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UnitedHealth

3,392 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 1,415 increasing their positions, 1,233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,392
Holders Change
+268
Holders Change %
+8.58%
% of All Funds
49.73%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
410
Increased
1,415
Reduced
1,233
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
3351
MidAtlantic Capital Management
Virginia
$23.7K +$23.7K +45 New
SRCM
3352
Signature Resources Capital Management
California
$23.7K +$23.7K +45 New
DWMG
3353
DB Wealth Management Group
California
$23.3K
HWP
3354
Highline Wealth Partners
California
$19K
IA
3355
IFS Advisors
Kansas
$17.7K
WFG
3356
Wormser Freres Gestion
France
$16.8K +$16.8K +32 New
RIM
3357
Ranger Investment Management
Texas
$15.8K
CWA
3358
Carolina Wealth Advisors
South Carolina
$15.8K
JFG
3359
JDM Financial Group
Texas
$13.7K
EL
3360
EMFO LLC
Florida
$13.2K -$211K -400 -94%
GGI
3361
Godsey & Gibb Inc
Virginia
$13.2K
ATC
3362
Advantage Trust Company
Kansas
$13.2K +$13.2K +25 New
MDCM
3363
Morgan Dempsey Capital Management
Wisconsin
$12.6K
FRA
3364
Frank Rimerman Advisors
California
$12.6K +$12.6K +24 New
DCP
3365
Distillate Capital Partners
Illinois
$12.1K
LPP
3366
Life Planning Partners
Florida
$12.1K +$12.1K +23 New
SWM
3367
Spire Wealth Management
Virginia
$11.6K +$1.58K +3 +16%
GWSA
3368
Global Wealth Strategies & Associates
Colorado
$11.1K
FDCP
3369
Foster Dykema Cabot & Partners
Massachusetts
$11.1K +$11.1K +21 New
MSG
3370
Main Street Group
Virginia
$11.1K +$11.1K +21 New
SC
3371
Stephens Consulting
Michigan
$10.5K
IPW
3372
Impact Partnership Wealth
Georgia
$10.5K -$411K -780 -98%
4FG
3373
4Thought Financial Group
New York
$10.5K +$10.5K +20 New
SA
3374
SRH Advisors
Kansas
$9.48K
GAG
3375
Goodman Advisory Group
Massachusetts
$9.48K