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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 %
CC
1701
Courier Capital
New York
$2.12M +$16.2K +32 +0.8%
RBC
1702
Romano Brothers & Co
Illinois
$2.11M -$27.8K -55 -1%
PPA
1703
Pacific Point Advisors
California
$2.11M +$2.11M +3,869 New
OA
1704
Oak Associates
Ohio
$2.11M
PCS
1705
Personal CFO Solutions
New Jersey
$2.1M -$290K -574 -12%
EFMC
1706
Empire Financial Management Company
New York
$2.1M -$32.4K -64 -2%
CAG
1707
Crestwood Advisors Group
Massachusetts
$2.1M +$136K +269 +7%
FDS
1708
Freedom Day Solutions
Texas
$2.1M -$6.58K -13 -0.3%
PWPS
1709
Pinnacle Wealth Planning Services
Ohio
$2.09M -$977K -1,932 -32%
CFCI
1710
Comprehensive Financial Consultants Institutional
Indiana
$2.09M +$97.6K +193 +5%
BFA
1711
Beaumont Financial Advisors
Massachusetts
$2.09M -$50.6K -100 -2%
AAP
1712
Arax Advisory Partners
Colorado
$2.09M +$986K +1,949 +90%
MAWA
1713
Moss Adams Wealth Advisors
Washington
$2.09M -$100K -198 -5%
OWA
1714
Opal Wealth Advisors
New York
$2.09M -$209K -413 -9%
AFG
1715
ABLE Financial Group
Arizona
$2.08M +$1.14M +2,259 +121%
TSMHT
1716
Thurston Springer Miller Herd & Titak
Indiana
$2.08M +$432K +854 +26%
DS
1717
DRW Securities
Illinois
$2.08M +$1.56M +3,080 +299%
FFG
1718
Frisch Financial Group
New York
$2.08M +$6.58K +13 +0.3%
NL
1719
NVWM LLC
Pennsylvania
$2.07M +$18.2K +36 +0.9%
MAC
1720
Mason & Associates (California)
California
$2.07M +$8.6K +17 +0.4%
RGF
1721
Retirement Guys Formula
Ohio
$2.07M +$20.7K +41 +1%
USWG
1722
U.S. Wealth Group
New York
$2.07M +$2.07M +4,094 New
CP
1723
Cornerstone Planning
North Carolina
$2.07M +$2.07M +4,094 New
LBWM
1724
Left Brain Wealth Management
Illinois
$2.07M -$68.8K -136 -3%
LKIM
1725
Lawson Kroeker Investment Management
Nebraska
$2.06M