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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 %
IP
2001
Ignite Planners
California
$1.03M +$69.7K +135 +7%
AWA
2002
Aletheian Wealth Advisors
Washington
$1.03M -$333K -661 -24%
CFG
2003
Cooper Financial Group
California
$1.03M +$63K +125 +7%
SC
2004
Soundwatch Capital
Connecticut
$1.03M +$70.6K +140 +7%
FA
2005
Faithward Advisors
Pennsylvania
$1.03M +$102K +188 +11%
TYCC
2006
Texas Yale Capital Corp
Florida
$1.02M +$7.56K +15 +0.7%
ICM
2007
Islay Capital Management
Texas
$1.02M +$51.4K +102 +5%
BCP
2008
Berkeley Capital Partners
Georgia
$1.01M +$42.4K +84 +4%
RFG
2009
RFP Financial Group
Georgia
$1.01M -$25.8K -51 -2%
PI
2010
Parkside Investments
Illinois
$1.01M +$229K +454 +29%
EWM
2011
Evergreen Wealth Management
Michigan
$1.01M +$12.6K +25 +1%
ACM
2012
Allred Capital Management
Texas
$1.01M -$138K -273 -12%
IGWM
2013
ICA Group Wealth Management
Colorado
$1.01M +$28.2K +56 +3%
ETIA
2014
Epic Trust Investment Advisors
Washington
$1M -$12.6K -25 -1%
AAP
2015
Arax Advisory Partners
Colorado
$997K +$153K +303 +18%
ITFISA
2016
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$996K +$933K +1,850 +1,468%
DEM
2017
Disciplined Equity Management
Florida
$996K
APA
2018
Astoria Portfolio Advisors
New York
$995K +$32.2K +61 +3%
PP
2019
Patron Partners
Texas
$993K -$3.53K -7 -0.4%
APG
2020
Abacus Planning Group
South Carolina
$993K +$23.7K +47 +2%
AFT
2021
Alpha Family Trust
California
$993K +$75.6K +150 +8%
EWS
2022
Evergreen Wealth Solutions
Pennsylvania
$990K -$85.7K -170 -8%
WW
2023
Waterfront Wealth
Kansas
$990K +$17.7K +34 +2%
BWP
2024
BSW Wealth Partners
Colorado
$989K +$61.5K +122 +7%
SFG
2025
Sovereign Financial Group
Connecticut
$985K -$89.3K -177 -8%