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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 %
CWM
2826
Cabot Wealth Management
Massachusetts
$257K +$33.8K +67 +15%
EP
2827
Edgestream Partners
New Jersey
$257K -$487K -966 -65%
CA
2828
CapWealth Advisors
Tennessee
$257K -$21.7K -43 -8%
HPA
2829
High Probability Advisors
New York
$257K
SSC
2830
Syverson Strege & Co
Iowa
$256K +$32.8K +65 +15%
CCA
2831
Cora Capital Advisors
New Jersey
$255K -$2.02K -4 -0.8%
MA
2832
MAS Advisors
Florida
$254K
FA
2833
Financial Avengers
California
$253K +$3.02K +6 +1%
FPGK
2834
Financial Partners Group (Kansas)
Kansas
$253K -$22.6K -42 -8%
BIA
2835
Bell Investment Advisors
California
$253K +$2.02K +4 +0.8%
CWA
2836
Centennial Wealth Advisory
Michigan
$252K +$36.3K +72 +17%
NPT
2837
Nixon Peabody Trust
Massachusetts
$252K -$5.04K -10 -2%
NSEDCP
2838
NJ State Employees Deferred Compensation Plan
New Jersey
$252K
PEA
2839
Park Edge Advisors
Ohio
$252K
KA
2840
Kearns & Associates
California
$252K
CWM
2841
Concentric Wealth Management
California
$252K
SC
2842
Samjo Capital
New York
$252K +$252K +500 New
PWA
2843
Provenance Wealth Advisors
Florida
$252K +$252K +500 New
LL
2844
LPWM LLC
Minnesota
$252K -$69.5K -135 -22%
CA
2845
CSM Advisors
Pennsylvania
$251K
QP
2846
Quilter Plc
United Kingdom
$250K -$34.9K -35 -12%
JSAM
2847
J. Safra Asset Management
New York
$250K +$53.9K +107 +28%
WB
2848
Webster Bank
Connecticut
$249K -$2.52K -5 -1%
IAG
2849
Investment Advisory Group
Massachusetts
$248K +$13.6K +27 +6%
NAM
2850
NTV Asset Management
West Virginia
$248K