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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 %
RAM
1726
Ramirez Asset Management
New York
$1.63M +$1.63M +3,240 New
SIC
1727
Sterling Investment Counsel
New York
$1.63M +$46.4K +92 +3%
GSEP
1728
Golden State Equity Partners
California
$1.63M -$15.1K -30 -0.9%
MTIC
1729
Missouri Trust & Investment Company
Missouri
$1.63M +$436K +864 +37%
TA
1730
Tiedemann Advisors
New York
$1.62M +$103K +204 +7%
RIA
1731
Regal Investment Advisors
Michigan
$1.62M +$129K +255 +9%
CFS
1732
CRA Financial Services
New Jersey
$1.61M +$12.1K +24 +0.8%
BIC
1733
Beach Investment Counsel
Pennsylvania
$1.61M
FPAS
1734
Focus Partners Advisor Solutions
Missouri
$1.6M +$722K +1,432 +82%
ZIG
1735
Zullo Investment Group
Pennsylvania
$1.6M +$83.7K +166 +6%
IFWM
1736
Institute for Wealth Management
Colorado
$1.6M -$5.04K -10 -0.3%
MFA
1737
Millington Financial Advisors
Illinois
$1.59M +$41.3K +82 +3%
IB
1738
Iyo Bank
Japan
$1.59M +$1.59M +3,150 New
BWM
1739
BigSur Wealth Management
Florida
$1.58M -$25.2K -50 -2%
LF
1740
Lee Financial
Texas
$1.58M -$62.5K -124 -4%
FCB
1741
First County Bank
Connecticut
$1.58M +$49.4K +98 +3%
JGGDR
1742
JGP Global Gestao de Recursos
Brazil
$1.58M -$17.1K -34 -1%
SF
1743
Symphony Financial
Texas
$1.58M +$33.4K +65 +2%
FNWM
1744
Financial Network Wealth Management
Utah
$1.58M +$10.3K +20 +0.7%
OCM
1745
One Capital Management
California
$1.57M +$43.9K +87 +3%
MFC
1746
Mechanics Financial Corp
Ohio
$1.57M -$5.04K -10 -0.3%
CFCI
1747
Comprehensive Financial Consultants Institutional
Indiana
$1.56M +$159K +316 +11%
SWM
1748
SeaCrest Wealth Management
New York
$1.56M -$44.4K -88 -3%
MAWA
1749
Moss Adams Wealth Advisors
Washington
$1.56M +$68.1K +135 +5%
AAM
1750
AR Asset Management
California
$1.56M +$903K +1,790 +138%