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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 %
GC
2451
Grange Capital
Oregon
$710K +$710K +1,404 New
COCM
2452
Charter Oak Capital Management
New Hampshire
$709K +$3.04K +6 +0.4%
KCM
2453
Kanawha Capital Management
Virginia
$709K -$34.9K -69 -5%
WMA
2454
Wealth Management Associates
New Jersey
$705K +$70.3K +139 +11%
CCA
2455
Coign Capital Advisors
Utah
$705K +$705K +1,393 New
MWM
2456
Maridea Wealth Management
New York
$704K +$704K +1,392 New
I
2457
INVST
Indiana
$703K -$48.6K -96 -6%
CA
2458
Centerpoint Advisors
Massachusetts
$702K -$149K -295 -18%
FBT
2459
First Bank & Trust
South Dakota
$700K +$60.7K +120 +10%
Impax Asset Management Group
2460
Impax Asset Management Group
United Kingdom
$700K +$700K +1,383 New
SSWM
2461
Strait & Sound Wealth Management
California
$699K +$32.9K +65 +5%
HBS
2462
Howard Bailey Securities
Indiana
$699K -$15.7K -31 -2%
JGGDR
2463
JGP Global Gestao de Recursos
Brazil
$698K -$446K -882 -39%
TPW
2464
Talon Private Wealth
Florida
$697K +$612K +1,210 +725%
VCM
2465
Versant Capital Management
Arizona
$696K +$185K +365 +36%
RIM
2466
Redwood Investment Management
Arizona
$696K +$294K +581 +73%
MSWM
2467
McGlone Suttner Wealth Management
Wisconsin
$695K -$111K -219 -14%
WWM
2468
Whalen Wealth Management
Nevada
$694K
JPWM
2469
Jamison Private Wealth Management
Georgia
$693K +$73.8K +146 +12%
SMH
2470
Sanders Morris Harris
Texas
$692K +$2.03K +4 +0.3%
PP
2471
PrairieView Partners
Minnesota
$691K -$19.2K -38 -3%
TSWM
2472
Tyler-Stone Wealth Management
Ohio
$691K +$43.5K +86 +7%
SFS
2473
Summit Financial Strategies
Ohio
$690K
KCPG
2474
Kavar Capital Partners Group
Kansas
$690K
CWM
2475
Cahaba Wealth Management
Georgia
$690K +$3.04K +6 +0.4%