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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 %
MHR
2551
Matthew Hamilton Rosenberg
$413K
WWG
2552
West Wealth Group
California
$412K +$112K +222 +37%
RDFA
2553
Ritter Daniher Financial Advisory
Ohio
$411K +$101K +200 +32%
CCM
2554
Chickasaw Capital Management
Tennessee
$411K
SFS
2555
Summit Financial Strategies
Ohio
$410K +$18.1K +36 +5%
LF
2556
Lantz Financial
Illinois
$409K +$5.04K +10 +1%
MIA
2557
Milestone Investment Advisors
Wisconsin
$409K +$409K +811 New
AWCI
2558
Alpine Woods Capital Investors
New York
$408K -$153K -303 -27%
GFPC
2559
Global Financial Private Client
Florida
$408K
CIA
2560
Caerus Investment Advisors
Texas
$407K
WIA
2561
World Investment Advisors
California
$406K +$32.3K +64 +9%
BMC
2562
Benin Management Corp
Connecticut
$405K
BMC
2563
Beaton Management Company
Massachusetts
$405K +$2.02K +4 +0.5%
CFFP
2564
Center for Financial Planning
Michigan
$404K -$176K -350 -30%
WC
2565
Woodstock Corp
Massachusetts
$404K
IPW
2566
Impact Partnership Wealth
Georgia
$403K +$380K +754 +1,639%
CFA
2567
Capstone Financial Advisors
Illinois
$402K +$36.8K +73 +10%
TMWM
2568
Taylor & Morgan Wealth Management
Michigan
$402K -$37.3K -74 -8%
GSIS
2569
Global Strategic Investment Solutions
Arizona
$401K -$2.02K -4 -0.5%
EW
2570
Element Wealth
Mississippi
$400K +$504 +1 +0.1%
VC
2571
Veery Capital
Delaware
$399K +$1.01K +2 +0.3%
LGG
2572
Luts & Greenleigh Group
Maryland
$399K -$107K -213 -21%
HKIMG
2573
Hutchens & Kramer Investment Management Group
Indiana
$398K -$11.8K -23 -3%
BMA
2574
Brooks Moore & Associates
Tennessee
$397K
KLI
2575
Kelman-Lazarov Inc
Tennessee
$397K +$1.51K +3 +0.4%