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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 %
RC
726
Roundview Capital
New Jersey
$13.1M +$497K +985 +4%
CWM
727
Curi Wealth Management
North Carolina
$13.1M -$971K -1,926 -7%
BIM
728
Bridgecreek Investment Management
Oklahoma
$13M -$619K -1,227 -5%
HCM
729
Highlander Capital Management
New Jersey
$13M
SGI
730
Summit Global Investments
Utah
$13M -$7.15M -14,183 -35%
TAM
731
Trillium Asset Management
Massachusetts
$13M +$85.7K +170 +0.7%
HT
732
Heritage Trust
Oklahoma
$12.9M +$137K +272 +1%
VWM
733
Venturi Wealth Management
Texas
$12.8M +$999K +1,982 +8%
WS
734
Wedbush Securities
California
$12.8M +$107K +212 +0.8%
HI
735
Horizon Investments
North Carolina
$12.8M -$18.2K -36 -0.1%
TAM
736
Tocqueville Asset Management
New York
$12.8M +$80.2K +159 +0.6%
BCMO
737
Buckingham Capital Management (Ohio)
Ohio
$12.7M +$182K +361 +1%
CS
738
Comerica Securities
Michigan
$12.7M -$291K -577 -2%
PIM
739
Penobscot Investment Management
Massachusetts
$12.7M +$2.74M +5,427 +27%
QIM
740
Quest Investment Management
Oregon
$12.7M -$334K -662 -3%
LG
741
Leuthold Group
Minnesota
$12.6M +$366K +725 +3%
BRCM
742
Bright Rock Capital Management
Massachusetts
$12.6M
PR
743
Payden & Rygel
California
$12.5M -$18.7M -37,050 -60%
PRIG
744
Payden & Rygel Investment Group
California
$12.5M +$12.5M +24,780 New
MC
745
Muhlenkamp & Co
Pennsylvania
$12.5M +$4.03K +8 +0%
GT
746
Glenview Trust
Kentucky
$12.4M +$547K +1,085 +5%
TCOV
747
Trust Company of Vermont
Vermont
$12.4M +$2.2M +4,363 +22%
GC
748
Grimes & Company
Massachusetts
$12.4M -$37.3K -74 -0.3%
CA
749
Cullinan Associates
Kentucky
$12.4M -$739K -1,465 -6%
GT
750
Greenleaf Trust
Michigan
$12.3M +$318K +631 +3%