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UnitedHealth

3,393 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,415 increasing their positions, 1,233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,393
Holders Change
+269
Holders Change %
+8.61%
% of All Funds
49.74%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
411
Increased
1,415
Reduced
1,233
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
2601
Summa Corp
Texas
$500K +$500K +950 New
TCM
2602
TimesSquare Capital Management
New York
$500K +$500K +950 New
BC
2603
Belmont Capital
California
$499K -$51.1K -97 -9%
RWI
2604
Red Wave Investments
Pennsylvania
$498K -$1.05K -2 -0.2%
SC
2605
SRB Corp
Massachusetts
$498K
VST
2606
Van Strum & Towne
California
$498K
PWW
2607
Pettyjohn Wood & White
Virginia
$495K -$5.27K -10 -1%
KA
2608
Kure Advisory
Minnesota
$494K -$4.74K -9 -1%
GKWIM
2609
Gerber Kawasaki Wealth & Investment Management
California
$493K -$34.2K -65 -6%
SNBOSD
2610
Security National Bank of So Dak
Iowa
$493K
CC
2611
Cornerstone Capital
California
$492K
MC
2612
Matisse Capital
Oregon
$492K +$492K +934 New
HKIMG
2613
Hutchens & Kramer Investment Management Group
Indiana
$491K +$84.2K +160 +21%
EA
2614
Ellsworth Advisors
Ohio
$490K +$35.3K +67 +8%
BWP
2615
Balboa Wealth Partners
Arizona
$489K -$88.5K -168 -15%
CMI
2616
Clare Market Investments
Texas
$488K +$488K +927 New
AHL
2617
Abel Hall LLC
Louisiana
$488K +$488K +927 New
FFA
2618
Fi3 Financial Advisors
Indiana
$488K -$79.5K -151 -14%
HP
2619
Hilltop Partners
Indiana
$487K +$240K +455 +97%
LFG
2620
Lockerman Financial Group
California
$487K +$15.3K +29 +3%
PO
2621
Private Ocean
California
$487K
IF
2622
Insight Folios
North Carolina
$486K
CHA
2623
Cooper/Haims Advisors
New York
$486K
KFC
2624
Klingenstein Fields & Co
New York
$486K
SWM
2625
Salvus Wealth Management
New Jersey
$485K