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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 %
HWM
1126
Heirloom Wealth Management
Colorado
$5.15M -$32.8K -65 -0.6%
MCP
1127
Mirador Capital Partners
California
$5.15M +$184K +365 +4%
SVCP
1128
Silicon Valley Capital Partners
California
$5.14M +$1.76M +3,498 +52%
DLG
1129
Daniel L. Goodwin
$5.13M
KJHP
1130
K.J. Harrison & Partners
Ontario, Canada
$5.12M -$101K -200 -2%
IB
1131
Intrust Bank
Kansas
$5.08M +$17.6K +35 +0.3%
CWM
1132
Connecticut Wealth Management
Connecticut
$5.08M -$1.61M -3,187 -24%
TLP
1133
Trinity Legacy Partners
Texas
$5.04M +$359K +713 +8%
CI
1134
Cigna Investments
Connecticut
$5.02M -$665K -1,319 -12%
BZWA
1135
Blue Zone Wealth Advisors
California
$5.02M +$120K +239 +2%
EA
1136
Eclectic Associates
California
$5M -$150K -298 -3%
JIP
1137
Jaffetilchin Investment Partners
Florida
$4.99M +$142K +281 +3%
FNBOMD
1138
First National Bank of Mount Dora
Florida
$4.99M -$20.2K -40 -0.4%
SC
1139
Syon Capital
California
$4.98M +$4.98M +9,878 New
JFGIW
1140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.98M -$104K -206 -2%
RWA
1141
River Wealth Advisors
Pennsylvania
$4.97M +$330K +655 +7%
IFAM
1142
Institutional & Family Asset Management
Colorado
$4.95M +$12.6K +25 +0.3%
CAM
1143
Cypress Asset Management
Texas
$4.94M +$858K +1,709 +21%
HIC
1144
Holderness Investments Company
North Carolina
$4.92M -$20.2K -40 -0.4%
ACM
1145
Ayrshire Capital Management
Connecticut
$4.91M +$8.57K +17 +0.2%
BAM
1146
Berkshire Asset Management
Pennsylvania
$4.89M -$57.5K -114 -1%
PPW
1147
PACK Private Wealth
Minnesota
$4.88M
SB
1148
Simmons Bank
Arkansas
$4.88M -$1.69M -3,361 -26%
AIMC
1149
Alley Investment Management Company
Illinois
$4.87M -$35.3K -70 -0.7%
LC
1150
Lavaca Capital
Texas
$4.86M -$49.4K -98 -1%