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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 %
PIA
1851
Perennial Investment Advisors
California
$1.35M -$6.56K -13 -0.5%
TPW
1852
Transatlantique Private Wealth
New York
$1.35M +$2.52K +5 +0.2%
CIM
1853
Caldwell Investment Management
Ontario, Canada
$1.35M
ATC
1854
Adirondack Trust Company
New York
$1.35M +$7.06K +14 +0.5%
WAG
1855
Wallace Advisory Group
California
$1.34M +$64.4K +134 +5%
ACA
1856
Atlas Capital Advisors
Wyoming
$1.34M
CIA
1857
Cladis Investment Advisory
Montana
$1.34M +$160K +318 +14%
WLIM
1858
White Lighthouse Investment Management
Massachusetts
$1.34M +$1.34M +2,650 New
SAM
1859
Sompo Asset Management
Japan
$1.34M +$262K +520 +24%
BIM
1860
Baldwin Investment Management
Pennsylvania
$1.33M -$80.2K -159 -6%
EFL
1861
ERn Financial LLC
Wisconsin
$1.33M +$102K +202 +8%
BBNA
1862
Bremer Bank National Association
Minnesota
$1.33M -$146K -289 -10%
RTC
1863
Riverview Trust Company
Washington
$1.33M
AR
1864
Apeiron RIA
Texas
$1.32M +$18.7K +37 +1%
GWCM
1865
Godshalk Welsh Capital Management
Pennsylvania
$1.32M -$7.56K -15 -0.6%
IP
1866
Investment Partners
Ohio
$1.32M +$9.08K +18 +0.7%
DBT
1867
Dubuque Bank & Trust
Iowa
$1.32M +$97.8K +194 +8%
CRWM
1868
Castle Rock Wealth Management
California
$1.32M +$213K +406 +19%
CWC
1869
Carolinas Wealth Consulting
North Carolina
$1.32M -$183K -342 -12%
BA
1870
Bluesphere Advisors
Pennsylvania
$1.32M +$129K +256 +11%
TAM
1871
Townsend Asset Management
North Carolina
$1.31M -$20.7K -41 -2%
AA
1872
Alta Advisers
United Kingdom
$1.31M +$101K +200 +8%
EHC
1873
Everett Harris & Co
California
$1.31M +$22.2K +44 +2%
FNA
1874
First National Advisers
Nebraska
$1.31M +$907K +1,798 +225%
AJ
1875
Ashburton (Jersey)
Jersey
$1.31M