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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 %
FIA
751
Foundations Investment Advisors
Arizona
$12.3M +$2.22M +4,409 +22%
PTB
752
Pioneer Trust Bank
Oregon
$12.3M -$1.13M -2,245 -8%
AHB
753
Abner Herrman & Brock
New Jersey
$12.3M +$106K +210 +0.9%
AC
754
Addenda Capital
Quebec, Canada
$12.2M +$628K +1,245 +5%
FNFDCM
755
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.1M +$150K +297 +1%
EAMA
756
EFG Asset Management (Americas)
Florida
$12.1M -$170K -338 -1%
ASN
757
Advisory Services Network
Georgia
$12.1M +$733K +1,453 +6%
TCM
758
Twin Capital Management
Pennsylvania
$12M -$910K -1,804 -7%
CIM
759
Chiron Investment Management
New York
$12M +$12M +23,874 New
AG
760
Ascent Group
Virginia
$12M +$1.74M +3,223 +17%
SCA
761
Stonebridge Capital Advisors
Minnesota
$12M +$532K +1,055 +5%
SAM
762
Smithbridge Asset Management
Pennsylvania
$11.9M -$356K -707 -3%
HCA
763
Hyperion Capital Advisors
New York
$11.8M +$101K +200 +0.9%
BCM
764
Brookstone Capital Management
Illinois
$11.8M +$3.23M +6,070 +38%
LOPW
765
Live Oak Private Wealth
North Carolina
$11.7M +$90.3K +179 +0.8%
LGWM
766
Litman Gregory Wealth Management
California
$11.7M +$11.7M +23,166 New
FNBOO
767
First National Bank of Omaha
Nebraska
$11.5M -$669K -1,327 -5%
AG
768
AIA Group
Hong Kong
$11.5M +$3.89M +7,711 +51%
HR
769
Howe & Rusling
New York
$11.4M -$3.24M -6,427 -22%
LCM
770
Logan Capital Management
Pennsylvania
$11.4M -$554K -1,099 -5%
MWM
771
Meridian Wealth Management
Kentucky
$11.3M -$687K -1,362 -6%
FCBT
772
First Citizens Bank & Trust
North Carolina
$11.3M -$670K -1,329 -6%
LIM
773
Leavell Investment Management
Alabama
$11.3M +$79.2K +157 +0.7%
AIP
774
Ameritas Investment Partners
Nebraska
$11.2M -$838K -1,663 -7%
DWM
775
Dakota Wealth Management
Florida
$11.2M +$729K +1,446 +7%