UNH icon

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 %
SIG
1001
Sky Investment Group
Connecticut
$6.67M +$35.3K +70 +0.5%
GFA
1002
Gifford Fong Associates
California
$6.66M
FMB
1003
Field & Main Bank
Kentucky
$6.64M +$2.41M +4,771 +57%
FB
1004
Fulton Bank
Pennsylvania
$6.64M +$151K +300 +2%
IAN
1005
Integrated Advisors Network
Texas
$6.61M -$41.8K -83 -0.6%
HEIP
1006
Hudson Edge Investment Partners
New Jersey
$6.61M -$5.04K -10 -0.1%
WAS
1007
Wesleyan Assurance Society
United Kingdom
$6.61M
APSI
1008
Asset Planning Services Inc
Louisiana
$6.6M -$635K -1,260 -9%
GFS
1009
GYL Financial Synergies
Connecticut
$6.6M -$53.9K -107 -0.8%
PWM
1010
Perigon Wealth Management
California
$6.55M -$312K -619 -5%
ACM
1011
Aljian Capital Management
Nevada
$6.52M +$855K +1,695 +15%
CT
1012
Chicago Trust
Illinois
$6.52M -$353K -700 -5%
ST
1013
Spinnaker Trust
Maine
$6.51M -$349K -692 -5%
MS
1014
Marshall & Sullivan
Washington
$6.49M -$74.6K -148 -1%
GAM
1015
Griffin Asset Management
New York
$6.47M +$3.45M +6,843 +114%
CPA
1016
Capital Planning Advisors
California
$6.46M -$7.06K -14 -0.1%
MJP
1017
Michael J. Puzo
$6.45M +$511K +1,014 +9%
PCTC
1018
Perkins Coie Trust Company
Washington
$6.44M -$338K -671 -5%
TPA
1019
Trivium Point Advisory
Connecticut
$6.43M +$20.4K +40 +0.3%
NCM
1020
Nelson Capital Management
California
$6.42M +$23.7K +47 +0.4%
BI
1021
Ballast Inc
Kentucky
$6.41M +$4.54K +9 +0.1%
GGI
1022
GPM Growth Investors
Michigan
$6.41M -$96.3K -191 -1%
BCM
1023
Buckhead Capital Management
Georgia
$6.38M -$7.06K -14 -0.1%
SW
1024
Solidarity Wealth
Utah
$6.36M +$797K +1,580 +14%
PVI
1025
Pine Valley Investments
New Jersey
$6.31M +$872K +1,730 +16%