UNH icon

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 %
WA
2926
WBH Advisory
Maryland
$216K +$216K +429 New
ACA
2927
Ascension Capital Advisors
Texas
$216K +$216K +429 New
RF
2928
Rollins Financial
Georgia
$216K +$216K +428 New
TFO
2929
Tarbox Family Office
California
$215K +$215K +426 New
EL
2930
EMFO LLC
Florida
$214K
AIIMS
2931
Analyst IMS Investment Management Services
Israel
$213K +$213K +417 New
LFA
2932
Landmark Financial Advisors
Kentucky
$213K
TFG
2933
Tilson Financial Group
New Jersey
$212K -$3.53K -7 -2%
EIA
2934
Eldridge Investment Advisors
New Hampshire
$212K
CAM
2935
Costello Asset Management
Pennsylvania
$211K +$211K +419 New
SAM
2936
Summit Asset Management
Tennessee
$211K
TFM
2937
TFC Financial Management
Massachusetts
$210K +$15.1K +30 +8%
EWM
2938
Edge Wealth Management
New York
$210K -$13.1K -26 -6%
BFM
2939
Boothbay Fund Management
New York
$210K +$210K +417 New
TC
2940
Trust Company
Kansas
$210K +$192K +381 +1,089%
DIM
2941
Delta Investment Management
California
$210K +$210K +416 New
PWMG
2942
Pinnacle Wealth Management Group
Michigan
$209K +$209K +415 New
SHA
2943
Seneca House Advisors
Virginia
$209K +$209K +397 New
ICM
2944
Intrepid Capital Management
Florida
$209K -$504 -1 -0.2%
OBGC
2945
O'Brien Greene & Co
Pennsylvania
$209K +$209K +414 New
WDC
2946
Woodward Diversified Capital
California
$209K +$209K +414 New
OFW
2947
Omnia Family Wealth
Florida
$209K +$209K +414 New
NIC
2948
Northwest Investment Counselors
Oregon
$208K +$10.1K +20 +5%
WCP
2949
Wick Capital Partners
Pennsylvania
$208K +$208K +412 New
MAM
2950
Mystic Asset Management
Rhode Island
$208K +$208K +412 New