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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 %
BFG
1951
Beacon Financial Group
Texas
$1.44M -$79.9K -158 -5%
VRM
1952
Vectors Research Management
New York
$1.44M -$25.8K -51 -2%
WKSWA
1953
White Knight Strategic Wealth Advisors
New Jersey
$1.44M +$784K +1,549 +119%
SFC
1954
SYM Financial Corp
Indiana
$1.44M +$957K +1,892 +198%
PWP
1955
Phillips Wealth Planners
Mississippi
$1.44M +$60.9K +117 +4%
ICM
1956
Islay Capital Management
Texas
$1.44M +$60.2K +119 +4%
SW
1957
SteelPeak Wealth
California
$1.44M +$112K +221 +8%
BAMG
1958
Brand Asset Management Group
Missouri
$1.43M -$68.8K -136 -5%
FA
1959
Faithward Advisors
Pennsylvania
$1.43M -$215K -424 -13%
MCP
1960
Martin Capital Partners
Oregon
$1.43M -$1.93M -3,808 -57%
MP
1961
McDonald Partners
Ohio
$1.43M +$55.1K +109 +4%
C
1962
Certuity
Florida
$1.43M +$277K +548 +24%
ZIG
1963
Zuckerman Investment Group
Illinois
$1.43M +$266K +485 +23%
EFL
1964
ERn Financial LLC
Wisconsin
$1.42M +$57.2K +113 +4%
IA
1965
Integrity Alliance
Iowa
$1.42M +$1.42M +2,812 New
APW
1966
Austin Private Wealth
Texas
$1.42M +$200K +396 +16%
TFA
1967
Transamerica Financial Advisors
Florida
$1.42M -$109K -215 -7%
MWM
1968
MGB Wealth Management
Texas
$1.42M -$587K -1,157 -29%
HFO
1969
Heritage Family Offices
Arizona
$1.41M +$74.4K +147 +6%
RCM
1970
Riverpark Capital Management
New York
$1.41M +$35.9K +71 +3%
WMP
1971
Wealth Management Partners
Arizona
$1.41M -$61.2K -121 -4%
AIC
1972
Archer Investment Corporation
Indiana
$1.4M +$131K +259 +10%
CCA
1973
Childress Capital Advisors
Texas
$1.4M -$124K -245 -8%
AWA
1974
Alta Wealth Advisors
Massachusetts
$1.4M -$283K -560 -17%
MCWA
1975
Meadow Creek Wealth Advisors
Georgia
$1.4M +$26.3K +52 +2%