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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 %
CCWM
1476
Cassaday & Co Wealth Management
Virginia
$2.57M +$30.8K +61 +1%
WA
1477
Waverly Advisors
Alabama
$2.57M +$205K +407 +9%
CIC
1478
Cornercap Investment Counsel
Georgia
$2.56M +$25.2K +50 +1%
WP
1479
WealthShield Partners
North Carolina
$2.56M -$2.3M -4,558 -47%
JFA
1480
JNBA Financial Advisors
Minnesota
$2.56M -$3.03K -6 -0.1%
CWMU
1481
Caliber Wealth Management (Utah)
Utah
$2.55M +$81.2K +161 +3%
SI
1482
Saxon Interests
Texas
$2.55M +$1.59M +3,150 +165%
RCM
1483
RB Capital Management
Nevada
$2.55M +$26.7K +53 +1%
IAS
1484
IMA Advisory Services
Colorado
$2.55M -$2.52K -5 -0.1%
SSWM
1485
Sheets Smith Wealth Management
North Carolina
$2.54M -$12.6K -25 -0.5%
PPC
1486
Park Place Capital
Alabama
$2.54M -$143K -284 -5%
MW
1487
Marcum Wealth
Ohio
$2.54M +$33.8K +67 +1%
WF
1488
Welch & Forbes
Massachusetts
$2.53M +$49.9K +99 +2%
NIM
1489
Northeast Investment Management
Massachusetts
$2.53M -$2.05M -4,060 -45%
CWM
1490
Chesapeake Wealth Management
Virginia
$2.52M -$83.7K -166 -3%
MG
1491
Markel Group
Virginia
$2.52M +$2.52M +5,000 New
WCA
1492
Waypoint Capital Advisors
Minnesota
$2.51M -$9.08K -18 -0.4%
LFA
1493
Legacy Financial Advisors
Kentucky
$2.51M +$254K +503 +11%
PFMU
1494
Privium Fund Management (UK)
United Kingdom
$2.51M +$744K +1,476 +42%
TAM
1495
Tealwood Asset Management
Minnesota
$2.51M -$9.07K -18 -0.4%
CCM
1496
Consolidated Capital Management
California
$2.5M -$69.1K -137 -3%
KA
1497
Kovack Advisors
Florida
$2.5M -$90.2K -179 -3%
MWA
1498
Moser Wealth Advisors
Washington
$2.49M
AF
1499
Alerus Financial
North Dakota
$2.49M -$518K -1,028 -17%
NSIM
1500
North Star Investment Management
Illinois
$2.49M +$504 +1 +0%