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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 %
CAC
1576
Certified Advisory Corp
Florida
$2.15M +$2.15M +43,600 New
HCM
1577
Hollencrest Capital Management
California
$2.15M
RIL
1578
Rothschild Investment LLC
Illinois
$2.15M +$172K +342 +9%
M1FG
1579
Mach-1 Financial Group
Arkansas
$2.15M -$26.7K -53 -1%
MFG
1580
Menard Financial Group
Texas
$2.14M +$197K +391 +10%
SIA
1581
Schear Investment Advisers
Ohio
$2.13M -$104K -206 -5%
AWM
1582
Aries Wealth Management
Maine
$2.12M +$147K +273 +7%
CC
1583
Courier Capital
New York
$2.12M -$163K -324 -7%
IA
1584
IFG Advisory
Georgia
$2.11M +$2.11M +4,192 New
CPA
1585
Court Place Advisors
Maryland
$2.11M -$20.2K -40 -0.9%
EWM
1586
Empirical Wealth Management
Washington
$2.1M +$212K +421 +11%
MFG
1587
Magnus Financial Group
New York
$2.09M +$37.8K +75 +2%
TSWM
1588
Triangle Securities Wealth Management
North Carolina
$2.09M -$11.1K -22 -0.5%
EIG
1589
Ellenbecker Investment Group
Wisconsin
$2.08M +$1.71M +3,388 +455%
CWS
1590
Confluence Wealth Services
Pennsylvania
$2.08M +$268K +531 +15%
LM
1591
Lincluden Management
Ontario, Canada
$2.08M -$2.52K -5 -0.1%
NWM
1592
Northcape Wealth Management
New York
$2.08M +$23.7K +47 +1%
LKIM
1593
Lawson Kroeker Investment Management
Nebraska
$2.08M
FFG
1594
Frisch Financial Group
New York
$2.07M -$20.7K -41 -1%
ADIM
1595
Alpha DNA Investment Management
Maryland
$2.07M -$9.58K -19 -0.5%
OWA
1596
Opal Wealth Advisors
New York
$2.06M +$41.3K +82 +2%
OC
1597
Oarsman Capital
Wisconsin
$2.06M +$13.1K +26 +0.6%
FBFS
1598
First Business Financial Services
Wisconsin
$2.06M +$70.1K +139 +4%
NL
1599
NVWM LLC
Pennsylvania
$2.05M +$44.4K +88 +2%
CNFG
1600
Creegan & Nassoura Financial Group
New Hampshire
$2.05M