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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 %
MWM
951
Marietta Wealth Management
Georgia
$7.5M -$98.3K -195 -1%
BFC
952
Blue Fin Capital
Rhode Island
$7.49M +$118K +234 +2%
MPM
953
Meritage Portfolio Management
Kansas
$7.49M -$186K -369 -2%
TAIM
954
Te Ahumairangi Investment Management
New Zealand
$7.46M -$1.7M -3,365 -19%
CT
955
Coastline Trust
Rhode Island
$7.44M -$350K -695 -4%
LCM
956
Liberty Capital Management
Michigan
$7.43M -$6.05K -12 -0.1%
DI
957
DAGCO Inc
Ohio
$7.39M +$7.27M +99,913 +5,690%
TIM
958
Thompson Investment Management
Wisconsin
$7.39M -$343K -680 -4%
FIB
959
First Interstate Bank
Montana
$7.38M -$282K -559 -4%
CI
960
Conning Inc
Connecticut
$7.35M -$139K -275 -2%
MSWM
961
Mader & Shannon Wealth Management
Missouri
$7.33M +$195K +386 +3%
KWA
962
Kingswood Wealth Advisors
California
$7.33M -$13.4M -3,021 -65%
RCM
963
RNC Capital Management
California
$7.33M -$450K -892 -6%
MCWS
964
McKinley Carter Wealth Services
West Virginia
$7.33M -$133K -263 -2%
STB
965
S&T Bank
Pennsylvania
$7.32M -$136K -270 -2%
JWBC
966
J.W. Burns & Co
New York
$7.29M +$594K +1,179 +9%
LNC
967
Lincoln National Corp
Pennsylvania
$7.25M +$504 +1 +0%
WAM
968
Weatherly Asset Management
California
$7.19M -$330K -655 -4%
SCM
969
SOL Capital Management
Maryland
$7.17M -$83.2K -165 -1%
BFIC
970
Bedell Frazier Investment Counselling
California
$7.16M +$1.67M +3,306 +30%
ADL
971
Asset Dedication LLC
California
$7.15M +$142K +275 +2%
ECML
972
Eagle Capital Management (Louisiana)
Louisiana
$7.14M -$92.8K -184 -1%
RDWM
973
Red Door Wealth Management
Tennessee
$7.14M -$438K -869 -6%
KFP
974
KMG Fiduciary Partners
Ohio
$7.14M +$477K +946 +7%
RWM
975
Ritholtz Wealth Management
New York
$7.12M -$1.13M -2,244 -14%