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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 %
BMCM
626
Bryn Mawr Capital Management
Pennsylvania
$17.7M +$2.72M +5,392 +18%
FNBT
627
FineMark National Bank & Trust
Florida
$17.7M -$555K -1,100 -3%
YIA
628
YHB Investment Advisors
Connecticut
$17.7M +$9.58K +19 +0.1%
TA
629
TruWealth Advisors
Louisiana
$17.6M +$433K +859 +3%
JCM
630
JS Capital Management
New York
$17.6M +$12.6M +25,000 +250%
BIAS
631
Beacon Investment Advisory Services
New Jersey
$17.6M +$180K +358 +1%
MCM
632
Makena Capital Management
California
$17.5M +$1.24M +2,468 +8%
WAM
633
Wallington Asset Management
Indiana
$17.5M +$93.3K +185 +0.5%
VLKIM
634
Van Lanschot Kempen Investment Management
Netherlands
$17.5M +$6.1M +12,103 +53%
AP
635
Appleton Partners
Massachusetts
$17.5M +$694K +1,377 +4%
HIA
636
Harbor Investment Advisory
Maryland
$17.5M -$570K -1,131 -3%
ACIM
637
Azimuth Capital Investment Management
Michigan
$17.4M -$5.03M -9,980 -22%
BFA
638
Bragg Financial Advisors
North Carolina
$17.4M -$170K -338 -1%
QCM
639
Quantinno Capital Management
New York
$17.4M +$3.99M +7,912 +30%
SIC
640
Salem Investment Counselors
North Carolina
$17.3M +$1.59M +3,152 +10%
GVAG
641
Great Valley Advisor Group
Delaware
$17.3M +$950K +1,884 +6%
ACA
642
Anchor Capital Advisors
Massachusetts
$17.3M -$449K -890 -3%
WTB
643
Washington Trust Bank
Washington
$17.1M -$96.3K -191 -0.6%
VCM
644
Violich Capital Management
California
$17.1M -$930K -1,845 -5%
ELC
645
Edgar Lomax Company
Virginia
$17.1M -$308K -610 -2%
PA
646
Parallel Advisors
California
$17.1M +$798K +1,582 +5%
Credit Agricole
647
Credit Agricole
France
$17M +$9.27M +18,388 +120%
ORI
648
Oak Ridge Investments
Illinois
$16.9M +$472K +936 +3%
KPWS
649
Kestra Private Wealth Services
Texas
$16.7M +$1.96M +3,884 +13%
AHC
650
Adell Harriman & Carpenter
Texas
$16.7M -$349K -692 -2%