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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 %
PCM
2801
Palisade Capital Management
New Jersey
$269K +$269K +533 New
SPI
2802
Sutton Place Investors
New York
$269K +$269K +533 New
RFG
2803
Range Financial Group
Oregon
$268K -$504 -1 -0.2%
GCM
2804
G2 Capital Management
Ohio
$268K -$6.05K -12 -2%
TSWM
2805
Tyler-Stone Wealth Management
Ohio
$268K +$504 +1 +0.2%
USB
2806
Union Savings Bank
Connecticut
$268K +$40.3K +80 +18%
TWM
2807
TriaGen Wealth Management
California
$266K -$404K -801 -60%
FA
2808
Fermata Advisors
California
$266K +$266K +524 New
VAM
2809
Verity Asset Management
North Carolina
$266K +$2.02K +4 +0.8%
GWM
2810
GSB Wealth Management
Connecticut
$266K +$44.4K +88 +20%
DE
2811
Day & Ennis
Georgia
$266K -$25.2K -50 -9%
MAM
2812
Milestone Asset Management
Pennsylvania
$266K +$39.6K +77 +18%
LF
2813
LifeSteps Financial
California
$265K
SL
2814
Sentry LLC
Tennessee
$265K -$131K -260 -33%
FCFC
2815
First Citizens Financial Corp
Iowa
$265K
AFP
2816
Alpha Financial Partners
Kentucky
$264K
PBC
2817
Pavion Blue Capital
California
$264K
HW
2818
Hamilton Wealth
California
$263K -$1.01K -2 -0.4%
ACA
2819
Affinity Capital Advisors
California
$263K +$20.2K +40 +8%
DWA
2820
Dougherty Wealth Advisers
Minnesota
$261K
CWG
2821
Crown Wealth Group
North Carolina
$261K +$18.7K +37 +8%
CI
2822
Carroll Investors
South Carolina
$261K -$62K -122 -19%
CNWM
2823
Clay Northam Wealth Management
California
$260K
RWA
2824
Rooted Wealth Advisors
Illinois
$259K -$14K -26 -5%
SAMT
2825
Select Asset Management & Trust
Pennsylvania
$257K +$24.2K +48 +10%