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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 %
TPCW
776
TD Private Client Wealth
New York
$11.2M +$153K +303 +1%
1IA
777
1834 Investment Advisors
Wisconsin
$11.1M -$693K -1,375 -6%
PF
778
Phoenix Financial
Israel
$11.1M +$1.68M +3,322 +18%
AR
779
Advisory Research
Illinois
$11.1M -$460K -912 -4%
AWM
780
Apollon Wealth Management
South Carolina
$11.1M -$433K -859 -4%
AMBIA
781
Allen Mooney & Barnes Investment Advisors
Georgia
$11M +$619K +1,228 +6%
MCM
782
McRae Capital Management
New Jersey
$11M +$6.59M +13,067 +149%
CIA
783
Covington Investment Advisors
Pennsylvania
$11M +$348K +690 +3%
TI
784
Tidal Investments
Wisconsin
$11M +$2.65M +5,252 +32%
TL
785
Tradewinds LLC
North Carolina
$10.9M -$36.3K -72 -0.3%
WF
786
WoodTrust Financial
Wisconsin
$10.9M +$29.7K +59 +0.3%
DAC
787
Dividend Assets Capital
South Carolina
$10.9M +$1.84M +3,652 +20%
Capital Fund Management (CFM)
788
Capital Fund Management (CFM)
France
$10.8M -$47.6M -94,387 -81%
MWM
789
Mission Wealth Management
California
$10.8M -$494K -979 -4%
CGIM
790
Capital Group Investment Management
Singapore
$10.7M -$12.7M -25,199 -54%
VHAM
791
Van Hulzen Asset Management
California
$10.7M +$7.01M +13,914 +190%
CCM
792
Coldstream Capital Management
Washington
$10.7M -$126K -250 -1%
BFG
793
Berger Financial Group
Minnesota
$10.6M -$4.03K -8 -0%
EH
794
Equitable Holdings
New York
$10.6M +$905K +1,794 +9%
HCM
795
Hilton Capital Management
New York
$10.6M -$3.75M -7,442 -26%
PGAM
796
Princeton Global Asset Management
New Jersey
$10.6M +$577K +1,145 +6%
ANBT
797
American National Bank & Trust
Texas
$10.6M +$246K +487 +2%
DJSG
798
D.J. St. Germain
Massachusetts
$10.5M -$39.3K -78 -0.4%
NB
799
NBT Bank
New York
$10.5M +$5.15M +10,217 +96%
PA
800
Procyon Advisors
Connecticut
$10.5M +$3.13M +6,211 +43%