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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 %
HP
1751
Hilltop Partners
Indiana
$1.97M +$415K +820 +27%
APA
1752
Astoria Portfolio Advisors
New York
$1.96M +$103K +189 +6%
FFA
1753
Fairfield Financial Advisors
Massachusetts
$1.96M -$189K -374 -9%
SP
1754
SWS Partners
Ohio
$1.96M -$16.7K -33 -0.8%
MTIC
1755
Missouri Trust & Investment Company
Missouri
$1.95M +$366K +723 +23%
TA
1756
Townsend & Associates
Colorado
$1.95M -$16.8K -32 -0.9%
BWM
1757
BCGM Wealth Management
Indiana
$1.95M +$72.3K +143 +4%
MFG
1758
Menard Financial Group
Texas
$1.95M +$2.02K +4 +0.1%
SB
1759
Strategic Blueprint
Georgia
$1.95M +$4.05K +8 +0.2%
JF
1760
JSF Financial
California
$1.95M +$147K +290 +8%
AIMA
1761
Ables Iannone Moore & Associates
Georgia
$1.95M +$18.7K +37 +1%
Financial Engines Advisors
1762
Financial Engines Advisors
California
$1.94M +$722K +1,428 +59%
WWS
1763
Wellington Wealth Strategies
Indiana
$1.94M -$200K -376 -9%
OL
1764
Optas LLC
Texas
$1.93M -$105K -207 -5%
MW
1765
Maia Wealth
Colorado
$1.93M +$163K +300 +9%
MAM
1766
MWA Asset Management
Massachusetts
$1.93M +$47.1K +93 +3%
MCC
1767
Money Concepts Capital
Florida
$1.92M +$27.3K +54 +1%
HIS
1768
Horizon Investment Services
Indiana
$1.92M -$207K -410 -10%
AWM
1769
Accurate Wealth Management
Florida
$1.92M -$46.9K -90 -2%
DE
1770
Diversified Enterprises
Delaware
$1.92M +$223K +441 +13%
AIM
1771
AHL Investment Management
Florida
$1.92M -$8.6K -17 -0.4%
PCH
1772
PGIM Custom Harvest
New Jersey
$1.92M -$882K -1,743 -32%
TFP
1773
Tilia Fiduciary Partners
North Carolina
$1.92M +$68.8K +136 +4%
JCM
1774
Jacobi Capital Management
Pennsylvania
$1.91M +$11.1K +22 +0.6%
SFG
1775
Shum Financial Group
California
$1.9M +$43.5K +86 +2%