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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 %
LFGO
2876
Legacy Financial Group (Oklahoma)
Oklahoma
$235K
PWP
2877
Private Wealth Partners
California
$235K
MF
2878
Manchester Financial
California
$234K +$2.52K +5 +1%
CPCM
2879
Cardinal Point Capital Management
Ontario, Canada
$234K +$234K +464 New
IIA
2880
Integral Investment Advisors
California
$234K +$234K +464 New
TCPWM
2881
Traverso Chambers Private Wealth Management
California
$233K +$7.06K +14 +3%
KAM
2882
Kraft Asset Management
Tennessee
$232K +$7.06K +14 +3%
EFH
2883
Eaton Financial Holdings
Florida
$232K +$232K +460 New
XS
2884
XR Securities
Illinois
$231K -$1.02M -2,032 -82%
CFG
2885
Cosner Financial Group
Colorado
$231K +$505 +1 +0.2%
JC
2886
Jacobs & Co
California
$231K
CWA
2887
Consilio Wealth Advisors
Washington
$231K -$6.62K -13 -3%
AFAS
2888
Acorn Financial Advisory Services
Virginia
$231K -$8.07K -16 -3%
GC
2889
Gilbert & Cook
Iowa
$230K +$230K +457 New
WJA
2890
Willis Johnson & Associates
Texas
$230K +$230K +455 New
SIC
2891
SJS Investment Consulting
Ohio
$229K +$8.57K +17 +4%
AWM
2892
Aberdeen Wealth Management
Illinois
$229K
IWN
2893
Independent Wealth Network
Iowa
$229K -$3.03K -6 -1%
WFA
2894
Wade Financial Advisory
California
$228K +$228K +453 New
GAM
2895
GEM Asset Management
Michigan
$228K -$5.55K -11 -2%
AOWM
2896
Alpha Omega Wealth Management
Virginia
$228K -$12.6K -25 -5%
DI
2897
Diligent Investors
California
$227K -$54K -107 -19%
ACG
2898
Allen Capital Group
Nebraska
$227K +$11.3K +22 +5%
OCM
2899
Orser Capital Management
Texas
$227K
RPCONE
2900
Retirement Planning Company of New England
Rhode Island
$227K -$25.2K -50 -10%