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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 %
KWA
1651
KCS Wealth Advisory
California
$1.85M -$602K -1,194 -25%
MSFS
1652
Main Street Financial Solutions
Pennsylvania
$1.85M +$272K +540 +17%
KFI
1653
Key Financial Inc
Pennsylvania
$1.84M +$2.02K +4 +0.1%
OC
1654
Oakworth Capital
Alabama
$1.84M -$7.06K -14 -0.4%
VIM
1655
Vista Investment Management
Pennsylvania
$1.84M +$11.6K +23 +0.6%
WKWM
1656
Walter & Keenan Wealth Management
Indiana
$1.84M -$2.02K -4 -0.1%
CIAS
1657
Capital Investment Advisory Services
North Carolina
$1.84M -$78.6K -156 -4%
DDPIC
1658
Deroy & Devereaux Private Investment Counsel
Michigan
$1.83M -$25.2K -50 -1%
QC
1659
Quent Capital
New York
$1.83M +$81.2K +161 +5%
PWMG
1660
Prestige Wealth Management Group
New Jersey
$1.83M +$30.8K +61 +2%
RW
1661
Rede Wealth
Virginia
$1.83M -$150K -297 -8%
FWA
1662
FSM Wealth Advisors
Ohio
$1.81M -$180K -356 -9%
KA
1663
Kozak & Associates
Colorado
$1.81M -$237K -451 -12%
AAM
1664
Alphadyne Asset Management
New York
$1.79M +$713K +1,414 +66%
MCCP
1665
Mission Creek Capital Partners
California
$1.79M +$42.9K +85 +2%
GB
1666
Goepper Burkhardt
South Carolina
$1.79M
IFS
1667
Ifrah Financial Services
Arkansas
$1.79M -$13.6K -27 -0.8%
BIA
1668
Benchmark Investment Advisors
Illinois
$1.79M -$1M -1,988 -36%
AWA
1669
Alta Wealth Advisors
Massachusetts
$1.79M -$87.2K -173 -5%
III
1670
Independent Investors Inc
New York
$1.78M
KMWM
1671
Keudell/Morrison Wealth Management
Oregon
$1.78M +$11.1K +22 +0.6%
MCC
1672
Money Concepts Capital
Florida
$1.78M -$85K -168 -5%
SMA
1673
Sage Mountain Advisors
Georgia
$1.78M +$242K +479 +16%
JCM
1674
Jacobi Capital Management
Pennsylvania
$1.78M +$112K +223 +7%
ICM
1675
IMS Capital Management
Oregon
$1.77M