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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 %
TA
2501
Trellis Advisors
Washington
$439K
AP
2502
Atwood & Palmer
Missouri
$438K
KCPG
2503
Kavar Capital Partners Group
Kansas
$437K
CWA
2504
Continuum Wealth Advisors
New York
$437K
JE
2505
JMAC Enterprises
Pennsylvania
$437K +$21.2K +42 +5%
MGAM
2506
McGowan Group Asset Management
Texas
$436K +$70.1K +139 +19%
FUBT
2507
First United Bank & Trust
Maryland
$436K -$6.55K -13 -1%
BFA
2508
Benedict Financial Advisors
Georgia
$436K +$127K +252 +41%
PWS
2509
Peterson Wealth Services
Utah
$435K +$8.57K +17 +2%
SGWM
2510
Sterling Group Wealth Management
California
$435K
HFS
2511
Horizon Financial Services
North Carolina
$435K
HPWM
2512
High Pines Wealth Management
Massachusetts
$435K +$120K +238 +38%
Jacobs Levy Equity Management
2513
Jacobs Levy Equity Management
New Jersey
$435K +$435K +862 New
RCM
2514
Raleigh Capital Management
North Carolina
$434K +$65.6K +130 +18%
WPWM
2515
Western Pacific Wealth Management
Illinois
$434K -$20.7K -41 -5%
FIBT
2516
First International Bank & Trust
North Dakota
$433K -$235K -467 -35%
EA
2517
Echo45 Advisors
California
$433K -$32.3K -64 -7%
HAG
2518
HF Advisory Group
Maryland
$433K +$54.6K +106 +14%
MWM
2519
Mascoma Wealth Management
New Hampshire
$433K +$46.4K +92 +12%
TIA
2520
Traphagen Investment Advisors
New Jersey
$432K -$10.6K -21 -2%
GWP
2521
Gateway Wealth Partners
Wisconsin
$431K +$50.4K +100 +13%
LODC
2522
Lanham O'Dell & Company
West Virginia
$431K
HVP
2523
Hudson Value Partners
Florida
$431K +$156K +309 +57%
AWM
2524
Avaii Wealth Management
Wisconsin
$430K +$8.57K +17 +2%
FVWA
2525
Foster Victor Wealth Advisors
South Carolina
$430K -$7.35K -14 -2%