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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 %
FPCP
2301
Fort Point Capital Partners
California
$895K -$6.58K -13 -0.7%
RWS
2302
Resolute Wealth Strategies
Mississippi
$895K -$22.3K -44 -2%
AMG
2303
Asset Management Group
Connecticut
$894K +$2.53K +5 +0.3%
JWWM
2304
Johnson & White Wealth Management
Pennsylvania
$894K +$38.8K +77 +5%
HWP
2305
Heritage Wealth Partners
Ohio
$893K -$3.54K -7 -0.4%
PCM
2306
Presidio Capital Management
California
$892K +$1.52K +3 +0.2%
TPWA
2307
Twin Peaks Wealth Advisors
California
$890K +$585K +1,157 +192%
TNA
2308
True North Advisors
Texas
$890K +$315K +622 +55%
IWP
2309
Invenio Wealth Partners
Florida
$889K +$65.3K +129 +8%
AFP
2310
Ausdal Financial Partners
Iowa
$888K +$67.8K +134 +8%
SIC
2311
Sterling Investment Counsel
New York
$888K -$988K -1,953 -53%
DA
2312
Doliver Advisors
Texas
$886K -$677K -1,337 -43%
CIM
2313
Chiron Investment Management
New York
$885K +$885K +1,749 New
HPIA
2314
Hamilton Point Investment Advisors
North Carolina
$884K +$675K +1,335 +324%
CWM
2315
Challenger Wealth Management
California
$883K +$883K +1,746 New
RA
2316
Rational Advisors
New York
$882K +$882K +1,744 New
BHB
2317
Bank Hapoalim BM
Israel
$882K -$645K -1,275 -42%
SB
2318
Sunflower Bank
Texas
$882K +$78.9K +156 +10%
VBFP
2319
Valtinson Bruner Financial Planning
Minnesota
$874K -$54.1K -107 -6%
GSWM
2320
Golden State Wealth Management
California
$867K +$867K +1,714 New
DFA
2321
Davies Financial Advisors
California
$867K -$100K -198 -10%
ACP
2322
Aveo Capital Partners
Colorado
$866K -$180K -356 -17%
SIC
2323
Samalin Investment Counsel
New York
$865K -$709K -1,402 -45%
PAG
2324
Paladin Advisory Group
Iowa
$865K
DA
2325
Detalus Advisors
Missouri
$861K +$14.7K +29 +2%