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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 %
Jones Financial Companies
826
Jones Financial Companies
Missouri
$9.96M +$371K +736 +4%
AAMA
827
Advanced Asset Management Advisors
Ohio
$9.95M
CI
828
CX Institutional
Indiana
$9.94M -$1.43M -2,844 -13%
GWWM
829
Great Waters Wealth Management
Minnesota
$9.93M -$42K -80 -0.4%
SF
830
Summit Financial
New Jersey
$9.92M +$1.01M +2,013 +11%
Group One Trading
831
Group One Trading
Illinois
$9.91M +$5.56M +11,035 +128%
TH
832
TCTC Holdings
Texas
$9.91M +$79.2K +157 +0.8%
CBT
833
Central Bank & Trust
Kentucky
$9.85M -$14.6K -29 -0.1%
HVIA
834
Hudson Valley Investment Advisors
New York
$9.85M -$855K -1,696 -8%
EWM
835
Executive Wealth Management
Michigan
$9.82M +$500K +992 +5%
KIA
836
KCM Investment Advisors
California
$9.77M +$33.8K +67 +0.3%
EW
837
Evoke Wealth
California
$9.77M +$88.2K +175 +0.9%
TFA
838
Toth Financial Advisory
Virginia
$9.77M +$122K +241 +1%
EW
839
Evexia Wealth
Wisconsin
$9.76M +$564K +1,064 +6%
TC
840
Telemus Capital
Michigan
$9.75M +$248K +491 +3%
WIC
841
Woodmont Investment Counsel
Tennessee
$9.66M +$522K +1,036 +6%
MNBTD
842
Moody National Bank Trust Division
Texas
$9.66M +$956K +1,897 +11%
ERWM
843
Elk River Wealth Management
Colorado
$9.63M -$19.2K -38 -0.2%
AWP
844
Ascent Wealth Partners
New York
$9.63M -$97.3K -193 -1%
GCA
845
Guardian Capital Advisors
Ontario, Canada
$9.59M -$158K -301 -2%
MAA
846
Matrix Asset Advisors
New York
$9.57M +$6.01M +11,915 +169%
WIS
847
Wright Investors Service
Connecticut
$9.5M +$6.05K +12 +0.1%
M
848
MOTCO
Texas
$9.43M -$269K -534 -3%
PA
849
Profund Advisors
Maryland
$9.41M -$189K -374 -2%
ECM
850
Estabrook Capital Management
New York
$9.39M -$63.5K -126 -0.7%