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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 %
BW
2951
BIP Wealth
Georgia
$207K -$55K -109 -21%
VFP
2952
Verus Financial Partners
Virginia
$207K -$15.1K -28 -7%
PWA
2953
Physician Wealth Advisors
Utah
$207K +$207K +393 New
FWMM
2954
Foundation Wealth Management (Missouri)
Missouri
$206K +$206K +408 New
SIA
2955
Sage Investment Advisers
New York
$205K +$205K +407 New
SWM
2956
Shakespeare Wealth Management
Wisconsin
$205K +$205K +407 New
AA
2957
AJ Advisors
Tennessee
$205K +$205K +406 New
ML
2958
McAdam LLC
Pennsylvania
$203K +$203K +403 New
VFG
2959
V2 Financial group
Illinois
$203K +$203K +403 New
TSS
2960
Two Sigma Securities
New York
$203K +$203K +403 New
IUHSA
2961
Itau Unibanco Holding S.A.
Brazil
$203K -$56K -111 -22%
AFG
2962
AFS Financial Group
Maryland
$202K +$202K +401 New
JTWM
2963
Jackson Thornton Wealth Management
Alabama
$202K +$202K +401 New
PIFP
2964
Partners in Financial Planning
Virginia
$202K +$202K +400 New
KBFS
2965
Kohmann Bosshard Financial Services
Ohio
$202K +$202K +400 New
OKSA
2966
O'Keefe Stevens Advisory
New York
$202K +$202K +400 New
FDDB
2967
Fidelity D&D Bancorp
Pennsylvania
$202K +$202K +400 New
HG
2968
Harbor Group
New Hampshire
$201K +$201K +399 New
WA
2969
Wealthstar Advisors
Texas
$201K +$201K +398 New
FF
2970
Francis Financial
$201K +$201K +398 New
RWA
2971
Redhawk Wealth Advisors
Minnesota
$200K +$200K +398 New
SHFP
2972
Second Half Financial Partners
Florida
$200K -$2.54M -5,042 -93%
HDIM
2973
Hanson & Doremus Investment Management
Vermont
$199K +$20.7K +41 +12%
TFA
2974
Transamerica Financial Advisors
Florida
$197K +$41.4K +82 +27%
POIA
2975
Pin Oak Investment Advisors
Texas
$195K +$8.08K +16 +4%