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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 %
WAS
2976
Winch Advisory Services
Wisconsin
$194K +$505 +1 +0.3%
AWM
2977
Atticus Wealth Management
Florida
$193K
FCMT
2978
Founders Capital Management (Texas)
Texas
$193K -$4.04K -8 -2%
OSNBOA
2979
Old Second National Bank of Aurora
Illinois
$191K -$9.58K -19 -5%
BCMLT
2980
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K
WWM
2981
Wolff Wiese Magana
California
$186K -$3.53K -7 -2%
KFP
2982
KB Financial Partners
New Jersey
$185K -$39.8K -79 -18%
FFL
2983
Financial Freedom LLC
Ohio
$183K
TIM
2984
Tortoise Investment Management
New York
$182K +$5.04K +10 +3%
VIA
2985
Virtus Investment Advisers
Connecticut
$181K +$58K +115 +47%
FWA
2986
FSC Wealth Advisors
New York
$177K
YAL
2987
Your Advocates Ltd
Texas
$176K -$20.2K -40 -10%
RFP
2988
Roth Financial Partners
Texas
$168K
DCBT
2989
Dakota Community Bank & Trust
North Dakota
$167K +$11.1K +22 +7%
BWAM
2990
Boyd Watterson Asset Management
Ohio
$167K -$1.01K -2 -0.6%
PA
2991
PSI Advisors
Florida
$165K +$23.2K +46 +16%
TFGT
2992
TS Financial Group (TSFG)
Illinois
$161K
HWM
2993
HighMark Wealth Management
Minnesota
$161K
SHIM
2994
Stone House Investment Management
Pennsylvania
$159K -$37.4K -74 -19%
MFG
2995
Mendota Financial Group
Wisconsin
$155K -$25.2K -50 -14%
AA
2996
Addison Advisors
Vermont
$153K +$31.8K +63 +26%
RFA
2997
Register Financial Advisors
Georgia
$152K +$1.51K +3 +1%
NIMI
2998
Natixis Investment Managers International
France
$150K -$40.8K -81 -21%
AWM
2999
Abound Wealth Management
Tennessee
$149K +$17.7K +35 +13%
DF
3000
Dunhill Financial
United Kingdom
$142K +$5.24K +10 +4%