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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 %
WWP
2101
WR Wealth Planners
Missouri
$1.17M -$160K -317 -12%
LIG
2102
Lokken Investment Group
Delaware
$1.17M -$18.2K -36 -2%
UCI
2103
Uncommon Cents Investing
Wisconsin
$1.17M
CPA
2104
Cardiff Park Advisors
California
$1.17M +$2.02K +4 +0.2%
TCM
2105
Tang Capital Management
California
$1.17M +$448K +886 +62%
TCM
2106
Teza Capital Management
Illinois
$1.16M -$596K -1,178 -34%
TSW
2107
Three Seasons Wealth
Utah
$1.16M -$200K -395 -15%
CBT
2108
CoreFirst Bank & Trust
Kansas
$1.16M
AC
2109
ASB Consultores
Florida
$1.15M +$261K +515 +29%
SCM
2110
Stevens Capital Management
Pennsylvania
$1.15M -$2M -3,949 -63%
SHFA
2111
SC&H Financial Advisors
Maryland
$1.15M -$59.7K -118 -5%
MW
2112
MBL Wealth
North Carolina
$1.15M -$46.5K -92 -4%
CNB
2113
Camden National Bank
Maine
$1.15M -$47K -93 -4%
EFG
2114
Ethos Financial Group
Pennsylvania
$1.15M -$461K -912 -29%
RPWA
2115
Regent Peak Wealth Advisors
Georgia
$1.15M -$1.81M -3,584 -61%
IP
2116
Intellectus Partners
California
$1.15M +$356K +704 +45%
SS
2117
Sunbelt Securities
Texas
$1.15M -$272K -535 -19%
RIA
2118
Regal Investment Advisors
Michigan
$1.14M -$91.1K -180 -7%
CGA
2119
Compound Global Advisors
Washington
$1.14M +$1.14M +2,262 New
PB
2120
Pinnacle Bancorp
Nebraska
$1.14M +$25.8K +51 +2%
SW
2121
Simplicity Wealth
New Jersey
$1.13M -$2.11M -4,170 -65%
SOW
2122
State of Wyoming
Wyoming
$1.13M +$664K +1,312 +141%
AA
2123
Argent Advisors
Louisiana
$1.13M +$44.5K +88 +4%
MWM
2124
Mattern Wealth Management
Kansas
$1.13M -$217K -429 -16%
DCM
2125
DGS Capital Management
New Jersey
$1.13M -$47.6K -94 -4%