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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 %
SCP
1526
Shorepoint Capital Partners
Massachusetts
$2.85M -$1.68M -3,312 -37%
LAM
1527
LECAP Asset Management
United Kingdom
$2.85M +$2.34M +4,622 +457%
LWA
1528
Lineweaver Wealth Advisors
Ohio
$2.85M -$1M -1,981 -26%
WA
1529
Wealth Architects
California
$2.84M -$43K -85 -1%
EWM
1530
Elmwood Wealth Management
California
$2.83M -$60.7K -120 -2%
LFA
1531
Legacy Financial Advisors
Kentucky
$2.83M +$49.6K +98 +2%
CWI
1532
Conscious Wealth Investments
Florida
$2.81M +$118K +232 +4%
RB
1533
Renasant Bank
Mississippi
$2.81M -$165K -326 -6%
PPWP
1534
Premier Path Wealth Partners
New Jersey
$2.81M -$67.8K -134 -2%
AIA
1535
AIMZ Investment Advisors
California
$2.8M -$50.6K -100 -2%
SFS
1536
Strategic Financial Services
New York
$2.79M -$7.08K -14 -0.3%
PWM
1537
Palumbo Wealth Management
New York
$2.78M +$318K +628 +13%
VCAM
1538
Van Cleef Asset Management
Ohio
$2.78M -$2.53K -5 -0.1%
CV
1539
Counterweight Ventures
North Carolina
$2.77M +$45K +89 +2%
EMB
1540
Elefante Mark B
$2.76M +$2.76M +5,452 New
KF
1541
KKM Financial
Illinois
$2.75M +$104K +206 +4%
TC
1542
TFR Capital
Texas
$2.75M +$2.75M +5,436 New
RCM
1543
RB Capital Management
Nevada
$2.74M +$17.2K +34 +0.6%
CTC
1544
Cetera Trust Company
Minnesota
$2.74M -$126K -250 -4%
ST
1545
Smithfield Trust
Pennsylvania
$2.74M -$569K -1,118 -17%
HIM
1546
Harbour Investment Management
Washington
$2.72M -$1.13M -2,235 -29%
WF
1547
Welch & Forbes
Massachusetts
$2.69M +$144K +284 +6%
MCM
1548
Manchester Capital Management
Vermont
$2.69M -$20.2K -40 -0.7%
MG
1549
Mather Group
Illinois
$2.69M +$100K +198 +4%
VIA
1550
Victrix Investment Advisors
Florida
$2.69M +$2.69M +5,316 New