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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 %
SP
1376
Symmetry Partners
Connecticut
$3.18M -$4.26M -8,456 -57%
CWM
1377
Chemistry Wealth Management
New York
$3.17M -$157K -311 -5%
NED
1378
Nancy E. Dempze
$3.16M +$117K +232 +4%
RCIM
1379
Red Cedar Investment Management
Michigan
$3.16M +$29.2K +58 +0.9%
CAAS
1380
Capital Asset Advisory Services
Michigan
$3.15M +$573K +1,094 +22%
PL
1381
Parkwood LLC
Ohio
$3.14M -$222K -441 -7%
WA
1382
Wambolt & Associates
Colorado
$3.13M +$203K +394 +7%
WA
1383
Wealth Architects
California
$3.11M -$5.04K -10 -0.2%
GBWM
1384
Granite Bay Wealth Management
New Hampshire
$3.1M +$3.1M +6,300 New
Verition Fund Management
1385
Verition Fund Management
Connecticut
$3.1M +$1.39M +2,754 +81%
LWA
1386
Lineweaver Wealth Advisors
Ohio
$3.09M +$98.5K +195 +3%
LFP
1387
Leeward Financial Partners
Washington
$3.08M +$290K +575 +10%
ST
1388
Smithfield Trust
Pennsylvania
$3.08M -$10.1K -20 -0.3%
SLWA
1389
San Luis Wealth Advisors
California
$3.08M -$3.03K -6 -0.1%
PRWA
1390
Platte River Wealth Advisors
Colorado
$3.07M +$113K +224 +4%
CCM
1391
Cox Capital Management
Massachusetts
$3.07M +$228K +452 +8%
NCM
1392
Northside Capital Management
Oregon
$3.07M +$504 +1 +0%
PWPS
1393
Pinnacle Wealth Planning Services
Ohio
$3.05M +$9.08K +18 +0.3%
PAM
1394
Paradigm Asset Management
New York
$3.05M -$151K -300 -5%
AIA
1395
AIMZ Investment Advisors
California
$3.05M
IRAG
1396
Investment Research & Advisory Group
Georgia
$3.03M +$15.6K +31 +0.5%
RFN
1397
RDA Financial Network
Iowa
$3.03M +$124K +245 +4%
PIP
1398
Peachtree Investment Partners
Florida
$3.02M -$203K -403 -6%
DWM
1399
Darwin Wealth Management
Florida
$3.02M +$111K +221 +4%
PG
1400
Patten Group
Tennessee
$3.01M -$122K -242 -4%