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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 %
CAGAS
1726
Capital Advisory Group Advisory Services
Minnesota
$2.05M +$339K +671 +20%
EIG
1727
Ellenbecker Investment Group
Wisconsin
$2.05M -$3.04K -6 -0.1%
CCG
1728
Catalina Capital Group
California
$2.04M +$30.4K +60 +2%
RWB
1729
RMR Wealth Builders
New Jersey
$2.04M +$327K +647 +19%
CASB
1730
Cape Ann Savings Bank
Massachusetts
$2.04M -$184K -363 -8%
RWP
1731
Revolve Wealth Partners
New Jersey
$2.03M -$89K -176 -4%
VFM
1732
Viking Fund Management
North Dakota
$2.02M -$3.04M -6,000 -60%
LFS
1733
Littlejohn Financial Services
Oregon
$2.01M +$2.01M +3,978 New
PTP
1734
Platform Technology Partners
New York
$2.01M -$56.7K -112 -3%
PCA
1735
Prosperity Capital Advisors
Ohio
$2.01M +$811K +1,602 +68%
CFG
1736
Clayton Financial Group
Missouri
$2.01M +$893K +1,765 +80%
SGI
1737
Summit Global Investments
Utah
$2.01M -$610K -1,207 -23%
MWS
1738
Maxwell Wealth Strategies
California
$2M +$43K +85 +2%
BC
1739
Bowman & Company
Wisconsin
$2M +$437K +861 +28%
CCWM
1740
Correct Capital Wealth Management
Missouri
$2M +$369K +729 +23%
IAS
1741
IMA Advisory Services
Colorado
$2M -$29.3K -58 -1%
APP
1742
Avantax Planning Partners
Iowa
$1.99M +$126K +250 +7%
PPWP
1743
Proquility Private Wealth Partners
Nevada
$1.99M -$629K -1,244 -24%
VF
1744
Vista Finance
Missouri
$1.99M -$46.5K -92 -2%
AWAU
1745
Alliance Wealth Advisors (Utah)
Utah
$1.98M -$1.04M -2,060 -34%
MPAM
1746
Murphy Pohlad Asset Management
Minnesota
$1.98M -$46.5K -92 -2%
CNFG
1747
Creegan & Nassoura Financial Group
New Hampshire
$1.98M
FAIM
1748
Financial Advocates Investment Management
Washington
$1.97M -$177K -350 -8%
PAMP
1749
Polar Asset Management Partners
Ontario, Canada
$1.97M +$1.97M +3,900 New
KFI
1750
Key Financial Inc
Pennsylvania
$1.97M +$42.5K +84 +2%