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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 %
LWMM
1351
Legacy Wealth Management (Mississippi)
Mississippi
$3.27M -$51.4K -102 -2%
CFM
1352
Capricorn Fund Managers
United Kingdom
$3.27M +$1.66M +3,284 +103%
FFS
1353
Founders Financial Securities
Maryland
$3.27M +$204K +404 +7%
DCM
1354
Decatur Capital Management
Georgia
$3.25M
CW
1355
Channel Wealth
California
$3.24M +$391K +775 +14%
SVWAG
1356
Sound View Wealth Advisors Group
Georgia
$3.24M -$32.3K -64 -1%
SFS
1357
Strategic Financial Services
New York
$3.24M -$25.2K -50 -0.8%
GSB
1358
Greenfield Savings Bank
Massachusetts
$3.23M -$2.52K -5 -0.1%
CCT
1359
Capital City Trust
Florida
$3.23M +$102K +203 +3%
VT
1360
Vise Technologies
New York
$3.23M +$328K +650 +11%
Capstone Investment Advisors
1361
Capstone Investment Advisors
New York
$3.23M +$3.23M +6,398 New
NG
1362
Norden Group
Utah
$3.22M +$3.22M +6,383 New
LAS
1363
Lloyd Advisory Services
Georgia
$3.22M +$3.22M +6,383 New
NA
1364
Nordwand Advisors
Pennsylvania
$3.21M -$550K -1,090 -15%
MRCM
1365
M&R Capital Management
New Jersey
$3.21M +$35.3K +70 +1%
FMLI
1366
Fukoku Mutual Life Insurance
Japan
$3.21M +$583K +1,156 +22%
RSWM
1367
Robertson Stephens Wealth Management
California
$3.21M +$180K +357 +6%
MLA
1368
My Legacy Advisors
Oregon
$3.21M +$127K +238 +4%
BOH
1369
Bank of Hawaii
Hawaii
$3.21M -$21.7K -43 -0.7%
CA
1370
Claro Advisors
Massachusetts
$3.2M +$613K +1,215 +24%
HI
1371
Handelsinvest Investeringsforvaltning
Denmark
$3.2M -$32.8K -65 -1%
EWM
1372
Elmwood Wealth Management
California
$3.2M -$5.04K -10 -0.2%
BFW
1373
Brady Family Wealth
Missouri
$3.2M +$8.57K +17 +0.3%
BTWM
1374
Baker Tilly Wealth Management
Wisconsin
$3.19M -$3M -5,955 -48%
SFP
1375
Sweet Financial Partners
Minnesota
$3.18M +$215K +427 +7%