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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 %
RA
2026
Rockingstone Advisors
Massachusetts
$1.32M +$1.07M +2,119 +426%
JF
2027
Jump Financial
Illinois
$1.32M +$1.32M +2,611 New
ACA
2028
Atlas Capital Advisors
Wyoming
$1.32M
CB
2029
Cadence Bank
Mississippi
$1.32M -$96.1K -190 -7%
TBT
2030
Texas Bank & Trust
Texas
$1.32M +$1.32M +2,602 New
SIA
2031
Strategic Investment Advisors
Michigan
$1.31M -$276K -545 -17%
EWM
2032
Evergreen Wealth Management
Michigan
$1.31M -$7.59K -15 -0.6%
CP
2033
Clarendon Private
Massachusetts
$1.31M +$1.31M +2,584 New
GWS
2034
Greykasell Wealth Strategies
California
$1.31M +$1.31M +2,583 New
GWM
2035
Gitterman Wealth Management
New Jersey
$1.31M +$1.52K +3 +0.1%
MA
2036
MCF Advisors
Kentucky
$1.3M +$10.1K +20 +0.8%
IF
2037
Intrua Financial
Texas
$1.3M -$65.3K -129 -5%
FFA
2038
Florida Financial Advisors
Florida
$1.3M -$212K -420 -14%
EFSCE
2039
Enterprise Financial Services Corp (EFSC)
Missouri
$1.3M -$6.58K -13 -0.5%
ESB
2040
Essex Savings Bank
Connecticut
$1.3M -$8.09K -16 -0.6%
ATC
2041
Adirondack Trust Company
New York
$1.29M
CPL
2042
Capital & Planning LLC
Georgia
$1.29M +$1.29M +2,549 New
ATS
2043
Ashton Thomas Securities
New York
$1.29M +$6.09K +12 +0.5%
SJIM
2044
St. Johns Investment Management
Florida
$1.29M -$53.1K -105 -4%
MIM
2045
Moseley Investment Management
Florida
$1.28M -$24.8K -49 -2%
RP
2046
Riverwater Partners
Wisconsin
$1.28M +$76.4K +151 +6%
HI
2047
Humankind Investments
New York
$1.28M +$23.8K +47 +2%
CG
2048
CFO4Life Group
Texas
$1.28M -$21.8K -43 -2%
PWM
2049
Prentice Wealth Management
New York
$1.28M +$10.6K +21 +0.8%
WLIM
2050
White Lighthouse Investment Management
Massachusetts
$1.27M -$56.7K -112 -4%