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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 %
SWP
1301
Strategic Wealth Partners
Ohio
$3.6M -$730K -1,447 -17%
DRD
1302
Dennis R. Delaney
$3.59M +$691K +1,371 +24%
NME
1303
Notis-McConarty Edward
$3.58M +$315K +624 +10%
MLFP
1304
MPS Loria Financial Planners
Illinois
$3.57M +$13.1K +26 +0.4%
FM
1305
Foster & Motley
Ohio
$3.57M -$206K -409 -5%
CCM
1306
Condor Capital Management
New Jersey
$3.55M +$112K +223 +3%
KA
1307
Kerrisdale Advisers
Florida
$3.55M -$811K -1,608 -19%
CCG
1308
Cypress Capital Group
Florida
$3.5M -$547K -1,085 -14%
SJL
1309
Shayne & Jacobs LLC
Tennessee
$3.5M +$3.5M +6,947 New
CP
1310
CenterBook Partners
Connecticut
$3.49M -$2.56M -5,079 -42%
PWAM
1311
Pinnacle West Asset Management
Wyoming
$3.49M +$129K +255 +4%
BB
1312
Berkshire Bank
Massachusetts
$3.49M +$2.52K +5 +0.1%
LFM
1313
LGT Fund Management
Liechtenstein
$3.48M +$443K +860 +15%
SFG
1314
SevenBridge Financial Group
Pennsylvania
$3.47M +$210K +417 +6%
GC
1315
Gratus Capital
Georgia
$3.46M +$97.3K +193 +3%
SFO
1316
Stokes Family Office
Louisiana
$3.45M +$193K +383 +6%
MCI
1317
MRP Capital Investments
Georgia
$3.45M +$1.98M +3,776 +135%
MOS
1318
MGO One Seven
Ohio
$3.45M +$176K +349 +5%
ABP
1319
Arthur B. Page
$3.45M +$12.6K +25 +0.4%
ACS
1320
Archford Capital Strategies
Illinois
$3.44M +$91.3K +181 +3%
BCM
1321
Birch Capital Management
Texas
$3.43M +$299K +594 +10%
APWM
1322
Atlas Private Wealth Management
New York
$3.43M +$61.5K +122 +2%
GCIM
1323
Gunn & Company Investment Management
Florida
$3.43M +$3.43M +6,796 New
BG
1324
Bollard Group
Massachusetts
$3.42M -$509K -1,009 -13%
RCWM
1325
Royal Capital Wealth Management
Indiana
$3.41M +$5.55K +11 +0.2%