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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 %
BA
2076
Bluesphere Advisors
Pennsylvania
$1.22M +$57.7K +114 +5%
JSL
2077
JT Stratford LLC
Georgia
$1.22M +$33.9K +67 +3%
AWE
2078
Avidian Wealth Enterprises
Texas
$1.22M -$360K -712 -23%
AMM
2079
American Money Management
California
$1.22M +$165K +326 +16%
FCB
2080
First County Bank
Connecticut
$1.22M -$129K -255 -10%
FFBTD
2081
First Financial Bank - Trust Division
Ohio
$1.21M -$86K -170 -7%
EWM
2082
Evermay Wealth Management
Virginia
$1.21M -$64.7K -128 -5%
TCOTS
2083
Trust Company of the South
North Carolina
$1.2M -$103K -204 -8%
G
2084
GenTrust
Florida
$1.2M +$28.8K +57 +2%
CPC
2085
Cookson Peirce & Co
Pennsylvania
$1.2M +$50.6K +100 +4%
RWM
2086
Riverbend Wealth Management
South Carolina
$1.2M +$1.2M +2,349 New
TWP
2087
Triad Wealth Partners
Kansas
$1.2M +$1.2M +2,368 New
MW
2088
Members Wealth
Pennsylvania
$1.2M +$1.2M +2,271 New
GC
2089
Giverny Capital
Quebec, Canada
$1.2M +$1.2M +2,364 New
CWA
2090
Cornerstone Wealth Advisors
Minnesota
$1.19M -$29.3K -58 -2%
HWMO
2091
Heritage Wealth Management (Ohio)
Ohio
$1.19M -$15.2K -30 -1%
CBT
2092
Crews Bank & Trust
Florida
$1.19M +$1.19M +2,358 New
1W
2093
1776 Wealth
Georgia
$1.19M +$278K +550 +31%
GWA
2094
Gratus Wealth Advisors
Virginia
$1.19M -$44K -87 -4%
T
2095
TOBAM
France
$1.18M +$8.6K +17 +0.7%
LCWM
2096
Legacy Capital Wealth Management
Texas
$1.18M +$1.18M +2,333 New
MA
2097
MJP Associates
Connecticut
$1.18M -$90.5K -179 -7%
AT
2098
Arlington Trust
Alabama
$1.18M +$254K +502 +28%
FSA
2099
Financial Security Advisor
Virginia
$1.17M -$1.52K -3 -0.1%
CCA
2100
Catalyst Capital Advisors
New York
$1.17M -$39K -77 -3%