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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 %
OWG
1801
Oxford Wealth Group
Florida
$1.83M +$98.7K +195 +6%
WFI
1802
West Family Investments
California
$1.83M -$266K -526 -13%
NFG
1803
Northeast Financial Group
Pennsylvania
$1.83M +$103K +204 +6%
EWA
1804
EverSource Wealth Advisors
Alabama
$1.82M +$364K +719 +25%
SSWM
1805
Smith Salley Wealth Management
North Carolina
$1.82M -$20.2K -40 -1%
CA
1806
Continuum Advisory
Idaho
$1.82M -$11.6K -23 -0.6%
FWA
1807
FSM Wealth Advisors
Ohio
$1.82M -$98.5K -193 -5%
HCM
1808
Highview Capital Management
Illinois
$1.82M -$235K -464 -11%
MFG
1809
MidWestOne Financial Group
Iowa
$1.81M -$44.5K -88 -2%
WKWM
1810
Walter & Keenan Wealth Management
Indiana
$1.81M +$4.55K +9 +0.3%
QWP
1811
Quotient Wealth Partners
Texas
$1.81M -$118K -234 -6%
BWP
1812
BlueStem Wealth Partners
Minnesota
$1.8M +$1.8M +3,563 New
RAM
1813
Ramirez Asset Management
New York
$1.8M
EFA
1814
Evernest Financial Advisors
Indiana
$1.8M +$64.7K +128 +4%
CA
1815
CoreCap Advisors
Michigan
$1.8M +$1.01M +1,991 +127%
PI
1816
Pettee Investors
Connecticut
$1.79M -$20.2K -40 -1%
EB
1817
Emprise Bank
Kansas
$1.79M -$69.8K -138 -4%
UAML
1818
US Asset Management LLC
Pennsylvania
$1.79M -$51.6K -102 -3%
RWM
1819
RKL Wealth Management
Pennsylvania
$1.78M +$536K +1,060 +43%
PFGIA
1820
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M +$51.6K +102 +3%
HCCM
1821
Hudson Canyon Capital Management
New York
$1.78M
GWP
1822
Gen-Wealth Partners
Michigan
$1.78M +$172K +341 +11%
PA
1823
Prossimo Advisors
California
$1.78M +$5.57K +11 +0.3%
LSV Asset Management
1824
LSV Asset Management
Illinois
$1.78M +$7.08K +14 +0.4%
CPIG
1825
Chicago Partners Investment Group
Illinois
$1.76M +$153K +292 +10%