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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 %
BHIA
2701
Birch Hill Investment Advisors
Massachusetts
$319K +$8.07K +16 +3%
RWM
2702
Reston Wealth Management
Virginia
$319K +$18.1K +36 +6%
WAM
2703
Worth Asset Management
Texas
$318K -$60.5K -120 -16%
NC
2704
NovaPoint Capital
Georgia
$318K +$19.2K +38 +6%
MA
2705
MBA Advisors
Pennsylvania
$317K
NG
2706
Northstar Group
New York
$317K
WRPWM
2707
Werba Rubin Papier Wealth Management
California
$317K +$504 +1 +0.2%
FPFS
2708
First Personal Financial Services
North Carolina
$316K -$23.2K -46 -7%
SWM
2709
Seed Wealth Management
Illinois
$316K
CFP
2710
Cypress Financial Planning
New Jersey
$316K
CIG
2711
Cairn Investment Group
Washington
$316K +$15.1K +30 +5%
AA
2712
Aufman Associates
Pennsylvania
$315K
LFP
2713
Lakeshore Financial Planning
Michigan
$313K +$313K +621 New
OA
2714
Operose Advisors
Wisconsin
$313K +$251K +497 +401%
BWM
2715
BlackDiamond Wealth Management
New York
$313K +$1.59K +3 +0.5%
OW
2716
Olistico Wealth
Oklahoma
$312K -$7.57K -15 -2%
WSC
2717
Wellington Shields & Co
New York
$312K -$117K -232 -27%
CISOA
2718
Capital Investment Services of America
Wisconsin
$311K -$77.1K -153 -20%
PCMF
2719
Private Capital Management (Florida)
Florida
$311K -$3.03K -6 -1%
EWM
2720
EPG Wealth Management
Georgia
$310K +$6.55K +13 +2%
CIS
2721
Connors Investor Services
Pennsylvania
$310K -$12.4M -24,585 -98%
CIA
2722
Compass Ion Advisors
Pennsylvania
$310K +$310K +614 New
FA
2723
Fortis Advisors
Pennsylvania
$309K
UBV
2724
United Bank (Virginia)
Virginia
$309K +$29.7K +59 +11%
KL
2725
KWMG LLC
Kansas
$309K -$20.7K -41 -6%