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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 %
FPWM
2276
FSB Premier Wealth Management
Iowa
$925K +$25.3K +50 +3%
CAL
2277
Capital Advisors Ltd
Ohio
$922K -$8.6K -17 -0.9%
MPCL
2278
My Personal CFO LLC
Washington
$922K
DAM
2279
Diamant Asset Management
Connecticut
$921K -$15.2K -30 -2%
AFT
2280
Alpha Family Trust
California
$921K
CAM
2281
Campion Asset Management
Virginia
$919K -$6.58K -13 -0.7%
GHA
2282
GW Henssler & Associates
Georgia
$916K
BMM
2283
Buffington Mohr McNeal
Idaho
$913K +$11.6K +23 +1%
SHFP
2284
Second Half Financial Partners
Florida
$911K -$2.92M -5,770 -76%
PWP
2285
Precedent Wealth Partners
Texas
$910K +$3.54K +7 +0.4%
TWM
2286
Thrive Wealth Management
Pennsylvania
$910K -$63.7K -126 -7%
EC
2287
EdgeRock Capital
Colorado
$908K -$20.7K -41 -2%
GF
2288
Gries Financial
Ohio
$906K +$87K +172 +11%
PWM
2289
Pines Wealth Management
North Carolina
$906K +$906K +1,739 New
MCM
2290
Monument Capital Management
Virginia
$904K -$259K -513 -22%
FFWA
2291
FRG Family Wealth Advisors
Washington
$904K
GG
2292
Greenwood Gearhart
Arkansas
$904K +$428K +846 +90%
DRP
2293
Decker Retirement Planning
Utah
$902K +$902K +1,784 New
BPW
2294
Bingham Private Wealth
California
$900K +$900K +1,779 New
TF
2295
Tudor Financial
Ohio
$899K +$120K +237 +15%
TWG
2296
The Wealth Group
Minnesota
$899K
SC
2297
Saturna Capital
Washington
$898K +$86K +170 +11%
AWS
2298
Aspen Wealth Strategies
Colorado
$898K +$12.6K +25 +1%
SIM
2299
Synergy Investment Management
Florida
$896K +$896K +1,771 New
CC
2300
Callan Capital
California
$895K -$274K -542 -23%