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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 %
LCM
1801
LVM Capital Management
Michigan
$1.44M -$12.6K -25 -0.9%
WMP
1802
Wealth Management Partners
Arizona
$1.44M +$132K +262 +10%
AA
1803
Altman Advisors
Illinois
$1.44M +$1.44M +2,857 New
AMCA
1804
Arthur M. Cohen & Associates
Illinois
$1.44M +$45.4K +90 +3%
EGA
1805
E&G Advisors
Texas
$1.44M -$15.1K -30 -1%
WGCA
1806
Wolf Group Capital Advisors
Virginia
$1.44M +$11.1K +22 +0.8%
LOIP
1807
Live Oak Investment Partners
Texas
$1.43M -$1.34M
CIM
1808
CIM Investment Management
Pennsylvania
$1.43M -$30.3K -60 -2%
CB
1809
Cadence Bank
Mississippi
$1.43M +$22.7K +45 +2%
KA
1810
KLCM Advisors
Wisconsin
$1.42M -$23.2K -46 -2%
EIP
1811
Ellis Investment Partners
Pennsylvania
$1.42M +$47.4K +94 +3%
MFP
1812
Meridian Financial Partners
Virginia
$1.42M +$29.8K +56 +2%
FI
1813
Financial Insights
Washington
$1.42M +$20.4K +38 +1%
ACM
1814
Absolute Capital Management
Pennsylvania
$1.42M +$1.51K +3 +0.1%
RPWA
1815
Regent Peak Wealth Advisors
Georgia
$1.42M +$466K +925 +49%
CA
1816
Cornerstone Advisory
Maryland
$1.41M +$25.7K +51 +2%
KIC
1817
Kensington Investment Counsel
California
$1.41M +$71.1K +141 +5%
PSP
1818
Principal Street Partners
Tennessee
$1.4M +$702K +1,391 +100%
C
1819
Certuity
Florida
$1.4M +$157K +311 +13%
OHWA
1820
Oak Hill Wealth Advisors
Virginia
$1.4M +$15.1K +30 +1%
WC
1821
Waterloo Capital
Texas
$1.39M +$159K +316 +13%
SAM
1822
Strategy Asset Managers
California
$1.39M +$56.5K +112 +4%
D
1823
Diversified
Delaware
$1.38M +$19.2K +38 +1%
BWP
1824
Baldwin Wealth Partners
Massachusetts
$1.38M -$305K -604 -18%
AA
1825
Advisory Alpha
Michigan
$1.38M +$416K +825 +43%