UNH icon

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 %
EA
2651
Emerald Advisors
Washington
$348K +$3.53K +7 +1%
IAA
2652
Ironsides Asset Advisors
North Carolina
$347K
SN
2653
Sittner & Nelson
Oregon
$347K
MWP
2654
Meridian Wealth Partners
Pennsylvania
$346K +$48.4K +96 +16%
SC
2655
Seldon Capital
California
$346K
AGP
2656
Autumn Glory Partners
Texas
$345K
4WM
2657
4J Wealth Management
Virginia
$345K +$6.05K +12 +2%
SA
2658
Shilanski & Associates
Alaska
$345K +$504 +1 +0.1%
C1AG
2659
Client 1st Advisory Group
Florida
$344K
FMTCOCP
2660
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$344K -$12.6K -25 -4%
WF
2661
Wayfinding Financial
Washington
$344K +$7.21K +14 +2%
FAM
2662
Flaharty Asset Management
Florida
$343K
TA
2663
TrueWealth Advisors
Alabama
$342K +$342K +678 New
GA
2664
GSG Advisors
New Jersey
$340K +$340K +674 New
TFF
2665
The Family Firm
Maryland
$340K +$1.01K +2 +0.3%
WP
2666
WealthPLAN Partners
Nebraska
$339K +$13.1K +26 +4%
BST
2667
Bath Savings Trust
Maine
$339K
PCMK
2668
Paragon Capital Management (Kansas)
Kansas
$338K -$10.1K -20 -3%
HCM
2669
Hillman Capital Management
Maryland
$338K
SFM
2670
Signet Financial Management
New Jersey
$338K -$31.3K -62 -8%
HWA
2671
Heartwood Wealth Advisors
Virginia
$337K -$7.56K -15 -2%
SAA
2672
Southeast Asset Advisors
Georgia
$337K +$504 +1 +0.1%
ONST
2673
Old North State Trust
North Carolina
$336K -$11.1K -22 -3%
GSIAS
2674
Garden State Investment Advisory Services
New Jersey
$335K +$78.2K +155 +30%
KC
2675
Kinloch Capital
Virginia
$335K -$50.9K -101 -13%