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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 %
IA
1776
IAM Advisory
Pennsylvania
$1.9M +$8.6K +17 +0.5%
CVA
1777
Central Valley Advisors
California
$1.89M +$112K +222 +6%
PCP
1778
Proficio Capital Partners
Massachusetts
$1.89M +$647K +1,279 +52%
PWS
1779
Peterson Wealth Services
Utah
$1.89M +$31.9K +63 +2%
SFO
1780
Stokes Family Office
Louisiana
$1.89M -$19.7K -39 -1%
A
1781
Argentarii
Ohio
$1.89M +$1.89M +3,730 New
GA
1782
Geller Advisors
New York
$1.89M -$71.3K -141 -4%
SWMG
1783
Signature Wealth Management Group
Georgia
$1.88M +$49.1K +97 +3%
WH
1784
Willner & Heller
California
$1.88M +$5.06K +10 +0.3%
GB
1785
Goepper Burkhardt
South Carolina
$1.88M -$12.6K -25 -0.7%
OWA
1786
One Wealth Advisors
California
$1.87M +$69.8K +138 +4%
DFA
1787
Delta Financial Advisors
Louisiana
$1.87M -$40K -79 -2%
LCWP
1788
Legacy Capital Wealth Partners
Arkansas
$1.87M -$1.88M -3,721 -50%
SEIA
1789
Signature Estate & Investment Advisors
California
$1.86M +$228K +450 +14%
CNBT
1790
Canandaigua National Bank & Trust
New York
$1.86M -$393K -777 -17%
PFA
1791
Pure Financial Advisors
California
$1.86M +$51.6K +102 +3%
CAC
1792
Certified Advisory Corp
Florida
$1.86M -$42K -83 -2%
CPBTD
1793
Central Pacific Bank - Trust Division
Hawaii
$1.85M -$687K -1,359 -27%
PWMG
1794
Prestige Wealth Management Group
New Jersey
$1.85M -$226K -446 -11%
LWCFA
1795
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.84M -$103K -189 -5%
FG
1796
Fiduciary Group
Georgia
$1.84M -$32.4K -64 -2%
MTC
1797
Matrix Trust Company
Colorado
$1.84M +$114K +225 +7%
HCM
1798
HMS Capital Management
Tennessee
$1.84M -$31.4K -62 -2%
NWAG
1799
Net Worth Advisory Group
Utah
$1.83M -$21.2K -42 -1%
ICM
1800
IMS Capital Management
Oregon
$1.83M -$4.55K -9 -0.2%