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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 %
SGC
3026
Slocum, Gordon & Co
Rhode Island
$101K
NMG
3027
New Millennium Group
Utah
$100K -$5.55K -11 -5%
HC
3028
Hoese & Co
Minnesota
$99.8K
OLVIG
3029
Oliver Lagore Vanvalin Investment Group
Michigan
$95.8K +$3.03K +6 +3%
WAM
3030
WFA Asset Management
Wisconsin
$94.7K +$2.52K +5 +3%
CHA
3031
Carmichael Hill & Associates
Maryland
$93.9K
CFG
3032
CKW Financial Group
Hawaii
$88K
FRA
3033
Front Row Advisors
California
$86.2K -$2.02K -4 -2%
EWP
3034
Elevation Wealth Partners
California
$85.2K
CMP
3035
Coston McIsaac & Partners
Maine
$85K +$3.02K +6 +4%
CCMI
3036
Creative Capital Management Investments
California
$80.7K +$36.3K +72 +82%
GG
3037
Gleason Group
Kentucky
$79.1K +$504 +1 +0.6%
IWP
3038
IAG Wealth Partners
Wisconsin
$78.7K
BHWM
3039
Bay Harbor Wealth Management
Maryland
$78.7K +$1.51K +3 +2%
GWMIA
3040
Global Wealth Management Investment Advisory
Florida
$77.1K
SPWM
3041
Spartan Planning & Wealth Management
North Carolina
$75.1K +$75.1K +149 New
RBC
3042
Roble Belko & Company
Pennsylvania
$74K
RG
3043
Retirement Group
California
$73.6K
GJIA
3044
Glass Jacobson Investment Advisors
Maryland
$73.6K +$24.2K +48 +49%
NCM
3045
Northwest Capital Management
Oregon
$73.1K
FIM
3046
FWL Investment Management
Texas
$69.6K +$69.6K +138 New
NF
3047
Norwood Financial
Pennsylvania
$66.5K +$6.55K +13 +11%
NSG
3048
Nalls Sherbakoff Group
Tennessee
$65.5K
JMF
3049
Johnson Midwest Financial
Iowa
$65.4K
GWM
3050
Guardian Wealth Management
Illinois
$64.7K