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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 %
FC
1976
Forte Capital
New York
$1.09M -$12.6K -25 -1%
OWA
1977
One Wealth Advisors
California
$1.09M -$3.53K -7 -0.3%
CC
1978
Cypress Capital
Tennessee
$1.08M -$398K -789 -27%
MBT
1979
Montecito Bank & Trust
California
$1.08M -$22.7K -45 -2%
KFA
1980
Kelleher Financial Advisors
New York
$1.08M +$97.8K +194 +10%
MAM
1981
McLean Asset Management
Virginia
$1.08M +$9.96K +19 +0.9%
CA
1982
Centerpoint Advisors
Massachusetts
$1.08M -$10.1K -20 -0.9%
CYG
1983
Clean Yield Group
Vermont
$1.07M -$12.1K -23 -1%
TSW
1984
Three Seasons Wealth
Utah
$1.07M +$1.07M +2,129 New
ES
1985
Eagle Strategies
New York
$1.07M +$45.9K +91 +4%
MMM
1986
Mendel Money Management
Illinois
$1.06M -$55K -109 -5%
VBFP
1987
Valtinson Bruner Financial Planning
Minnesota
$1.06M -$45.4K -90 -4%
WCM
1988
Wallace Capital Management
Texas
$1.06M -$25.2K -50 -2%
THWM
1989
Taylor Hoffman Wealth Management
Virginia
$1.06M
CPA
1990
Cardiff Park Advisors
California
$1.06M
VSQM
1991
V-Square Quantitative Management
Illinois
$1.06M +$138K +273 +15%
AMM
1992
American Money Management
California
$1.06M +$53.9K +107 +5%
RWPA
1993
Richard W. Paul & Associates
Michigan
$1.05M +$33.3K +66 +3%
PB
1994
Pinnacle Bancorp
Nebraska
$1.05M -$10.1K -20 -1%
RWM
1995
RKL Wealth Management
Pennsylvania
$1.04M +$8.07K +16 +0.8%
PWM
1996
PBMares Wealth Management
Virginia
$1.04M -$50.4K -100 -5%
SMC
1997
Smith, Moore & Co
Missouri
$1.04M -$870K -1,725 -46%
AFG
1998
ABLE Financial Group
Arizona
$1.04M -$55.5K -110 -5%
EA
1999
Emerald Advisers
Pennsylvania
$1.04M +$346K +687 +50%
WCM
2000
Washington Capital Management
Washington
$1.04M