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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 %
RFA
1576
ROI Financial Advisors
Oregon
$2.54M -$109K -216 -4%
SVWAG
1577
Sound View Wealth Advisors Group
Georgia
$2.54M -$1.16M -2,285 -31%
SIA
1578
Schear Investment Advisers
Ohio
$2.54M +$59.2K +117 +2%
CAM
1579
Cidel Asset Management
Ontario, Canada
$2.54M +$106K +209 +4%
KM
1580
KP Management
Minnesota
$2.53M -$759K -1,500 -23%
MWAM
1581
Manhattan West Asset Management
California
$2.52M +$113K +224 +5%
MFG
1582
Magnus Financial Group
New York
$2.52M -$20.2K -40 -0.8%
LA
1583
LM Advisors
California
$2.51M +$235K +465 +10%
SSWM
1584
Sheets Smith Wealth Management
North Carolina
$2.5M -$232K -458 -8%
AWM
1585
Ameliora Wealth Management
Switzerland
$2.49M
MWA
1586
Moser Wealth Advisors
Washington
$2.48M -$20.2K -40 -0.8%
GMFG
1587
Greater Midwest Financial Group
Minnesota
$2.48M +$178K +351 +8%
CWA
1588
Consilium Wealth Advisory
Texas
$2.48M +$237K +469 +11%
AF
1589
Apexium Financial
Texas
$2.48M -$64.2K -127 -3%
TSWM
1590
Triangle Securities Wealth Management
North Carolina
$2.47M +$388K +767 +19%
WI
1591
WrapManager Inc
California
$2.46M -$97.6K -193 -4%
CB
1592
CNB Bank
Pennsylvania
$2.46M +$87.5K +173 +4%
FI
1593
Fosun International
China
$2.46M -$1.69M -3,333 -41%
CCA
1594
Criterion Capital Advisors
Tennessee
$2.46M
MIC
1595
Means Investment Company
Maine
$2.46M +$133K +262 +6%
EHWM
1596
Eads & Heald Wealth Management
Georgia
$2.46M -$22.8K -45 -0.9%
SF
1597
Symphony Financial
Texas
$2.45M -$1.02M -1,956 -29%
HIC
1598
Harvey Investment Company
Kentucky
$2.45M +$96.1K +190 +4%
ECP
1599
Elwood Capital Partners
New York
$2.45M +$2.45M +4,837 New
OC
1600
Oakworth Capital
Alabama
$2.45M +$191K +377 +8%