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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 %
B
2751
Bridgeworth
Alabama
$290K -$7.56K -15 -3%
APW
2752
Acima Private Wealth
Virginia
$290K
MWM
2753
Magnolia Wealth Management
Alabama
$289K +$12.1K +24 +4%
RA
2754
Rockingstone Advisors
Massachusetts
$288K +$48.4K +96 +20%
FMN
2755
Financial Management Network
California
$287K +$2.55K +5 +0.9%
CWM
2756
Cherrydale Wealth Management
New Jersey
$286K -$15.6K -31 -5%
IAP
2757
Indie Asset Partners
Indiana
$286K +$504 +1 +0.2%
WSCM
2758
Wellington Shields Capital Management
New York
$286K
BIA
2759
Barry Investment Advisors
Massachusetts
$286K -$178K -353 -38%
KIA
2760
KLR Investment Advisors
Rhode Island
$285K -$26.5K -56 -8%
VBWMG
2761
Von Berge Wealth Management Group
California
$285K +$504 +1 +0.2%
CGFA
2762
Colton Groome Financial Advisors
North Carolina
$285K -$780K -1,547 -73%
VV
2763
Verity & Verity
South Carolina
$284K +$36.8K +73 +15%
WB
2764
West Bancorporation
Iowa
$283K +$3.03K +6 +1%
FL
2765
Fort LP
Maryland
$283K +$12.1K +24 +4%
HC
2766
Hamilton Capital
Ohio
$283K +$45.4K +90 +19%
PGIM
2767
Pacific Global Investment Management
California
$282K
LAM
2768
Lakewood Asset Management
Illinois
$281K +$504 +1 +0.2%
JWM
2769
JGP Wealth Management
Oregon
$279K +$1.51K +3 +0.5%
MPCG
2770
Matrix Private Capital Group
New York
$279K
SFS
2771
Security Financial Services
Indiana
$278K +$7.56K +15 +3%
AIM
2772
Aigen Investment Management
New York
$278K +$278K +552 New
PWLP
2773
Prio Wealth Limited Partnership
Massachusetts
$278K +$278K +552 New
TFA
2774
Trinity Financial Advisors
Ohio
$278K -$14.6K -29 -5%
PFWA
2775
Paces Ferry Wealth Advisors
Georgia
$278K +$13.1K +26 +5%