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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 %
MWM
2676
Merriman Wealth Management
Washington
$334K +$10.6K +21 +3%
BA
2677
Bridge Advisory
California
$334K +$37.8K +75 +13%
PCA
2678
Peddock Capital Advisors
Massachusetts
$333K
HWM
2679
Howard Wealth Management
Connecticut
$332K
LC
2680
Landaas & Company
Wisconsin
$332K +$332K +659 New
CFO
2681
Custos Family Office
Texas
$331K -$18.2K -36 -5%
AIM
2682
Aspen Investment Management
Michigan
$331K -$503 -1 -0.2%
MKC
2683
M. Kraus & Co
Vermont
$330K
LIA
2684
LBMC Investment Advisors
Tennessee
$330K -$26K -51 -7%
WCM
2685
Wealthcare Capital Management
Virginia
$329K +$4.54K +9 +1%
DWP
2686
Destiny Wealth Partners
Florida
$328K
EAM
2687
Evanson Asset Management
California
$327K
DAM
2688
Diamant Asset Management
Connecticut
$326K
SSWM
2689
Strait & Sound Wealth Management
California
$326K +$18.2K +36 +6%
BFA
2690
Bill Few Associates
Pennsylvania
$325K
CNC
2691
Citizens & Northern Corp
Pennsylvania
$324K +$1.51K +3 +0.5%
BFWA
2692
Benchmark Financial Wealth Advisors
Florida
$324K -$29.7K -59 -8%
ACM
2693
Antonetti Capital Management
Florida
$323K -$504 -1 -0.2%
GIP
2694
Greatmark Investment Partners
Georgia
$323K
EWM
2695
Endowment Wealth Management
Wisconsin
$322K +$12.6K +25 +4%
TCM
2696
Triumph Capital Management
Colorado
$322K -$69.1K -137 -18%
MPW
2697
MGO Private Wealth
California
$321K +$57.5K +114 +22%
OPOWM
2698
One Plus One Wealth Management
Florida
$321K
IFO
2699
Independent Family Office
New York
$321K +$321K +636 New
EIA
2700
Edgemoor Investment Advisors
Maryland
$320K +$40.3K +80 +14%