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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 %
VPIM
451
Vanguard Personalized Indexing Management
California
$35.3M +$3.33M +6,607 +10%
O
452
OrbiMed
New York
$35.3M -$87.7M -174,000 -71%
RT
453
Rockland Trust
Massachusetts
$35.2M +$2.69M +5,344 +8%
MC
454
Montag & Caldwell
Georgia
$35M -$786K -1,558 -2%
FT
455
Fiduciary Trust
Massachusetts
$35M +$1.53M +3,041 +5%
ERIM
456
Eagle Ridge Investment Management
Connecticut
$34.9M -$150K -298 -0.4%
SI
457
Stephens Inc
Arkansas
$34.8M -$4.49M -8,896 -11%
PC
458
Port Capital
Illinois
$34.8M +$504 +1 +0%
WJWM
459
Williams Jones Wealth Management
New York
$34.3M -$801K -1,589 -2%
CF
460
Cantor Fitzgerald
New York
$34.1M -$838K -1,663 -2%
Wealthfront Advisers
461
Wealthfront Advisers
California
$33.7M -$1.14M -2,270 -3%
TAM
462
Todd Asset Management
Kentucky
$33.7M -$5M -9,926 -13%
RJT
463
Raymond James Trust
Florida
$33.6M +$158K +314 +0.5%
Kayne Anderson Rudnick Investment Management
464
Kayne Anderson Rudnick Investment Management
California
$33.6M +$577K +1,144 +2%
SAM
465
Securian Asset Management
Minnesota
$33.5M -$5.89M -11,683 -15%
LA
466
LBP AM
France
$33.4M +$2.88M +5,715 +9%
DLA
467
Douglas Lane & Associates
New York
$33.2M -$2.55M -5,055 -7%
HIMC
468
Heritage Investors Management Corp
Maryland
$32.9M +$348K +691 +1%
CA
469
Commerzbank Aktiengesellschaft
Germany
$32.8M -$3.55M -7,043 -10%
SF
470
Synovus Financial
Georgia
$32.8M -$1.05M -2,085 -3%
EI
471
Ethic Inc
New York
$32.6M +$2.25M +4,467 +7%
ST
472
Sabal Trust
Florida
$32.5M -$185K -367 -0.6%
CP
473
Cumberland Partners
Ontario, Canada
$32.4M +$36.3K +72 +0.1%
PGFC
474
Peapack-Gladstone Financial Corp
New Jersey
$32.4M -$513K -1,018 -2%
FBB
475
Fulton Breakefield Broenniman
Maryland
$32.4M -$1.51K -3 -0%