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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 %
FFBTD
1776
First Financial Bank - Trust Division
Ohio
$1.5M -$319K -632 -17%
GA
1777
GoalVest Advisory
New York
$1.5M +$82.7K +164 +6%
HGERS
1778
Householder Group Estate & Retirement Specialist
Arizona
$1.5M +$1.5M +2,976 New
SSWM
1779
Smith Salley Wealth Management
North Carolina
$1.49M -$102K -203 -6%
LB
1780
Legacy Bridge
Iowa
$1.49M -$25.2K -50 -2%
LG
1781
LaFleur & Godfrey
Michigan
$1.49M +$62K +123 +4%
BEI
1782
Benjamin Edwards Inc
Missouri
$1.49M -$85.2K -169 -5%
EFSCE
1783
Enterprise Financial Services Corp (EFSC)
Missouri
$1.48M +$10.6K +21 +0.7%
TIA
1784
Tiemann Investment Advisors
California
$1.48M +$20.2K +40 +1%
MAG
1785
MRA Advisory Group
New Jersey
$1.48M -$293K -581 -17%
PCI
1786
Planning Center Inc
Illinois
$1.48M
PF
1787
Prosperitas Financial
California
$1.48M +$1.48M +2,926 New
SHGA
1788
Sand Hill Global Advisors
California
$1.47M +$17.1K +34 +1%
WE
1789
Wealth Effects
Massachusetts
$1.47M -$27.7K -55 -2%
PCM
1790
Pennsylvania Capital Management
Pennsylvania
$1.47M +$60.5K +120 +4%
CWM
1791
Cahaba Wealth Management
Georgia
$1.46M +$7.56K +15 +0.5%
EWA
1792
EverSource Wealth Advisors
Alabama
$1.46M +$139K +276 +11%
CB
1793
Cooke & Bieler
Pennsylvania
$1.46M -$376K -745 -20%
IF
1794
Intrua Financial
Texas
$1.46M -$117K -233 -7%
PAMG
1795
Patton Albertson Miller Group
Tennessee
$1.46M +$504 +1 +0%
FW
1796
FirstPurpose Wealth
Utah
$1.45M +$12.1K +24 +0.8%
ECG
1797
Edge Capital Group
Georgia
$1.45M +$19.7K +39 +1%
KC
1798
Kingfisher Capital
North Carolina
$1.45M +$2.52K +5 +0.2%
TRIA
1799
Trail Ridge Investment Advisors
Colorado
$1.45M +$9.58K +19 +0.7%
BFA
1800
Buttonwood Financial Advisors
Maryland
$1.45M +$51.4K +102 +4%