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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 %
CT
1101
Clearstead Trust
Maine
$5.46M -$768K -1,524 -12%
WPW
1102
Warther Private Wealth
Ohio
$5.46M +$2.92M +5,800 +115%
CAM
1103
Centre Asset Management
New York
$5.45M -$191K -378 -3%
CHC
1104
City Holding Co
West Virginia
$5.45M +$536K +1,063 +11%
BWS
1105
Buck Wealth Strategies
Colorado
$5.41M +$207K +410 +4%
BCM
1106
Bayesian Capital Management
New York
$5.39M +$580K +1,150 +12%
CAL
1107
Capital Analysts LLC
Pennsylvania
$5.37M +$3.03K +6 +0.1%
CAG
1108
Csenge Advisory Group
Florida
$5.36M -$37.3K -74 -0.7%
NC
1109
NBW Capital
Massachusetts
$5.31M +$15.1K +30 +0.3%
BONH
1110
Bank of New Hampshire
New Hampshire
$5.29M -$63K -125 -1%
GAG
1111
GM Advisory Group
New York
$5.29M -$2.52K -5 -0%
FWM
1112
Fairhaven Wealth Management
Illinois
$5.27M +$37.8K +75 +0.7%
WMSA
1113
Weiss Multi-Strategy Advisers
New York
$5.27M +$5.27M +10,451 New
KTM
1114
Keeler Thomas Management
Utah
$5.27M -$155K -308 -3%
MAS
1115
Meeder Advisory Services
Ohio
$5.27M -$894K -1,774 -15%
WCM
1116
Weik Capital Management
Pennsylvania
$5.26M +$30.8K +61 +0.6%
PH
1117
Pinnacle Holdings
Oklahoma
$5.25M -$515K -1,022 -9%
TP
1118
Tranquility Partners
Tennessee
$5.25M +$419K +832 +9%
MSAM
1119
Moloney Securities Asset Management
Missouri
$5.23M -$126K -249 -2%
NFC
1120
Northeast Financial Consultants
Connecticut
$5.22M +$8.07K +16 +0.2%
MBTD
1121
Mechanics Bank - Trust Department
California
$5.22M +$87.7K +174 +2%
MFG
1122
Merit Financial Group
Georgia
$5.2M +$1.04M +2,065 +25%
CC
1123
Constitution Capital
Connecticut
$5.17M -$205K -406 -4%
CCG
1124
Chatham Capital Group
Georgia
$5.17M +$99.8K +198 +2%
DPIM
1125
Duff & Phelps Investment Management
Illinois
$5.16M +$4.54K +9 +0.1%