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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 %
DFA
1626
Delta Financial Advisors
Louisiana
$1.93M +$61K +121 +3%
MA
1627
MONECO Advisors
Connecticut
$1.93M -$9.58K -19 -0.5%
MFA
1628
Mayflower Financial Advisors
Massachusetts
$1.92M +$12.6K +25 +0.7%
HCM
1629
Highview Capital Management
Illinois
$1.92M -$15.1K -30 -0.8%
CCA
1630
Cobblestone Capital Advisors
New York
$1.91M -$65K -129 -3%
DA
1631
Doliver Advisors
Texas
$1.91M -$30.3K -60 -2%
CG
1632
Cynosure Group
Utah
$1.9M +$8.07K +16 +0.4%
CGA
1633
Crescent Grove Advisors
Illinois
$1.9M -$188K -372 -9%
SW
1634
SteelPeak Wealth
California
$1.9M -$89.2K -177 -4%
BWM
1635
Buckley Wealth Management
Nevada
$1.9M -$1M -1,984 -35%
SC
1636
Sierra Capital
Florida
$1.9M +$4.03K +8 +0.2%
AFG
1637
Atomi Financial Group
New York
$1.89M -$160K -318 -8%
HCCM
1638
Hudson Canyon Capital Management
New York
$1.89M
PTP
1639
Platform Technology Partners
New York
$1.89M +$383K +1,053 +25%
HFM
1640
Hartford Funds Management
Pennsylvania
$1.89M +$124K +245 +7%
PCG
1641
Prosperity Consulting Group
Maryland
$1.89M +$1.31M +2,593 +224%
CCS
1642
Concentric Capital Strategies
Connecticut
$1.88M +$1.88M +3,735 New
LCWP
1643
Legacy Capital Wealth Partners
Arkansas
$1.88M +$1.88M +3,726 New
JGCM
1644
Joseph Group Capital Management
Ohio
$1.88M +$715K +1,419 +62%
NFG
1645
Northeast Financial Group
Pennsylvania
$1.88M -$368K -730 -16%
SFG
1646
Snider Financial Group
Washington
$1.87M +$770K +1,528 +70%
BTI
1647
Blue Trust Inc
Georgia
$1.87M +$534K +1,112 +40%
ARMT
1648
Amica Retiree Medical Trust
Rhode Island
$1.87M
BFO
1649
Boston Family Office
Massachusetts
$1.87M +$35.8K +71 +2%
HCM
1650
HMS Capital Management
Tennessee
$1.86M -$71.1K -141 -4%