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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 %
WWM
1876
WT Wealth Management
Arizona
$1.31M +$77.7K +154 +6%
IWP
1877
Invenio Wealth Partners
Florida
$1.31M -$12.6K -25 -1%
WBCM
1878
Wilson & Boucher Capital Management
California
$1.31M +$37.8K +75 +3%
SIG
1879
Sargent Investment Group
Maryland
$1.3M -$3.53K -7 -0.3%
FAN
1880
Financial Advisors Network
California
$1.3M +$1.3M +2,585 New
JSW
1881
Journey Strategic Wealth
New Jersey
$1.3M -$287K -570 -18%
GWM
1882
Gitterman Wealth Management
New Jersey
$1.3M -$8.07K -16 -0.6%
AWAG
1883
ARS Wealth Advisors Group
Florida
$1.3M -$16.1K -32 -1%
PWP
1884
Phillips Wealth Planners
Mississippi
$1.3M -$7.97K -15 -0.6%
CMS
1885
Capital Market Strategies
Florida
$1.29M +$40.8K +80 +3%
LIG
1886
Lokken Investment Group
Delaware
$1.29M +$248K +492 +24%
DCM
1887
DGS Capital Management
New Jersey
$1.29M +$232K +461 +22%
WAAG
1888
Wealth Alliance Advisory Group
Kansas
$1.29M +$143K +283 +12%
KCM
1889
KRS Capital Management
Michigan
$1.29M +$46.4K +92 +4%
SQA
1890
Simon Quick Advisors
New Jersey
$1.29M +$240K +476 +23%
KWM
1891
Kolinsky Wealth Management
New Jersey
$1.29M +$40.8K +81 +3%
MWM
1892
MinichMacGregor Wealth Management
New York
$1.28M -$19.7K -39 -2%
MWPCG
1893
Measured Wealth Private Client Group
New Hampshire
$1.28M -$65K -129 -5%
MWAM
1894
Manhattan West Asset Management
California
$1.28M +$714K +1,369 +126%
CWP
1895
CFM Wealth Partners
Texas
$1.28M +$58.5K +116 +5%
CIC
1896
Crawford Investment Counsel
Georgia
$1.28M +$2.52K +5 +0.2%
MA
1897
MCF Advisors
Kentucky
$1.27M +$14.6K +29 +1%
BFG
1898
Beacon Financial Group
Texas
$1.27M -$23.3K -49 -2%
BOPW
1899
Brandywine Oak Private Wealth
Pennsylvania
$1.27M -$17.1K -34 -1%
SPWG
1900
Syntegra Private Wealth Group
Missouri
$1.27M +$33.3K +66 +3%