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UnitedHealth

3,124 hedge funds and large institutions have $407B invested in UnitedHealth in 2023 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,470 increasing their positions, 1,115 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,124
Holders Change
+12
Holders Change %
+0.39%
% of All Funds
49.81%
Holding in Top 10
403
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+14.81%
% of All Funds
6.43%
New
179
Increased
1,470
Reduced
1,115
Closed
130
Calls
$4.58B
Puts
$4.12B
Net Calls
+$457M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
2476
Lockerman Financial Group
California
$452K +$9.08K +18 +2%
BEAM
2477
Baker Ellis Asset Management
Washington
$451K -$50.4K -100 -10%
FWM
2478
Forza Wealth Management
Florida
$450K -$25.2K -50 -5%
HBW
2479
Hazlett, Burt & Watson
West Virginia
$450K +$12.1K +24 +3%
FA
2480
Fiduciary Alliance
South Carolina
$450K +$67.1K +133 +18%
PPWM
2481
Paragon Private Wealth Management
Kentucky
$450K
SFG
2482
StrategIQ Financial Group
Indiana
$449K +$16.1K +32 +4%
RWP
2483
Ridgecrest Wealth Partners
California
$449K -$8.57K -17 -2%
OPA
2484
Old Port Advisors
Maine
$448K +$448K +888 New
JWS
2485
Juncture Wealth Strategies
Arizona
$447K
PG
2486
Prostatis Group
Maryland
$446K -$39.6M -73,144 -99%
GIM
2487
Grassi Investment Management
California
$446K
TW
2488
Towerpoint Wealth
California
$446K -$2.02K -4 -0.5%
WFA
2489
Wellspring Financial Advisors
Ohio
$445K +$445K +883 New
CFD
2490
Creative Financial Designs
Indiana
$444K -$1.01K -2 -0.2%
SBWIC
2491
Schaper Benz & Wise Investment Counsel
Wisconsin
$444K
SPA
2492
Sherbrooke Park Advisers
New York
$443K -$162K -321 -27%
WP
2493
Westmount Partners
California
$443K +$3.53K +7 +0.8%
JEST
2494
JTC Employer Solutions Trustee
Jersey
$442K
SAM
2495
Satovsky Asset Management
New York
$441K +$1.51K +3 +0.3%
BWM
2496
Birchcreek Wealth Management
Ohio
$441K -$28.2K -56 -6%
JHCP
2497
Jackson Hole Capital Partners
Oklahoma
$441K
TCOO
2498
Trust Company of Oklahoma
Oklahoma
$441K +$441K +874 New
SAG
2499
Spotlight Asset Group
Illinois
$440K +$45.4K +90 +12%
CA
2500
Corrado Advisors
New Jersey
$439K +$439K +871 New