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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 %
RLIM
2601
Red Lighthouse Investment Management
New York
$382K +$18.2K +36 +5%
WKSWA
2602
White Knight Strategic Wealth Advisors
New Jersey
$378K +$378K +750 New
ODIJL
2603
One Day In July LLC
Vermont
$378K +$378K +750 New
SDAM
2604
Shulman DeMeo Asset Management
New York
$378K +$1.51K +3 +0.4%
MC
2605
Merlin Capital
Rhode Island
$377K +$4.03K +8 +1%
LDB
2606
Lee, Danner & Bass
Tennessee
$376K +$7.57K +15 +2%
FHC
2607
First Heartland Consultants
Missouri
$376K +$74K +147 +25%
AWAP
2608
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$375K -$3.03K -6 -0.8%
CA
2609
Crumly & Associates
Illinois
$375K -$171K -340 -31%
BRM
2610
Boston Research & Management
Massachusetts
$373K
IWP
2611
Innova Wealth Partners
Pennsylvania
$372K +$10.6K +21 +3%
BPFA
2612
Barnes Pettey Financial Advisors
Mississippi
$371K
TWP
2613
TFO Wealth Partners
Ohio
$370K +$2.88K +6 +0.8%
MIM
2614
Moseley Investment Management
Florida
$370K +$1.51K +3 +0.4%
PSIWM
2615
Paradigm Strategies in Wealth Management
Minnesota
$369K +$504 +1 +0.1%
NWA
2616
New World Advisors
Massachusetts
$369K +$3.53K +7 +1%
ITIM
2617
Indiana Trust & Investment Management
Indiana
$369K +$75.6K +150 +26%
ACP
2618
Aviance Capital Partners
Florida
$367K -$4.03K -8 -1%
AWM
2619
Aprio Wealth Management
Georgia
$366K +$91.7K +182 +33%
EFMC
2620
Empire Financial Management Company
New York
$365K -$45.9K -91 -11%
LPAM
2621
Lodestar Private Asset Management
California
$364K -$11.6K -23 -3%
EBSAM
2622
Eubel Brady & Suttman Asset Management
Ohio
$363K +$2.02K +4 +0.6%
LAS
2623
LWM Advisory Services
Florida
$363K +$5.13K +10 +1%
PCOC
2624
Power Corp of Canada
Canada
$363K
KOMWMG
2625
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K -$21.7K -43 -6%