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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 %
VF
1926
Vista Finance
Missouri
$1.21M -$27.7K -55 -2%
AAG
1927
Armstrong Advisory Group
Massachusetts
$1.21M +$107K +212 +10%
NHC
1928
Nicholas Hoffman & Company
Georgia
$1.2M +$1.51K +3 +0.1%
AWA
1929
Aaron Wealth Advisors
Illinois
$1.2M -$71.1K -141 -6%
SHFA
1930
SC&H Financial Advisors
Maryland
$1.2M +$504 +1 +0%
WIM
1931
Westside Investment Management
California
$1.2M -$33.3K -66 -3%
RGI
1932
River Global Investors
United Kingdom
$1.2M -$262K -520 -18%
TGAM
1933
TBH Global Asset Management
Tennessee
$1.19M +$26.2K +52 +2%
WAM
1934
Weinberger Asset Management
California
$1.19M -$26.2K -52 -2%
CST
1935
Charles Schwab Trust
Nevada
$1.19M +$142K +281 +14%
AAIM
1936
Asset Advisors Investment Management
Georgia
$1.19M +$15.1K +30 +1%
PMA
1937
Prudent Man Advisors
Illinois
$1.18M -$42.4K -84 -3%
ZIC
1938
ZWJ Investment Counsel
Georgia
$1.18M +$474K +941 +67%
RL
1939
Rogco LP
Oklahoma
$1.18M +$1.18M +2,343 New
LFDLE
1940
La Financiere de L'Echiquier
France
$1.18M -$227K -450 -16%
RP
1941
Riverwater Partners
Wisconsin
$1.18M -$6.05K -12 -0.5%
BFS
1942
Bard Financial Services
Connecticut
$1.18M -$63K -125 -5%
NRWA
1943
North Ridge Wealth Advisors
Oregon
$1.17M
CF
1944
Clarity Financial
Texas
$1.17M -$97.3K -193 -8%
PWM
1945
Prentice Wealth Management
New York
$1.17M -$17.6K -35 -1%
LAIC
1946
Lederer & Associates Investment Counsel
California
$1.17M
RWB
1947
RMR Wealth Builders
New Jersey
$1.17M +$602K +1,193 +107%
UCI
1948
Uncommon Cents Investing
Wisconsin
$1.16M
PNC
1949
Park National Corp
Ohio
$1.16M +$20.7K +41 +2%
MWC
1950
MBM Wealth Consultants
Missouri
$1.16M +$108K +201 +10%