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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 %
MFG
1526
Monte Financial Group
Connecticut
$2.4M -$6.05K -12 -0.3%
BCA
1527
Bay Colony Advisors
Massachusetts
$2.4M +$518K +1,027 +28%
CW
1528
CIC Wealth
Maryland
$2.39M +$722K +1,432 +43%
PIWA
1529
Prevail Innovative Wealth Advisors
Kansas
$2.39M +$906K +1,797 +61%
JWCA
1530
J.W. Cole Advisors
Florida
$2.37M +$101K +201 +4%
BFA
1531
Beaumont Financial Advisors
Massachusetts
$2.36M +$105K +208 +5%
RWP
1532
Revolve Wealth Partners
New Jersey
$2.36M -$13.1K -26 -0.6%
HFM
1533
Hartford Financial Management
Connecticut
$2.35M +$21.2K +42 +0.9%
NW
1534
Naviter Wealth
Arkansas
$2.35M +$77.1K +153 +3%
FAIM
1535
Financial Advocates Investment Management
Washington
$2.35M -$1.51K -3 -0.1%
CT
1536
Columbia Trust
Oregon
$2.34M +$16.6K +33 +0.7%
AW
1537
Alaethes Wealth
Nevada
$2.34M +$86.2K +171 +4%
AIA
1538
Affinity Investment Advisors
California
$2.34M -$79.2K -157 -3%
ACM
1539
Ashford Capital Management
Delaware
$2.33M -$10.1K -20 -0.4%
MP
1540
McDonald Partners
Ohio
$2.33M -$15.6K -31 -0.7%
VFA
1541
Voya Financial Advisors
Connecticut
$2.33M +$2.04K +4 +0.1%
FIM
1542
Freedom Investment Management
Connecticut
$2.32M +$245K +486 +12%
JSL
1543
JT Stratford LLC
Georgia
$2.32M +$195K +387 +9%
CA
1544
Continuum Advisory
Idaho
$2.32M -$20.7K -41 -0.9%
OAM
1545
Oak Asset Management
California
$2.32M +$25.7K +51 +1%
SIS
1546
Strategic Investment Solutions
Illinois
$2.31M +$2.27M +4,621 +6,245%
LWCFA
1547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.31M +$254K +473 +12%
AFS
1548
Aft Forsyth & Sober
Florida
$2.31M
REMPR
1549
Roof Eidam Maycock Peralta (REMP)
California
$2.3M +$129K +256 +6%
TCOT
1550
Trust Company of Toledo
Ohio
$2.3M +$650K +1,290 +39%