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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 %
SAM
376
SP Asset Management
California
$51M +$2.9M +5,759 +6%
NA
377
NewEdge Advisors
Louisiana
$50.7M +$97.3K +193 +0.2%
SAM
378
Shell Asset Management
Netherlands
$50.5M +$2.43M +4,826 +5%
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$50.4M +$31.2K +62 +0.1%
HWA
380
Heritage Wealth Advisors
Virginia
$50.2M +$2.96M +5,861 +6%
QPBE
381
Quintet Private Bank (Europe)
Luxembourg
$50M +$182K +360 +0.4%
WFMPM
382
Woodley Farra Manion Portfolio Management
Indiana
$49.9M +$1.55M +3,066 +3%
VMPIC
383
Varma Mutual Pension Insurance Co
Finland
$49.8M +$10.6M +21,082 +27%
CII
384
Capital International Inc
California
$49M -$10.6M -21,038 -18%
KAS
385
Kestra Advisory Services
Texas
$48.7M +$3.24M +6,423 +7%
Rafferty Asset Management
386
Rafferty Asset Management
New York
$48.7M +$3.27M +6,495 +7%
CPSAC
387
Chas P. Smith & Associates (CPS)
Florida
$48.7M -$401K -795 -0.8%
MCM
388
Marsico Capital Management
Colorado
$48.6M -$48.6M -96,461 -50%
HFS
389
Hantz Financial Services
Michigan
$48.1M +$763K +1,513 +2%
FLII
390
First Long Island Investors
New York
$47.6M -$529K -1,049 -1%
HJGA
391
Hardman Johnston Global Advisors
Connecticut
$47.4M -$470K -932 -1%
DCM
392
Donaldson Capital Management
Indiana
$47.2M +$39.4M +78,191 +510%
ACM
393
Alta Capital Management
Utah
$46.9M +$7.9M +15,666 +20%
NEI
394
Northwest & Ethical Investments
Ontario, Canada
$46.7M +$4.87M +9,662 +12%
BCI
395
Brinker Capital Investments
Pennsylvania
$46M +$488K +968 +1%
OPS
396
Orion Portfolio Solutions
Nebraska
$46M +$488K +968 +1%
ZCM
397
Ziegler Capital Management
Illinois
$45.7M -$211K -418 -0.5%
ADEF
398
Adams Diversified Equity Fund
Maryland
$45.7M
RMDI
399
R.M. Davis Inc
Maine
$45.4M +$984K +1,952 +2%
Acadian Asset Management
400
Acadian Asset Management
Massachusetts
$45M -$54M -107,076 -55%