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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 %
SNB
876
Security National Bank
Nebraska
$8.69M -$151K -296 -2%
DR
877
Davis Rea
Ontario, Canada
$8.68M +$2.48M +4,921 +40%
AT
878
American Trust
Kentucky
$8.67M -$755K -1,497 -8%
AWM
879
Avitas Wealth Management
California
$8.67M -$191K -378 -2%
KNW
880
Kesler Norman & Wride
Utah
$8.64M -$161K -320 -2%
BFM
881
Boston Financial Management
Massachusetts
$8.63M -$82.7K -164 -0.9%
SIG
882
Stonegate Investment Group
Alabama
$8.62M -$103K -204 -1%
SAM
883
Synergy Asset Management
Washington
$8.61M +$930K +1,844 +12%
Kovitz Investment Group Partners
884
Kovitz Investment Group Partners
Illinois
$8.59M +$71.1K +141 +0.8%
CWM
885
Chronos Wealth Management
Florida
$8.58M +$65K +129 +0.8%
SAM
886
Sectoral Asset Management
Quebec, Canada
$8.53M -$3.03M -6,000 -26%
KBC
887
Key Bridge Compliance
$8.53M +$8.53M +16,923 New
BL
888
Balentine LLC
Georgia
$8.51M +$212K +421 +3%
Walleye Trading
889
Walleye Trading
New York
$8.51M +$8.41M +16,684 +8,970%
ECM
890
Evergreen Capital Management
Washington
$8.46M +$262K +519 +3%
AIM
891
Anchor Investment Management
South Carolina
$8.42M +$462K +916 +6%
CIS
892
Capital International Sarl
California
$8.42M -$4.33M -8,585 -34%
MCM
893
Mitchell Capital Management
Kansas
$8.4M +$26.2K +52 +0.3%
SC
894
Stolper & Co
Oklahoma
$8.4M +$16.6K +33 +0.2%
TWM
895
Tradition Wealth Management
Minnesota
$8.39M +$191K +378 +2%
VCA
896
Verdence Capital Advisors
Maryland
$8.37M +$1.18M +2,340 +16%
OA
897
Oxbow Advisors
Texas
$8.36M +$396K +785 +5%
TFS
898
Thoroughbred Financial Services
Tennessee
$8.33M +$2.94M +5,838 +55%
GIM
899
Goelzer Investment Management
Indiana
$8.33M -$63.5K -126 -0.8%
SAM
900
Silvercrest Asset Management
New York
$8.32M -$1.2M -2,378 -13%