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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 %
MHWM
2901
Montz Harcus Wealth Management
Louisiana
$226K +$6.05K +12 +3%
EWM
2902
Elevatus Welath Management
New York
$226K +$226K +448 New
PCFFS
2903
Pacific Center for Financial Services
California
$225K +$144K +285 +176%
TFCP
2904
Twin Focus Capital Partners
Massachusetts
$225K -$550K -1,091 -71%
LWANC
2905
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K
CAM
2906
Crestone Asset Management
Colorado
$225K +$225K +447 New
EWA
2907
ERTS Wealth Advisors
Michigan
$225K -$23.7K -47 -10%
ACM
2908
AUA Capital Management
Pennsylvania
$224K
SFC
2909
SYM Financial Corp
Indiana
$224K +$224K +445 New
LC
2910
LCNB Corp
Ohio
$224K -$5.55K -11 -2%
HCM
2911
Howard Capital Management
Georgia
$223K +$5.04K +10 +2%
BWA
2912
BlueSky Wealth Advisors
North Carolina
$222K -$33.3K -66 -13%
W
2913
Wealthquest
Ohio
$222K +$8.07K +16 +4%
BSSFA
2914
Baron Silver Stevens Financial Advisors
Florida
$220K +$220K +437 New
RWG
2915
Ratio Wealth Group
Colorado
$219K +$219K +435 New
MLA
2916
MB, Levis & Associates
Pennsylvania
$219K -$4.03K -8 -2%
T
2917
TRUADVICE
Florida
$219K +$219K +405 New
BWM
2918
Benchmark Wealth Management
Connecticut
$218K -$7.56K -15 -3%
ACM
2919
Academy Capital Management
Texas
$218K -$56.5K -112 -21%
HCM
2920
Hutner Capital Management
Vermont
$218K
CSIA
2921
Charles Schwab Investment Advisory
California
$217K +$217K +430 New
SF
2922
Slagle Financial
Illinois
$217K -$80.7K -160 -27%
EMFAT
2923
Emerald Mutual Fund Advisers Trust
Pennsylvania
$217K +$70.6K +140 +48%
CPG
2924
Cornerstone Planning Group
New Jersey
$217K -$10.6K -21 -5%
CPP
2925
Capasso Planning Partners
South Carolina
$216K +$3.03K +6 +1%