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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 %
WPC
1326
Wedmont Private Capital
Pennsylvania
$3.4M +$773K +1,468 +29%
RIM
1327
Redwood Investment Management
Arizona
$3.4M +$1.94M +3,845 +133%
FHA
1328
Flagship Harbor Advisors
Massachusetts
$3.38M +$60.5K +120 +2%
PFA
1329
Pathway Financial Advisers
Indiana
$3.37M +$3.37M +6,680 New
CAM
1330
Covenant Asset Management
New Jersey
$3.36M -$1.2M -2,386 -26%
OAM
1331
Occidental Asset Management
California
$3.35M +$58.5K +116 +2%
VBCG
1332
Valley Brook Capital Group
Pennsylvania
$3.35M +$53.4K +106 +2%
DDC
1333
DF Dent & Co
Maryland
$3.34M -$43.9K -87 -1%
CWM
1334
Centric Wealth Management
Illinois
$3.34M +$289K +574 +9%
FCM
1335
Fairbanks Capital Management
California
$3.34M +$159K +315 +5%
WCM
1336
Wunderlich Capital Managemnt
Tennessee
$3.34M -$21.7K -43 -0.6%
WI
1337
WrapManager Inc
California
$3.34M -$2.02K -4 -0.1%
JWM
1338
Jessup Wealth Management
Ohio
$3.33M +$147K +291 +5%
FBT
1339
First Bankers Trust
Kentucky
$3.32M +$148K +293 +5%
RB
1340
Renasant Bank
Mississippi
$3.31M -$152K -302 -4%
PGWM
1341
Parisi Gray Wealth Management
New Jersey
$3.31M +$26.2K +52 +0.8%
GBT
1342
Grove Bank & Trust
Florida
$3.31M +$341K +677 +12%
SWA
1343
Stratos Wealth Advisors
Ohio
$3.31M +$982K +1,948 +42%
NP
1344
NorthRock Partners
Minnesota
$3.3M +$349K +693 +12%
CAM
1345
Carret Asset Management
New York
$3.29M +$157K +312 +5%
DGAM
1346
Desjardins Global Asset Management
Quebec, Canada
$3.29M +$338K +670 +11%
FHA
1347
First Horizon Advisors
Tennessee
$3.29M -$37.3K -74 -1%
RA
1348
RFG Advisory
Alabama
$3.29M +$699K +1,386 +27%
HH
1349
Hilltop Holdings
Texas
$3.29M +$10.1K +20 +0.3%
JC
1350
JB Capital
Connecticut
$3.28M -$2.05M -4,063 -38%