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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 %
TWM
1851
Tolleson Wealth Management
Texas
$1.7M +$185K +365 +12%
ZIG
1852
Zullo Investment Group
Pennsylvania
$1.69M -$19.7K -39 -1%
CG
1853
Corundum Group
Colorado
$1.69M +$573K +1,133 +51%
HA
1854
Herold Advisors
New York
$1.69M -$363K -718 -18%
BWM
1855
Buckley Wealth Management
Nevada
$1.69M +$29.3K +58 +2%
SSA
1856
Sierra Summit Advisors
Nevada
$1.68M -$233K -461 -12%
DWM
1857
Defined Wealth Management
Oregon
$1.68M -$6.07K -12 -0.4%
BW
1858
Bison Wealth
Georgia
$1.68M -$3.61M -7,130 -68%
KFA
1859
Kelleher Financial Advisors
New York
$1.68M +$21.7K +43 +1%
KHCM
1860
Kirtland Hills Capital Management
Ohio
$1.68M +$7.59K +15 +0.5%
CA
1861
Cornerstone Advisory
Maryland
$1.67M -$4.71K -9 -0.3%
FTUS
1862
Flow Traders U.S.
New York
$1.67M +$1.67M +3,301 New
CPR
1863
CSU Producer Resources
Ohio
$1.67M
Two Sigma Investments
1864
Two Sigma Investments
New York
$1.67M
PBT
1865
Pictet Bank & Trust
Bahamas
$1.67M +$65.8K +130 +4%
KPP
1866
Kings Path Partners
Texas
$1.67M +$171K +338 +11%
PWM
1867
Paulson Wealth Management
Illinois
$1.66M -$134K -265 -7%
AI
1868
Axecap Investments
Ohio
$1.65M -$1.15M -2,283 -41%
MPM
1869
Meritage Portfolio Management
Kansas
$1.65M -$4.04M -7,977 -71%
AO
1870
Advisor OS
Illinois
$1.64M -$139K -275 -8%
FMWA
1871
Forvis Mazars Wealth Advisors
Missouri
$1.64M
KA
1872
KLCM Advisors
Wisconsin
$1.64M +$25.3K +50 +2%
SWM
1873
Scissortail Wealth Management
Oklahoma
$1.64M +$1.64M +3,233 +53,883%
GA
1874
GoalVest Advisory
New York
$1.64M -$5.06K -10 -0.3%
BIA
1875
Benchmark Investment Advisors
Illinois
$1.63M -$59.2K -117 -3%