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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 %
MIM
2726
Merrion Investment Management
New Jersey
$308K
VCP
2727
Vista Capital Partners
Oregon
$306K
CFP
2728
Curran Financial Partners
South Carolina
$305K
CWA
2729
CJM Wealth Advisers
Virginia
$305K
KFS
2730
Kaizen Financial Strategies
California
$304K -$11.1K -22 -4%
PW
2731
Peninsula Wealth
California
$303K +$47.5K +91 +19%
AP
2732
Arlington Partners
Alabama
$303K -$209K -414 -41%
SFG
2733
Summit Financial Group
West Virginia
$303K
AT
2734
Arlington Trust
Alabama
$303K +$303K +601 New
C
2735
Covestor
United Kingdom
$303K -$33.4K -66 -10%
DA
2736
Dash Acquisitions
California
$302K -$13.1K -25 -4%
CWM
2737
C2C Wealth Management
Arizona
$302K -$4.6K -9 -2%
OPTFSNA
2738
Old Point Trust & Financial Services N A
Virginia
$300K
VCM
2739
Versant Capital Management
Arizona
$299K +$504 +1 +0.2%
IWM
2740
Integris Wealth Management
California
$298K +$19.7K +39 +7%
TWA
2741
Talisman Wealth Advisors
New Jersey
$296K +$10.6K +21 +4%
OLA
2742
Oliver Luxxe Assets
New Jersey
$295K
WCG
2743
Weaver Consulting Group
California
$295K +$22.7K +45 +8%
OCPWS
2744
One Charles Private Wealth Services
Massachusetts
$294K +$5.04K +10 +2%
KDA
2745
Kraft Davis & Associates
Missouri
$294K +$9.7K +19 +3%
PA
2746
Probity Advisors
Texas
$294K
WI
2747
Wedgewood Investors
Pennsylvania
$293K -$106K -210 -27%
SWM
2748
Stockman Wealth Management
Montana
$292K +$28.7K +57 +11%
TFG
2749
Team Financial Group
California
$291K +$291K +577 New
GAM
2750
Garrison Asset Management
Arkansas
$291K -$106K -210 -27%