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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 %
ST
1426
Sentinel Trust
Texas
$2.87M +$70.6K +140 +3%
VLC
1427
Van Leeuwen & Company
New Jersey
$2.87M +$1.45M +2,881 +103%
PI
1428
PFG Investments
New York
$2.86M +$407K +807 +17%
Gates Foundation Trust
1429
Gates Foundation Trust
Washington
$2.86M +$2.86M +5,665 New
WA
1430
Wealth Alliance
New York
$2.86M -$59K -117 -2%
BMWM
1431
Brown Miller Wealth Management
Virginia
$2.85M -$218K -433 -7%
CAMG
1432
CWA Asset Management Group
Florida
$2.82M -$419K -831 -13%
ST
1433
Somerset Trust
Pennsylvania
$2.82M -$4.54K -9 -0.2%
CWM
1434
Circle Wealth Management
New Jersey
$2.82M +$561K +1,113 +25%
CCT
1435
Chemung Canal Trust
New York
$2.81M +$66.6K +132 +2%
AHC
1436
Anderson Hoagland & Co
Missouri
$2.8M -$2.52K -5 -0.1%
DL
1437
DOHJ LLC
Washington
$2.8M +$147K +286 +6%
BRG
1438
Bay Rivers Group
Virginia
$2.8M +$10.1K +20 +0.4%
AO
1439
Advisor OS
Illinois
$2.8M +$252K +500 +10%
RIA
1440
Richwood Investment Advisors
Ohio
$2.8M -$6.05K -12 -0.2%
CS
1441
Cannell & Spears
New York
$2.78M +$3.53K +7 +0.1%
FTWA
1442
Fifth Third Wealth Advisors
Ohio
$2.77M +$250K +495 +10%
BIA
1443
Bigelow Investment Advisors
Maine
$2.77M +$7.06K +14 +0.3%
FCP
1444
Fidelis Capital Partners
Florida
$2.77M +$144K +286 +5%
MCM
1445
Manchester Capital Management
Vermont
$2.77M +$36.3K +72 +1%
T
1446
TCWP
Ohio
$2.76M +$16.6K +33 +0.6%
SIAG
1447
Signet Investment Advisory Group
Rhode Island
$2.76M +$264K +524 +11%
CCFP
1448
Charles Carroll Financial Partners
Massachusetts
$2.75M -$1.26M -2,500 -31%
GWSG
1449
GPS Wealth Strategies Group
Colorado
$2.74M -$110K -219 -4%
AWAU
1450
Alliance Wealth Advisors (Utah)
Utah
$2.74M +$85.2K +169 +3%