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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 %
CG
976
Caprock Group
Idaho
$7.09M +$117K +233 +2%
VFA
977
Valeo Financial Advisors
Indiana
$7.07M +$1.2M +2,382 +20%
CWM
978
CMH Wealth Management
New Hampshire
$7.06M +$350K +694 +5%
BONST
979
Bank of Nova Scotia Trust
Ontario, Canada
$7.03M +$1.19M +2,360 +20%
MWM
980
Madison Wealth Management
Ohio
$7.03M +$30.8K +61 +0.4%
P
981
Pitcairn
Pennsylvania
$6.98M +$646K +1,281 +10%
AC
982
Asio Capital
Kentucky
$6.95M +$5.04K +10 +0.1%
SWK
983
Stephen W. Kidder
$6.94M +$631K +1,251 +10%
NIM
984
NEOS Investment Management
Connecticut
$6.92M +$6.92M +13,726 New
SLI
985
Sumitomo Life Insurance
Japan
$6.91M -$1.25M -2,475 -15%
ROC
986
Running Oak Capital
Minnesota
$6.9M +$44.9K +89 +0.7%
BWL
987
Bogart Wealth LLC
Virginia
$6.9M +$146K +289 +2%
NRG
988
Nemes Rush Group
Michigan
$6.9M +$323K +640 +5%
VCWA
989
Vanguard Capital Wealth Advisors
Colorado
$6.89M +$27.7K +55 +0.4%
B
990
Bellecapital
Switzerland
$6.87M +$138K +273 +2%
CCM
991
Carderock Capital Management
Maryland
$6.86M -$172K -342 -2%
HCA
992
Harbour Capital Advisors
Virginia
$6.84M -$856K -1,698 -11%
OCM
993
Olstein Capital Management
New York
$6.81M -$504K -1,000 -7%
CT
994
Colonial Trust
South Carolina
$6.79M -$230K -456 -3%
UIA
995
Ulland Investment Advisors
Minnesota
$6.79M -$56K -111 -0.8%
ECM
996
ExodusPoint Capital Management
New York
$6.78M +$5.78M +11,473 +579%
SSB
997
Sandy Spring Bank
Maryland
$6.74M -$10.6K -21 -0.2%
LC
998
Lindbrook Capital
California
$6.72M +$61.5K +122 +0.9%
KWM
999
Kingsview Wealth Management
Oregon
$6.69M -$2.83M -5,605 -30%
FMAEN1
1000
Fund Management at Engine No 1
California
$6.68M +$568K +1,127 +9%