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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 %
GWANC
1401
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.99M +$114K +227 +4%
NCGI
1402
Next Century Growth Investors
Minnesota
$2.99M
BB
1403
Bell Bank
North Dakota
$2.99M +$115K +228 +4%
CRI
1404
Commonwealth Retirement Investments
Virginia
$2.99M +$137K +271 +5%
AF
1405
Advisornet Financial
Minnesota
$2.99M -$1.4M -2,769 -32%
RCAG
1406
Rehmann Capital Advisory Group
Michigan
$2.98M -$74.6K -148 -2%
HI
1407
Harbour Investments
Wisconsin
$2.98M -$703K -1,394 -19%
RZH
1408
Relyea Zuckerberg Hanson
Connecticut
$2.97M -$49.4K -98 -2%
NAS
1409
Nicolet Advisory Services
Wisconsin
$2.97M +$117K +229 +4%
GCMG
1410
Gyroscope Capital Management Group
Florida
$2.97M +$822K +1,630 +38%
RPC
1411
Rossmore Private Capital
Connecticut
$2.97M -$504 -1 -0%
SC
1412
Sepio Capital
Utah
$2.97M -$324K -642 -10%
LWM
1413
Lyell Wealth Management
California
$2.96M +$58K +115 +2%
VA
1414
Valmark Advisers
Ohio
$2.95M -$24.2K -48 -0.8%
AI
1415
AXS Investments
New York
$2.93M +$1.03M +2,036 +54%
EHWM
1416
Eads & Heald Wealth Management
Georgia
$2.92M -$32.3K -64 -1%
MIC
1417
MU Investments Company
Japan
$2.92M -$51K -100 -2%
SWM
1418
Sugarloaf Wealth Management
Georgia
$2.92M +$108K +214 +4%
CCP
1419
Cunning Capital Partners
North Carolina
$2.91M +$2.91M +5,780 New
VCAM
1420
Van Cleef Asset Management
Ohio
$2.91M -$12.6K -25 -0.4%
RA
1421
RiverPark Advisors
New York
$2.89M +$132K +261 +5%
LCM
1422
Legato Capital Management
California
$2.89M +$66.6K +132 +2%
APP
1423
Avantax Planning Partners
Iowa
$2.88M +$162K +321 +6%
SFP
1424
Shepherd Financial Partners
Massachusetts
$2.88M +$156K +309 +6%
MIC
1425
Means Investment Company
Maine
$2.88M +$177K +352 +7%