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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 %
BCA
1151
Bray Capital Advisors
Florida
$4.85M +$25.2K +50 +0.5%
LA
1152
LexAurum Advisors
Kansas
$4.85M -$10.6K -21 -0.2%
JWCA
1153
J.W. Coons Advisors
Ohio
$4.82M -$136K -270 -3%
IWM
1154
IHT Wealth Management
Illinois
$4.82M +$223K +443 +5%
TVWM
1155
Tower View Wealth Management
Wisconsin
$4.82M -$1.51K -3 -0%
IHL
1156
Investment House LLC
California
$4.82M +$7.56K +15 +0.2%
DBG
1157
De Burlo Group
Massachusetts
$4.81M -$35.3K -70 -0.7%
GEA
1158
Glen Eagle Advisors
New Jersey
$4.8M -$206K -408 -4%
LPT
1159
Legacy Private Trust
Wisconsin
$4.8M +$879K +1,743 +22%
AFA
1160
Abacus FCF Advisors
Florida
$4.79M +$779K +1,545 +19%
LIP
1161
Liontrust Investment Partners
United Kingdom
$4.79M -$26.3M -52,068 -85%
V
1162
ViaWealth
Kansas
$4.78M +$87.2K +173 +2%
MCP
1163
Martin Capital Partners
Oregon
$4.77M
GA
1164
Gateway Advisory
New Jersey
$4.74M +$114K +226 +2%
SCP
1165
Stamos Capital Partners
California
$4.72M +$847K +1,680 +22%
TCA
1166
Trifecta Capital Advisors
Illinois
$4.71M +$127K +252 +3%
IA
1167
Icon Advisers
Colorado
$4.7M
AWA
1168
Arkadios Wealth Advisors
Georgia
$4.68M +$304K +602 +7%
IWA
1169
IBEX Wealth Advisors
New Jersey
$4.68M +$4.68M +9,274 New
PA
1170
PFG Advisors
Arizona
$4.67M -$1.53M -3,040 -25%
WSFS
1171
Wilmington Savings Fund Society
Delaware
$4.67M -$21.2K -42 -0.5%
BW
1172
Bison Wealth
Georgia
$4.65M +$5.04K +10 +0.1%
CWG
1173
Cornerstone Wealth Group
North Carolina
$4.64M -$886K -1,758 -16%
LA
1174
Lindenwold Advisors
Pennsylvania
$4.62M +$9.08K +18 +0.2%
FTDI
1175
First Trust Direct Indexing
Massachusetts
$4.62M +$587K +1,165 +15%