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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 %
RMP
2226
Richards, Merrill & Peterson
Washington
$984K +$984K +1,945 New
CCM
2227
Chickasaw Capital Management
Tennessee
$983K -$2.53K -5 -0.3%
CWA
2228
Crux Wealth Advisors
California
$983K +$983K +1,943 New
APC
2229
Aspire Private Capital
North Carolina
$982K +$30.9K +61 +3%
WA
2230
Wealthstream Advisors
New York
$981K +$65.3K +129 +7%
BOPW
2231
Brandywine Oak Private Wealth
Pennsylvania
$980K -$197K -389 -17%
BMWS
2232
Brady Martz Wealth Solutions
North Dakota
$978K +$978K +1,799 New
6F
2233
626 Financial
Michigan
$978K +$506 +1 +0.1%
GWSG
2234
GPS Wealth Strategies Group
Colorado
$975K -$73.8K -146 -7%
SC
2235
Soundwatch Capital
Connecticut
$972K +$52.6K +104 +6%
RCM
2236
Raleigh Capital Management
North Carolina
$967K -$14.2K -28 -1%
PFG
2237
Prosperity Financial Group
California
$965K +$88.5K +175 +10%
NRC
2238
New Republic Capital
North Carolina
$961K +$66.3K +131 +7%
SW
2239
SMART Wealth
Nebraska
$961K -$91.6K -181 -9%
FAT
2240
First American Trust
California
$961K -$255K -505 -21%
ETC
2241
Exchange Traded Concepts
Oklahoma
$960K -$7.81M -15,435 -89%
JSAM
2242
J. Safra Asset Management
New York
$959K +$275K +541 +40%
DFCM
2243
Dark Forest Capital Management
Puerto Rico
$959K -$189K -373 -16%
CMS
2244
Capital Market Strategies
Florida
$954K -$51.6K -102 -5%
CA
2245
CWC Advisors
Oregon
$954K +$21.2K +42 +2%
KA
2246
Klingman & Associates
New York
$951K -$213K -421 -18%
GCL
2247
Gouws Capital LLC
North Carolina
$949K
PWM
2248
PBMares Wealth Management
Virginia
$949K -$2.53K -5 -0.3%
AFA
2249
AA Financial Advisors
Ohio
$947K +$74.4K +147 +9%
SWA
2250
SFMG Wealth Advisors
Texas
$946K +$169K +334 +22%