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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 %
NL
1701
NWAM LLC
Washington
$1.69M -$33.3K -66 -2%
PWM
1702
Palumbo Wealth Management
New York
$1.68M +$697K +1,382 +71%
AIA
1703
Alera Investment Advisors
Illinois
$1.68M -$7.56K -15 -0.4%
WIA
1704
Westbourne Investment Advisors
Maryland
$1.68M -$55.4K -110 -3%
CCG
1705
Ceeto Capital Group
Florida
$1.68M +$50.4K +100 +3%
PIA
1706
Pinion Investment Advisors
Kansas
$1.68M +$69.6K +138 +4%
DS
1707
DRW Securities
Illinois
$1.67M +$631K +1,251 +61%
FMWA
1708
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$1.01K -2 -0.1%
SOW
1709
State of Wyoming
Wyoming
$1.67M +$526K +1,043 +46%
CPR
1710
CSU Producer Resources
Ohio
$1.66M
XF
1711
XML Financial
Maryland
$1.66M +$223K +442 +15%
LFA
1712
Laraway Financial Advisors
Minnesota
$1.66M -$26.7K -53 -2%
PA
1713
PFW Advisors
Georgia
$1.66M +$37.3K +74 +2%
PA
1714
Prossimo Advisors
California
$1.65M -$7.56K -15 -0.5%
HAIM
1715
Hunter Associates Investment Management
Pennsylvania
$1.65M -$5.04K -10 -0.3%
SRSA
1716
S.R. Schill & Associates
Washington
$1.65M +$51.4K +102 +3%
MAC
1717
Mason & Associates (California)
California
$1.65M +$127K +252 +8%
EFG
1718
Everhart Financial Group
Ohio
$1.64M +$164K +326 +11%
BOS
1719
Bank of Stockton
California
$1.64M +$221K +419 +16%
IIC
1720
Ironwood Investment Counsel
Arizona
$1.64M +$366K +725 +29%
PA
1721
Paragon Advisors
Texas
$1.64M -$1.06M -2,102 -39%
IAS
1722
Investment Advisory Services
Texas
$1.64M +$8.57K +17 +0.5%
LIA
1723
LS Investment Advisors
Michigan
$1.64M -$2.52K -5 -0.2%
MA
1724
MJP Associates
Connecticut
$1.64M +$135K +267 +9%
WAP
1725
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$27.7K +55 +2%