UNH icon

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 %
EP
1451
Eudaimonia Partners
Tennessee
$2.74M +$51.9K +103 +2%
JIC
1452
Joel Isaacson & Co
New York
$2.71M +$238K +473 +10%
SIM
1453
Sentry Investment Management
Wisconsin
$2.71M -$550K -1,091 -17%
LOIM
1454
Liberty One Investment Management
Illinois
$2.71M +$153K +303 +6%
FP
1455
Financial Perspectives
Minnesota
$2.7M +$272K +540 +11%
IWS
1456
Insight Wealth Strategies
California
$2.7M +$225K +447 +9%
SG
1457
StoneX Group
New York
$2.69M +$237K +471 +10%
BSAM
1458
Blue Square Asset Management
New York
$2.69M +$823K +1,632 +44%
BCM
1459
BlueCrest Capital Management
Jersey
$2.69M +$1.32M +2,623 +97%
GA
1460
Geller Advisors
New York
$2.69M +$339K +672 +14%
DA
1461
Dover Advisors
Virginia
$2.67M +$4.54K +9 +0.2%
SIM
1462
Sterling Investment Management
Arizona
$2.66M -$37.8K -75 -1%
CCB
1463
Country Club Bank
Missouri
$2.64M +$21.9K +43 +0.8%
IAS
1464
Insigneo Advisory Services
Florida
$2.64M +$139K +275 +6%
AC
1465
Avestar Capital
New York
$2.64M +$70.6K +140 +3%
AIM
1466
AMI Investment Management
Indiana
$2.63M +$678K +1,344 +35%
LSPW
1467
Lake Street Private Wealth
Illinois
$2.62M +$92.3K +181 +4%
CSA
1468
Cottage Street Advisors
Massachusetts
$2.62M +$38.8K +77 +2%
CF
1469
Centaurus Financial
California
$2.62M -$441K -874 -14%
RFM
1470
Royal Fund Management
Florida
$2.61M -$6.05K -12 -0.2%
NC
1471
NinePointTwo Capital
California
$2.6M
1WA
1472
180 Wealth Advisors
Washington
$2.6M +$95.8K +190 +4%
AL
1473
Aspiriant LLC
California
$2.58M +$256K +507 +11%
PMG
1474
ProVise Management Group
Florida
$2.57M +$113K +225 +5%
MUAMU
1475
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.57M +$1.81M +3,600 +240%