UNH icon

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 %
MIH
551
Meitav Investment House
Israel
$23M -$8.22M -16,000 -26%
NCM
552
Narwhal Capital Management
Georgia
$22.7M +$436K +864 +2%
MGP
553
Metis Global Partners
California
$22.7M +$3.16M +6,270 +16%
TTWM
554
TCV Trust & Wealth Management
Virginia
$22.6M +$14.1K +28 +0.1%
GBA
555
Garrison Bradford & Associates
New York
$22.6M -$1.45M -2,876 -6%
DCM
556
Dupont Capital Management
Delaware
$22.6M -$9.7M -19,229 -30%
CA
557
Callahan Advisors
Texas
$22.3M +$9.58K +19 +0%
EARNEST Partners
558
EARNEST Partners
Georgia
$22.2M -$14.6K -29 -0.1%
ACA
559
Aptus Capital Advisors
Alabama
$22.2M +$1.31M +2,608 +6%
EWA
560
EP Wealth Advisors
California
$22.1M +$18.1M +35,865 +451%
CSIC
561
Clifford Swan Investment Counsel
California
$22.1M +$510K +1,011 +2%
SRAM
562
Spouting Rock Asset Management
Pennsylvania
$21.9M +$5.75M +11,401 +35%
DT
563
Diversified Trust
Tennessee
$21.9M -$429K -851 -2%
WTC
564
WhitTier Trust Company
Nevada
$21.8M -$215K -427 -1%
FBA
565
Front Barnett Associates
Illinois
$21.8M -$396K -785 -2%
MCM
566
Mill Capital Management
North Carolina
$21.7M +$29.2K +58 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
567
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.6M +$7.24M +14,352 +50%
BSA
568
Braun Stacey Associates
New York
$21.6M -$574K -1,138 -3%
PCA
569
Private Capital Advisors
Connecticut
$21.5M -$88.4K -165 -0.4%
NCM
570
Novare Capital Management
North Carolina
$21.4M +$511K +1,014 +2%
LOAMS
571
Lombard Odier Asset Management (Switzerland)
Switzerland
$21.4M -$2.39M -4,740 -10%
MPMG
572
Minneapolis Portfolio Management Group
Minnesota
$21.4M -$1.41M -2,791 -6%
FCH
573
Freestone Capital Holdings
Washington
$21.4M -$820K -1,627 -4%
First Eagle Investment Management
574
First Eagle Investment Management
New York
$21.3M
PAI
575
Pittenger & Anderson Inc
Nebraska
$21.2M -$287K -569 -1%