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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 %
WBCM
2001
Wilson & Boucher Capital Management
California
$1.36M
BI
2002
Bradyco Inc
Massachusetts
$1.35M +$1.35M +2,673 New
CIM
2003
CIM Investment Management
Pennsylvania
$1.35M -$17.2K -34 -1%
VCM
2004
Vivaldi Capital Management
Illinois
$1.35M +$24.5K +45 +2%
SFWA
2005
Summit Financial Wealth Advisors
Louisiana
$1.35M -$29.1K -53 -2%
TPW
2006
Transatlantique Private Wealth
New York
$1.35M -$381K -754 -22%
KIC
2007
Kensington Investment Counsel
California
$1.35M -$47.6K -94 -3%
EHC
2008
Everett Harris & Co
California
$1.35M -$5.56K -11 -0.4%
CPWA
2009
Cerro Pacific Wealth Advisors
California
$1.35M -$2.92K -5 -0.2%
KFGK
2010
Keystone Financial Group (Kentucky)
Kentucky
$1.34M +$194K +382 +17%
ARMT
2011
Amica Retiree Medical Trust
Rhode Island
$1.34M -$116K -230 -8%
CSPIA
2012
Cary Street Partners Investment Advisory
Virginia
$1.34M -$11.7M -23,072 -90%
LWP
2013
LeClair Wealth Partners
Ohio
$1.34M +$1.34M +2,650 New
FNWM
2014
Financial Network Wealth Management
Utah
$1.34M -$228K -451 -15%
ACM
2015
Allred Capital Management
Texas
$1.34M +$20.2K +40 +2%
TNBTD
2016
Trustmark National Bank Trust Department
Mississippi
$1.34M -$605K -1,196 -31%
AWM
2017
Angeles Wealth Management
California
$1.34M -$32.4K -64 -2%
NHC
2018
Nicholas Hoffman & Company
Georgia
$1.34M +$92.6K +183 +7%
ACMA
2019
Arbor Capital Management (Alaska)
Alaska
$1.33M +$48.9K +91 +4%
GPA
2020
Garrison Point Advisors
California
$1.33M -$2.53K -5 -0.2%
FAM
2021
Fairtree Asset Management
South Africa
$1.33M +$1.33M +2,635 New
DWM
2022
Dorchester Wealth Management
Quebec, Canada
$1.33M -$457K -903 -26%
PWA
2023
Provenance Wealth Advisors
Florida
$1.33M +$1.05M +2,080 +377%
RCA
2024
Resonant Capital Advisors
Wisconsin
$1.33M +$21.8K +43 +2%
OHWA
2025
Oak Hill Wealth Advisors
Virginia
$1.33M +$1.33M +2,622 New