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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 %
WP
1751
WealthSource Partners
California
$1.56M -$469K -930 -23%
PCP
1752
Pacific Capital Partners
$1.55M +$1.55M +3,080 New
CWM
1753
Cornerstone Wealth Management
Missouri
$1.55M +$649K +1,288 +72%
FCA
1754
FinTrust Capital Advisors
South Carolina
$1.55M -$203K -402 -12%
WC
1755
Westhampton Capital
North Carolina
$1.55M -$7.56K -15 -0.5%
MAM
1756
MWA Asset Management
Massachusetts
$1.55M +$1.55M +3,067 New
SIC
1757
Samalin Investment Counsel
New York
$1.55M -$10.1K -20 -0.6%
CA
1758
Calton & Associates
Florida
$1.54M +$1.2M +2,378 +349%
EI
1759
Ellevest Inc
New York
$1.54M -$42.4K -84 -3%
VRM
1760
Vectors Research Management
New York
$1.54M +$504 +1 +0%
BAMG
1761
Brand Asset Management Group
Missouri
$1.54M -$2.02K -4 -0.1%
YC
1762
Yarbrough Capital
Tennessee
$1.53M
OFS
1763
OneAscent Financial Services
Alabama
$1.53M +$346K +686 +29%
ACMA
1764
Arbor Capital Management (Alaska)
Alaska
$1.53M -$7.39K -14 -0.5%
HI
1765
Humankind Investments
New York
$1.53M -$69.1K -137 -4%
TWM
1766
Tolleson Wealth Management
Texas
$1.53M +$43.9K +87 +3%
TFP
1767
Tilia Fiduciary Partners
North Carolina
$1.53M +$101K +200 +7%
CBFP
1768
Cedar Brook Financial Partners
Ohio
$1.52M -$81.7K -162 -5%
VU
1769
Vanderbilt University
Tennessee
$1.52M +$1.52M +3,015 New
CAMV
1770
Concord Asset Management (Virginia)
Virginia
$1.52M +$434K +860 +40%
CA
1771
Cambridge Advisors
Nebraska
$1.52M -$12.6K -25 -0.8%
HI
1772
Hoey Investments
Pennsylvania
$1.51M -$286K -568 -16%
HIIFS
1773
Harel Insurance Investments & Financial Services
Israel
$1.51M +$657K +1,288 +77%
SACTSONJ
1774
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.51M
PFA
1775
Pure Financial Advisors
California
$1.51M +$112K +222 +8%