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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 %
FFG
2576
Fortem Financial Group
California
$396K -$18.2K -36 -4%
WSWA
2577
Warren Street Wealth Advisors
California
$395K +$36.8K +73 +10%
PCMC
2578
Private Capital Management (Colorado)
Colorado
$395K +$42.9K +85 +12%
TWA
2579
Tandem Wealth Advisors
Arizona
$394K -$4.03K -8 -1%
BO
2580
Bank OZK
Arkansas
$393K -$115K -228 -23%
CP
2581
Castleview Partners
Texas
$393K +$4.03K +8 +1%
CWA
2582
Canvas Wealth Advisors
Kansas
$392K +$8.96K +17 +2%
IFA
2583
Index Fund Advisors
California
$392K -$4.54K -9 -1%
IAG
2584
Investmark Advisory Group
Connecticut
$392K +$1.01K +2 +0.3%
PTC
2585
Philadelphia Trust Company
Pennsylvania
$392K
IDA
2586
Intelligence Driven Advisers
California
$391K +$61.3K +120 +19%
CAS
2587
Coppell Advisory Solutions
Texas
$391K +$12.7K +24 +3%
AFC
2588
AFT Forsyth & Company
Florida
$390K
FC
2589
Financial Council
Maryland
$388K +$18.7K +37 +5%
NOI
2590
Newton One Investments
Delaware
$388K +$1.51K +3 +0.4%
FPIS
2591
Financial Planning & Information Services
Wisconsin
$387K -$2.52K -5 -0.6%
WW
2592
Westshore Wealth
California
$387K +$8.57K +17 +2%
SCA
2593
Sandy Cove Advisors
Massachusetts
$387K -$27.7K -55 -7%
SCA
2594
Southern Capital Advisors
Tennessee
$387K +$387K +768 New
GWM
2595
Gray Wealth Management
Maine
$387K +$51.4K +102 +15%
VAG
2596
VisionPoint Advisory Group
Texas
$387K +$93.3K +185 +32%
NFP
2597
Narus Financial Partners
Utah
$387K +$19.2K +38 +5%
OCM
2598
Osterweis Capital Management
California
$385K
CFSG
2599
Clark Financial Services Group
Missouri
$383K +$504 +1 +0.1%
BWP
2600
Bernardo Wealth Planning
Pennsylvania
$383K +$504 +1 +0.1%