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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 %
BFF
1626
Byrne Financial Freedom
Massachusetts
$2.34M +$2.34M +4,622 New
CFA
1627
Cahill Financial Advisors
Minnesota
$2.33M -$30.9K -61 -1%
FCG
1628
Fielder Capital Group
Tennessee
$2.33M -$1.01K -2 -0%
CWM
1629
Chesapeake Wealth Management
Virginia
$2.32M -$28.8K -57 -1%
FWM
1630
Forefront Wealth Management
Pennsylvania
$2.32M +$2.32M +4,595 New
RZH
1631
Relyea Zuckerberg Hanson
Connecticut
$2.32M -$276K -546 -11%
SC
1632
Sierra Capital
Florida
$2.32M -$44K -87 -2%
AFS
1633
Aft Forsyth & Sober
Florida
$2.31M
MWM
1634
MOKAN Wealth Management
Kansas
$2.31M +$2.31M +4,571 New
ECM
1635
Eisler Capital Management
United Kingdom
$2.31M +$2.31M +4,576 New
GS
1636
GTS Securities
New York
$2.31M -$501K -991 -18%
MW
1637
Marcum Wealth
Ohio
$2.31M -$33.4K -66 -1%
KIA
1638
Knollwood Investment Advisory
Maryland
$2.3M -$3.04M -6,014 -57%
SWM
1639
SilverOak Wealth Management
Minnesota
$2.28M -$4.55K -9 -0.2%
AL
1640
Aspiriant LLC
California
$2.28M +$8.09K +16 +0.4%
FFS
1641
Flavin Financial Services
Florida
$2.27M +$2.27M +4,496 New
ACL
1642
Applied Capital LLC
Florida
$2.27M -$10.6K -21 -0.5%
ICP
1643
Interchange Capital Partners
Pennsylvania
$2.27M -$116K -230 -5%
AB
1644
ANB Bank
Colorado
$2.27M +$2.27M +4,485 New
CFP
1645
Catalyst Financial Partners
Massachusetts
$2.27M +$7.59K +15 +0.3%
QWM
1646
Quadcap Wealth Management
Texas
$2.27M -$56.2K -111 -2%
AWA
1647
Aaron Wealth Advisors
Illinois
$2.26M +$161K +318 +8%
MCA
1648
Magnolia Capital Advisors
Mississippi
$2.26M +$1.34M +2,654 +147%
GIM
1649
Generali Investments Management
Slovenia
$2.26M +$2.26M +4,464 New
FP
1650
Financial Perspectives
Minnesota
$2.26M +$152K +300 +7%