
1455
Chung Wu Investment Group
Texas
$3.27M +$3.27M +6,473 New
DWP
1456
Daymark Wealth Partners
Ohio
$3.27M -$11.7K -414 -0.4%
JIC
1457
Joel Isaacson & Co
New York
$3.27M +$335K +662 +11%
DAS
1458
Diversify Advisory Services
Utah
$3.27M -$1.11M -2,132 -25%
SI
1459
Sava Infond
Slovenia
$3.26M +$3.26M +6,450 New
MLL
1460
Moody Lynn & Lieberson
Massachusetts
$3.25M -$974K -1,925 -23%
RCWM
1461
Royal Capital Wealth Management
Indiana
$3.25M -$29.3K -58 -0.9%
IAS
1462
Insigneo Advisory Services
Florida
$3.25M -$1.7M -3,360 -34%
WCA
1463
Westover Capital Advisors
Delaware
$3.24M -$20.2K -40 -0.6%
LSA
1464
L & S Advisors
California
$3.24M -$6.58K -13 -0.2%
RIL
1465
Rothschild Investment LLC
Illinois
$3.24M +$73.9K +146 +2%
RP
1466
Rice Partnership
Hawaii
$3.23M +$103K +204 +3%
DDC
1467
DF Dent & Co
Maryland
$3.21M -$8.6K -17 -0.3%
UB
1468
Umpqua Bank
Oregon
$3.21M +$251K +461 +8%
MMPW
1469
Mitchell McLeod Pugh & Williams
Alabama
$3.19M -$1.19M -2,346 -27%
IRAG
1470
Investment Research & Advisory Group
Georgia
$3.19M -$9.11K -18 -0.3%
SAMC
1471
Spectrum Asset Management (California)
California
$3.19M +$178K +352 +6%
ICP
1472
Impact Capital Partners
Colorado
$3.19M +$3.19M +6,299 New
SA
1473
Strategic Advisors
New York
$3.18M +$107K +212 +3%
WAM
1474
Weiss Asset Management
Massachusetts
$3.18M +$3.18M +6,283 New
CW
1475
Channel Wealth
California
$3.17M -$521K -1,029 -14%