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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 %
MWM
1551
Marion Wealth Management
Pennsylvania
$2.3M +$58.5K +116 +3%
WA
1552
WP Advisors
California
$2.29M +$23.7K +47 +1%
FDS
1553
Freedom Day Solutions
Texas
$2.28M -$42.3K -84 -2%
PCIG
1554
Partners Capital Investment Group
Massachusetts
$2.28M +$494K +980 +28%
AIA
1555
Alternative Investment Advisors
Florida
$2.27M +$2.27M +4,509 New
ACL
1556
Applied Capital LLC
Florida
$2.27M -$13.6K -27 -0.6%
LWM
1557
Ledge Wealth Management
Minnesota
$2.26M +$269K +533 +13%
HCM
1558
Hall Capital Management
Rhode Island
$2.26M +$411K +816 +22%
CWA
1559
Core Wealth Advisors
Florida
$2.25M +$59K +117 +3%
NERM
1560
New England Research & Management
Illinois
$2.25M +$918K +1,820 +69%
OL
1561
Optas LLC
Texas
$2.24M +$69.6K +138 +3%
SW
1562
StrongBox Wealth
Missouri
$2.24M +$115K +228 +5%
PCS
1563
Personal CFO Solutions
New Jersey
$2.24M +$36.8K +73 +2%
GWS
1564
Glassman Wealth Services
Virginia
$2.24M +$1.11M +2,203 +99%
AWP
1565
Accretive Wealth Partners
New Jersey
$2.23M +$8.07K +16 +0.4%
SCI
1566
S&CO Inc
Massachusetts
$2.22M +$63K +125 +3%
VFPI
1567
Vantage Financial Partners (Illinois)
Illinois
$2.21M -$49.4K -98 -2%
IAIM
1568
International Assets Investment Management
Florida
$2.21M +$191K +379 +9%
DCM
1569
Davidson Capital Management
Texas
$2.2M +$682K +1,353 +45%
PCM
1570
Parsons Capital Management
Rhode Island
$2.19M +$320K +635 +17%
ICG
1571
InterOcean Capital Group
Tennessee
$2.18M +$173K +343 +9%
TA
1572
Townsend & Associates
Colorado
$2.17M -$1.36M -2,591 -38%
KCM
1573
Kathmere Capital Management
Pennsylvania
$2.17M +$339K +672 +19%
CFA
1574
Cahill Financial Advisors
Minnesota
$2.15M -$11.1K -22 -0.5%
OA
1575
Oak Associates
Ohio
$2.15M +$50.4K +100 +2%