UNH icon

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 %
SWP
801
Stratos Wealth Partners
Ohio
$10.4M +$358K +711 +4%
SC
802
Scholtz & Company
Connecticut
$10.4M -$318K -631 -3%
CSPIA
803
Cary Street Partners Investment Advisory
Virginia
$10.4M +$270K +536 +3%
LOAME
804
Lombard Odier Asset Management (Europe)
United Kingdom
$10.3M -$25.7K -51 -0.2%
CIA
805
Choate Investment Advisors
Massachusetts
$10.3M +$3.43M +6,796 +50%
KFS
806
Kurt F. Somerville
$10.3M +$29.2K +58 +0.3%
SIMG
807
Sonora Investment Management Group
Arizona
$10.3M +$217K +431 +2%
HNW
808
High Note Wealth
Minnesota
$10.3M +$87.2K +173 +0.9%
PMAM
809
Picton Mahoney Asset Management
Ontario, Canada
$10.3M +$75.6K +150 +0.7%
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$10.2M +$591K +1,173 +6%
GWM
811
Greenwich Wealth Management
Connecticut
$10.2M +$1.51K +3 +0%
AUB
812
Atlantic Union Bankshares
Virginia
$10.2M -$462K -917 -4%
WCF
813
West Coast Financial
California
$10.2M +$3.99M +7,913 +65%
MAM
814
Meeder Asset Management
Ohio
$10.2M -$12.8M -25,455 -56%
STAS
815
Strong Tower Advisory Services
Minnesota
$10.1M +$42.4K +84 +0.4%
GPTE
816
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.1M
NO
817
Ninety One
South Africa
$10.1M +$898K +1,771 +10%
OAM
818
Ostrum Asset Management
France
$10.1M +$1.05M +2,091 +12%
VVP
819
Venture Visionary Partners
Ohio
$10.1M +$62K +123 +0.6%
Primecap Management
820
Primecap Management
California
$10.1M +$469K +930 +5%
WAS
821
WESPAC Advisors SoCal
California
$10.1M -$12.6K -25 -0.1%
RIG
822
RiverFront Investment Group
Virginia
$10M +$581K +1,152 +6%
SWS
823
SYSTM Wealth Solutions
Illinois
$9.98M -$1.5M -2,980 -13%
PCA
824
Pallas Capital Advisors
Massachusetts
$9.97M +$1.74M +3,292 +21%
S
825
SignatureFD
Georgia
$9.96M -$317K -629 -3%