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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 %
AIM
2251
Aigen Investment Management
New York
$946K -$1.44M -2,855 -60%
CD
2252
Chapin Davis
Maryland
$945K
TCWM
2253
Total Clarity Wealth Management
Illinois
$944K
CAS
2254
Coppell Advisory Solutions
Texas
$944K -$17M -33,275 -95%
KLI
2255
Kelman-Lazarov Inc
Tennessee
$943K +$619K +1,223 +190%
BC
2256
BIT Capital
Germany
$943K +$943K +1,864 New
AAIM
2257
Asset Advisors Investment Management
Georgia
$942K
KFG
2258
Kingdom Financial Group
Arizona
$942K +$4.05K +8 +0.4%
CCP
2259
Cassia Capital Partners
North Carolina
$940K +$272K +537 +41%
SPL
2260
Smart Portfolios LLC
Washington
$939K -$10.1K -20 -1%
HWA
2261
HMV Wealth Advisors
Louisiana
$939K +$939K +1,857 New
KA
2262
Kerrisdale Advisers
Florida
$937K -$134K -265 -13%
KJHP
2263
K.J. Harrison & Partners
Ontario, Canada
$936K +$12.6K +25 +1%
SI
2264
Seeds Investor
New York
$935K -$141K -279 -13%
LAIC
2265
Lederer & Associates Investment Counsel
California
$935K -$160K -316 -15%
BOSSRA
2266
B.O.S.S. Retirement Advisors
Utah
$935K -$5.25M -10,373 -85%
BWM
2267
Baron Wealth Management
Michigan
$933K -$39.5K -78 -4%
NSIM
2268
North Star Investment Management
Illinois
$933K -$1.52M -3,008 -62%
SIA
2269
SGL Investment Advisors
Montana
$932K -$621K -1,178 -40%
MFWP
2270
Mosaic Family Wealth Partners
Missouri
$931K -$27.3K -54 -3%
VWMG
2271
Virginia Wealth Management Group
Virginia
$931K +$506 +1 +0.1%
FCMC
2272
Founders Capital Management (Connecticut)
Connecticut
$928K -$52.6K -104 -5%
CYG
2273
Clean Yield Group
Vermont
$928K -$136K -268 -13%
CWM
2274
Cornerstone Wealth Management
Missouri
$928K -$65.8K -130 -7%
Fuller & Thaler Asset Management
2275
Fuller & Thaler Asset Management
California
$925K