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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 %
WOC
3051
West Oak Capital
California
$63K
DFA
3052
DHJJ Financial Advisors
Illinois
$62.9K +$62.9K +125 New
TLA
3053
Tanglewood Legacy Advisors
Texas
$61.5K
BAM
3054
Bellevue Asset Management
Washington
$61.5K
RWM
3055
Ruedi Wealth Management
Illinois
$61.1K
LFA
3056
Level Financial Advisors
New York
$61.1K
OAJ
3057
Ogorek Anthony Joseph
New York
$61K
FSWA
3058
Financial Synergies Wealth Advisors
Texas
$59K
LWA
3059
Lowe Wealth Advisors
Maryland
$56.6K
SC
3060
Solstein Capital
California
$52.4K
HWM
3061
Horizons Wealth Management
North Carolina
$50.6K
BHWM
3062
Beaird Harris Wealth Management
Texas
$50.4K
GIS
3063
Grayhawk Investment Strategies
Alberta, Canada
$47.4K
PCA
3064
Providence Capital Advisors
North Carolina
$46.4K +$45.9K +91 +9,100%
TAM
3065
Tucker Asset Management
Colorado
$45.9K -$106K -210 -70%
PPWM
3066
PFG Private Wealth Management
Florida
$45.9K
RW
3067
RVW Wealth
California
$43.9K +$43.9K +87 New
BSWA
3068
Bromfield Sneider Wealth Advisors
Massachusetts
$41.8K -$11.1K -22 -21%
CMA
3069
Cedar Mountain Advisors
Oregon
$41.8K
KFS
3070
Kelly Financial Services
Massachusetts
$40.6K +$13.2K +26 +48%
AFS
3071
Annapolis Financial Services
Maryland
$39.8K +$11.1K +22 +39%
IRC
3072
Investors Research Corp
Georgia
$39.3K +$3.53K +7 +10%
CIR
3073
Clear Investment Research
Georgia
$38.7K -$5.6K -11 -13%
EA
3074
Evolution Advisers
Virginia
$38K -$567K -1,119 -94%
LFA
3075
Legend Financial Advisors
Pennsylvania
$36.8K -$31.3K -62 -46%