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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 %
Legacy Financial Group (Iowa)
3101
Legacy Financial Group (Iowa)
Iowa
$17.1K +$17.1K +34 New
IA
3102
IFS Advisors
Kansas
$17K
RIM
3103
Ranger Investment Management
Texas
$15.1K
CWA
3104
Carolina Wealth Advisors
South Carolina
$15.1K -$6.05K -12 -29%
LFASL
3105
Lugano Financial Advisors SA (LFA)
Switzerland
$13.6K +$13.6K +27 New
JFG
3106
JDM Financial Group
Texas
$13.1K
GGI
3107
Godsey & Gibb Inc
Virginia
$12.6K
MDCM
3108
Morgan Dempsey Capital Management
Wisconsin
$12.1K
DCP
3109
Distillate Capital Partners
Illinois
$11.6K +$11.6K +23 New
GWSA
3110
Global Wealth Strategies & Associates
Colorado
$10.6K
SC
3111
Stephens Consulting
Michigan
$10.1K
FDCC
3112
Foster Dykema Cabot & Co
Massachusetts
$10K
SWM
3113
Spire Wealth Management
Virginia
$9.58K +$9.58K +19 New
SA
3114
SRH Advisors
Kansas
$9.08K
GAG
3115
Goodman Advisory Group
Massachusetts
$9.08K
KSWA
3116
Kathleen S. Wright Associates
Pennsylvania
$8.57K
TC
3117
Truvestments Capital
Florida
$8.07K
LIM
3118
Longfellow Investment Management
Massachusetts
$8.07K
TC
3119
Trium Capital
United Kingdom
$6.41K +$61 +120 +1%
PS
3120
PayPay Securities
Japan
$6.34K +$1.98K +5 +45%
KC
3121
Knuff & Co
California
$5.55K
BCPWM
3122
Bradley & Co Private Wealth Management
Florida
$5.04K +$2.02K +4 +67%
HFS
3123
HBC Financial Services
Washington
$4K
MCM
3124
Magnolia Capital Management
New York
$4K
SWM
3125
Sanctuary Wealth Management
Idaho
$3.03K