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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 %
GHA
2626
Granite Harbor Advisors
Texas
$362K +$10.1K +20 +3%
AIA
2627
Arbor Investment Advisors
North Carolina
$362K
BBW
2628
Blue Barn Wealth
Utah
$361K +$504 +1 +0.1%
JSP
2629
Jackson Square Partners
California
$360K -$133K -263 -27%
CTWM
2630
Cherry Tree Wealth Management
Minnesota
$360K
FWI
2631
Facet Wealth Inc
Maryland
$360K +$21.9K +41 +6%
1WM
2632
1900 Wealth Management
Texas
$359K +$359K +712 New
JPWM
2633
Jamison Private Wealth Management
Georgia
$358K +$358K +710 New
BWA
2634
Brave Warrior Advisors
New York
$358K -$200K -396 -36%
WWC
2635
Waypoint Wealth Counsel
Georgia
$358K +$25.7K +51 +8%
MSR
2636
Main Street Research
Connecticut
$357K -$72.1K -143 -17%
MPW
2637
Monterey Private Wealth
California
$357K
CFO
2638
Callan Family Office
Pennsylvania
$357K -$554K -1,098 -61%
XWM
2639
Xcel Wealth Management
Florida
$357K -$129K -255 -26%
RIM
2640
RW Investment Management
Idaho
$357K
MSA
2641
Marino Stram & Associates
Massachusetts
$357K +$5.54K +11 +2%
MWM
2642
Massachusetts Wealth Management
Massachusetts
$356K
WDG
2643
Wealth Dimensions Group
Ohio
$356K +$28.2K +56 +9%
AFA
2644
American Financial Advisors
Georgia
$353K
EVM
2645
Evelyn V. Moreno
$353K
CWM
2646
CCG Wealth Management
California
$353K +$29.2K +58 +9%
RFA
2647
RTD Financial Advisors
Pennsylvania
$352K
QC
2648
QCM Cayman
Texas
$352K +$352K +699 New
GAM
2649
Gemmer Asset Management
California
$349K -$33.3K -66 -9%
KL
2650
KilterHowling LLC
Colorado
$349K +$4.03K +8 +1%