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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 %
LTI
2851
Laffer Tengler Investments
Tennessee
$247K -$82.7K -164 -25%
AA
2852
Alesco Advisors
New York
$247K
OWM
2853
Orgel Wealth Management
Wisconsin
$247K
AA
2854
AlphaQ Advisors
Florida
$246K -$20.2K -40 -8%
BFP
2855
Briaud Financial Planning
Texas
$246K
FWM
2856
Focused Wealth Management
New York
$246K +$1.01K +2 +0.4%
NEWAS
2857
N.E.W. Advisory Services
Wisconsin
$246K +$246K +487 New
VCM
2858
Verde Capital Management
Michigan
$245K +$33.8K +67 +16%
RPCA
2859
Running Point Capital Advisors
California
$245K +$13.6K +27 +6%
P
2860
Palladiem
Pennsylvania
$245K
BWA
2861
Beam Wealth Advisors
Louisiana
$244K +$11.6K +23 +5%
LAM
2862
Lifestyle Asset Management
Texas
$244K -$2.02K -4 -0.8%
Cohen & Steers
2863
Cohen & Steers
New York
$243K +$243K +482 New
AW
2864
Apricus Wealth
South Carolina
$243K
HBWM
2865
Hollow Brook Wealth Management
New York
$241K
LA
2866
Lane & Associates
New Jersey
$240K -$20.2K -40 -8%
DWM
2867
Destination Wealth Management
California
$240K -$793K -1,572 -77%
JWA
2868
JFS Wealth Advisors
Pennsylvania
$239K +$36.8K +73 +18%
CCP
2869
Carmel Capital Partners
California
$239K +$155K +308 +186%
HL
2870
HeadInvest LLC
Maine
$239K -$30.4K -59 -11%
AIP
2871
Almanack Investment Partners
Pennsylvania
$237K -$227K -450 -49%
HP
2872
Hilltop Partners
Indiana
$237K +$237K +471 New
WAOTB
2873
Wealth Advisors of Tampa Bay
Florida
$237K +$237K +470 New
CCP
2874
Clough Capital Partners
Massachusetts
$237K -$2.71M -5,376 -92%
EF
2875
Exeter Financial
Arizona
$236K