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 %
BHWM
1026
Bar Harbor Wealth Management
New Hampshire
$6.31M -$14.6K -29 -0.2%
AC
1027
Arjuna Capital
North Carolina
$6.3M +$53.9K +107 +0.9%
CAM
1028
Cubic Asset Management
Massachusetts
$6.29M -$190K -376 -3%
NGA
1029
Naples Global Advisors
Florida
$6.27M +$49.4K +98 +0.8%
WFI
1030
West Family Investments
California
$6.25M -$121K -239 -2%
PIMJS
1031
PKO Investment Management Joint-Stock
Poland
$6.25M -$1.41M -2,800 -18%
JRP
1032
Jasper Ridge Partners
California
$6.24M
MMG
1033
Monetary Management Group
Missouri
$6.21M -$217K -430 -3%
DSC
1034
Duncker Streett & Co
Missouri
$6.21M -$25.2K -50 -0.4%
SFS
1035
Sowell Financial Services
Arkansas
$6.2M -$1.32M -2,610 -18%
SW
1036
SlateStone Wealth
Florida
$6.2M +$493K +978 +9%
WANY
1037
Wealthspire Advisors (New York)
New York
$6.2M +$485K +962 +8%
ASA
1038
Armstrong Shaw Associates
Connecticut
$6.19M
VPI
1039
Value Partners Investments
Manitoba, Canada
$6.18M +$81.2K +161 +1%
LSAG
1040
Lake Street Advisors Group
New Hampshire
$6.14M +$26.7K +53 +0.4%
PP
1041
Pegasus Partners
Wisconsin
$6.13M +$305K +605 +5%
IWP
1042
Icon Wealth Partners
Texas
$6.1M -$1.9M -3,778 -24%
CANC
1043
Culbertson A N & Co
Virginia
$6.1M +$58K +115 +1%
BSC
1044
Brown Shipley & Co
United Kingdom
$6.09M +$524K +1,039 +9%
NS
1045
NBC Securities
Alabama
$6.08M +$6.08M +12,067 New
GC
1046
Globeflex Capital
California
$6.08M
KA
1047
Kintegral Advisory
New York
$6.08M -$3.53K -7 -0.1%
UF
1048
Univest Financial
Pennsylvania
$6.08M -$504 -1 -0%
EFS
1049
Essex Financial Services
Connecticut
$6.06M -$61.5K -122 -1%
RMC
1050
Resources Management Corp
Connecticut
$6.05M -$154K -305 -2%