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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 %
PWAG
701
Polaris Wealth Advisory Group
California
$14.4M -$284K -563 -2%
KWMG
702
King Wealth Management Group
Florida
$14.4M -$263K -521 -2%
JFG
703
Jefferies Financial Group
New York
$14.3M +$2.96M +5,871 +26%
AF
704
Allworth Financial
California
$14.3M +$432K +856 +3%
JAM
705
Jupiter Asset Management
United Kingdom
$14.3M -$18.7M -37,048 -57%
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.2M +$27.1K +51 +0.2%
SWM
707
Segment Wealth Management
Texas
$14.2M +$640K +1,270 +5%
NWM
708
Nicola Wealth Management
British Columbia, Canada
$14.1M -$1.26M -2,500 -8%
LS
709
Livforsakringsbolaget Skandia
Sweden
$14M -$630K -1,250 -4%
MWM
710
Moran Wealth Management
Florida
$14M -$11M -21,781 -44%
CK
711
Cohen Klingenstein
New York
$14M
BWFA
712
Baltimore-Washington Financial Advisors
Maryland
$13.9M -$342K -678 -2%
BSW
713
Buckingham Strategic Wealth
Missouri
$13.8M +$380K +753 +3%
SCM
714
Suvretta Capital Management
New York
$13.7M +$7.26M +14,400 +112%
GCM
715
Graham Capital Management
Connecticut
$13.7M -$9.68M -19,192 -41%
JIR
716
James Investment Research
Ohio
$13.7M -$1.06M -2,094 -7%
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$13.6M +$63.5K +126 +0.5%
TIP
718
Torray Investment Partners
Maryland
$13.5M -$25.2K -50 -0.2%
MGWM
719
Marks Group Wealth Management
Minnesota
$13.5M +$224K +445 +2%
AWM
720
Axxcess Wealth Management
California
$13.5M +$3.16M +6,274 +31%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$13.4M -$1.36M -2,704 -9%
EF
722
Empowered Funds
Pennsylvania
$13.4M +$5.02M +9,953 +60%
FGAM
723
Financial Gravity Asset Management
Texas
$13.4M -$157M -445 -92%
MFAM
724
Motley Fool Asset Management
Virginia
$13.3M +$1.23M +2,435 +10%
PFS
725
Prospera Financial Services
Texas
$13.2M -$506K -1,002 -4%