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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 %
CBTWT
1051
Community Bank & Trust (Waco, Texas)
Texas
$6.03M +$87.9K +174 +1%
BA
1052
Bristlecone Advisors
Washington
$6.02M +$249K +493 +4%
VC
1053
Vestor Capital
Illinois
$5.96M -$19.5M -38,621 -77%
OCBCO
1054
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.95M -$97.8K -194 -2%
WPP
1055
Whalerock Point Partners
Rhode Island
$5.93M +$191K +379 +3%
PTC
1056
Private Trust Company
Ohio
$5.92M -$97.8K -194 -2%
VAS
1057
Vestmark Advisory Solutions
Massachusetts
$5.91M -$17.4M -34,514 -75%
MWA
1058
Meridian Wealth Advisors
Texas
$5.91M +$102K +202 +2%
WPW
1059
Waldron Private Wealth
Pennsylvania
$5.91M +$318K +631 +6%
RWM
1060
RBA Wealth Management
California
$5.9M +$38.8K +77 +0.7%
HIS
1061
Horizon Investment Services
Indiana
$5.9M -$52.4K -104 -0.9%
AF
1062
Arrow Financial
New York
$5.85M -$178K -353 -3%
LAM
1063
Lountzis Asset Management
Pennsylvania
$5.84M
IAM
1064
Innovis Asset Management
Illinois
$5.83M -$19.7K -39 -0.3%
GIA
1065
Gladstone Institutional Advisory
Florida
$5.82M +$7.56K +15 +0.1%
BOC
1066
Barbara Oil Co
Illinois
$5.8M
GWM
1067
GDS Wealth Management
Texas
$5.79M +$702K +1,393 +14%
USCWA
1068
U.S. Capital Wealth Advisors
Texas
$5.79M -$163K -324 -3%
SFS
1069
Stiles Financial Services
Minnesota
$5.78M +$253K +501 +5%
TAM
1070
Thematics Asset Management
France
$5.76M -$947K -1,878 -14%
GLR
1071
Great Lakes Retirement
Ohio
$5.76M +$234K +464 +4%
AIM
1072
Acropolis Investment Management
Missouri
$5.74M -$108K -214 -2%
GI
1073
GS Investments
Minnesota
$5.74M -$8.07K -16 -0.1%
CW
1074
CreativeOne Wealth
Kansas
$5.73M +$114K +226 +2%
PL
1075
Plancorp LLC
Missouri
$5.71M +$162K +322 +3%