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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 %
MAM
851
Morse Asset Management
Connecticut
$9.34M +$382K +757 +4%
JMFC
852
J.M. Forbes & Co
Massachusetts
$9.32M +$121K +240 +1%
BP
853
Ballentine Partners
Massachusetts
$9.25M +$574K +1,139 +7%
LCC
854
Lincoln Capital Corp
Rhode Island
$9.23M -$484K -960 -5%
MA
855
Mutual Advisors
Nebraska
$9.23M +$737K +1,461 +9%
FHB
856
First Hawaiian Bank
Hawaii
$9.19M +$130K +257 +1%
CNBTD
857
Citizens National Bank Trust Department
Mississippi
$9.12M -$44.9K -89 -0.5%
CM
858
Castleark Management
Illinois
$9.12M -$11M -21,830 -55%
BCB
859
Brian C. Broderick
$9.02M +$814K +1,614 +10%
SCM
860
Schnieders Capital Management
California
$9.02M +$90.8K +180 +1%
SFA
861
Sequoia Financial Advisors
Ohio
$8.94M +$1.63M +3,233 +22%
CWP
862
Cyndeo Wealth Partners
Florida
$8.93M -$159K -316 -2%
FA
863
FDx Advisors
Illinois
$8.9M -$11.9M -23,515 -57%
MGIA
864
Moneta Group Investment Advisors
Missouri
$8.89M +$345K +685 +4%
FMTC
865
Farmers & Merchants Trust Company
California
$8.89M -$59K -117 -0.7%
CIG
866
Consolidated Investment Group
Colorado
$8.87M
GIA
867
GHP Investment Advisors
Colorado
$8.86M -$29.1K -54 -0.3%
RBA
868
Richard Bernstein Advisors
New York
$8.83M -$1.2M -2,385 -12%
SCA
869
Stokes Capital Advisors
South Carolina
$8.81M +$158K +314 +2%
FFA
870
Fragasso Financial Advisors
Pennsylvania
$8.79M +$35.8K +71 +0.4%
WCM
871
Wedge Capital Management
North Carolina
$8.77M -$592K -1,175 -6%
O
872
Ossiam
France
$8.76M -$130M -258,368 -94%
MCM
873
Mattern Capital Management
Colorado
$8.75M +$592K +1,175 +7%
BWA
874
Burt Wealth Advisors
Maryland
$8.74M
MIA
875
MainStreet Investment Advisors
Illinois
$8.7M -$33.3K -66 -0.4%