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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 %
KWM
2526
Kaydan Wealth Management
Michigan
$429K -$25.7K -51 -6%
CFA
2527
CWS Financial Advisors
Michigan
$428K +$1.51K +3 +0.4%
PPW
2528
Pasadena Private Wealth
California
$427K
TF
2529
Trek Financial
Arizona
$427K -$37.3K -74 -8%
EPA
2530
Element Pointe Advisors
Florida
$427K +$67.6K +134 +19%
RFN
2531
Redwood Financial Network
Ohio
$426K -$60K -119 -12%
CAM
2532
Columbia Asset Management
Michigan
$425K -$10.1K -20 -2%
IPW
2533
Invictus Private Wealth
Colorado
$425K -$3.53K -7 -0.8%
EWM
2534
Elite Wealth Management
Washington
$424K
GCA
2535
Genesee Capital Advisors
New York
$424K -$909K -1,803 -68%
RCG
2536
Rock Creek Group
District of Columbia
$424K -$269K -533 -39%
RCG
2537
Regatta Capital Group
California
$423K -$39.3K -78 -8%
SWA
2538
SOA Wealth Advisors
New York
$423K +$1.51K +3 +0.4%
ARC
2539
Advisor Resource Council
Texas
$423K -$33.3K -66 -7%
OWA
2540
Octavia Wealth Advisors
Ohio
$422K +$34.8K +69 +9%
WDA
2541
Wendell David Associates
New Hampshire
$422K -$21.2K -42 -5%
GFA
2542
Gallagher Fiduciary Advisors
Illinois
$420K -$660K -1,310 -61%
AFG
2543
Allegheny Financial Group
Pennsylvania
$420K +$1.51K +3 +0.4%
CC
2544
Callan Capital
California
$420K +$152K +302 +57%
PCH
2545
PGIM Custom Harvest
New Jersey
$419K -$140K -278 -25%
LT
2546
Legacy Trust
Michigan
$418K
EPP
2547
ETF Portfolio Partners
Kansas
$415K +$7.06K +14 +2%
JDR
2548
Jay D. Rosenbaum
$415K +$128K +254 +45%
RB
2549
Rodgers Brothers
Pennsylvania
$414K +$414K +822 New
LHEI
2550
Leo H. Evart Inc
California
$414K +$1.51K +3 +0.4%