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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 %
NO
1601
Ninety One
South Africa
$2.44M -$1.54M -3,042 -39%
OFS
1602
OneAscent Financial Services
Alabama
$2.43M +$795K +1,572 +49%
GDP
1603
Great Diamond Partners
Maine
$2.43M -$506 -1 -0%
DL
1604
DOHJ LLC
Washington
$2.42M +$49.1K +97 +2%
SB
1605
SIG Brokerage
New York
$2.41M +$2.41M +4,756 New
OC
1606
Oarsman Capital
Wisconsin
$2.4M +$328K +649 +16%
TW
1607
TrinityPoint Wealth
Connecticut
$2.39M -$21.2K -42 -0.9%
BWG
1608
Boomfish Wealth Group
Georgia
$2.39M +$80.4K +159 +3%
OFS
1609
Orrstown Financial Services
Pennsylvania
$2.39M -$1.01K -2 -0%
BWM
1610
BigSur Wealth Management
Florida
$2.39M
HNB
1611
Hilltop National Bank
Wyoming
$2.39M -$14.7K -29 -0.6%
BFA
1612
Brown Financial Advisors
Ohio
$2.37M -$27.3K -54 -1%
TWP
1613
Tyche Wealth Partners
Texas
$2.37M +$161K +318 +7%
TM
1614
TigerOak Management
New Mexico
$2.36M +$2.36M +4,667 New
CWP
1615
CFM Wealth Partners
Texas
$2.36M +$137K +270 +6%
WAAG
1616
Wealth Alliance Advisory Group
Kansas
$2.36M -$19.7K -39 -0.8%
CPA
1617
Court Place Advisors
Maryland
$2.36M -$15.2K -30 -0.6%
SAM
1618
Secure Asset Management
Michigan
$2.36M +$234K +462 +11%
WA
1619
WP Advisors
California
$2.36M +$14.7K +29 +0.6%
PWAM
1620
Papamarkou Wellner Asset Management
New York
$2.35M +$2.35M +4,655 New
HCM
1621
Hall Capital Management
Rhode Island
$2.35M +$2.35M +4,648 New
AW
1622
Alaethes Wealth
Nevada
$2.35M +$16.7K +33 +0.7%
CAG
1623
Cypress Advisory Group
Arizona
$2.35M +$2.35M +4,636 New
RA
1624
RFG Advisory
Alabama
$2.34M +$75.9K +150 +3%
JFA
1625
JNBA Financial Advisors
Minnesota
$2.34M -$27.3K -54 -1%