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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 %
MMPW
1201
Mitchell McLeod Pugh & Williams
Alabama
$4.4M +$65K +129 +1%
SCP
1202
Sandhill Capital Partners
New York
$4.39M -$116K -230 -3%
LFG
1203
Larson Financial Group
Missouri
$4.38M +$266K +528 +6%
SRC
1204
Shufro Rose & Co
New York
$4.38M -$131K -259 -3%
MIA
1205
MMBG Investment Advisors
Florida
$4.38M +$156K +310 +4%
TPCM
1206
Templeton & Phillips Capital Management
Tennessee
$4.37M +$4.08M +8,096 +1,396%
SAG
1207
SageView Advisory Group
California
$4.37M +$187K +370 +4%
CHAM
1208
Clear Harbor Asset Management
Connecticut
$4.34M -$5.04K -10 -0.1%
TA
1209
TFG Advisers
Michigan
$4.33M +$122K +241 +3%
ERIC
1210
Eagle Rock Investment Company
Georgia
$4.33M +$104K +206 +2%
BCM
1211
Becker Capital Management
Oregon
$4.31M -$827K -1,641 -16%
HWAM
1212
Hennion & Walsh Asset Management
New Jersey
$4.31M -$1.35M -2,677 -24%
OCA
1213
Otter Creek Advisors
Florida
$4.3M +$1.78M +3,530 +71%
BHPW
1214
Beverly Hills Private Wealth
California
$4.3M -$3.59M -7,130 -46%
LHC
1215
Little House Capital
Massachusetts
$4.29M +$571K +1,133 +15%
AF
1216
Ally Financial
Michigan
$4.29M +$2.77M +5,500 +183%
MC
1217
Moors & Cabot
Massachusetts
$4.28M +$131K +260 +3%
RCM
1218
Regency Capital Management
Hawaii
$4.28M -$1.61M -3,191 -27%
KCM
1219
Kennedy Capital Management
Missouri
$4.24M +$638K +1,266 +18%
PS
1220
Pensionfund Sabic
Netherlands
$4.24M -$151K -300 -3%
MPPW
1221
Mitchell & Pahl Private Wealth
Oklahoma
$4.23M +$80.7K +160 +2%
DWM
1222
Dorchester Wealth Management
Quebec, Canada
$4.23M -$189K -375 -4%
RMAM
1223
Raab & Moskowitz Asset Management
New Jersey
$4.22M +$19.7K +39 +0.5%
FWP
1224
FAS Wealth Partners
Kansas
$4.21M +$184K +364 +5%
NP
1225
Nilsine Partners
Colorado
$4.19M -$349K -693 -8%