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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 %
GC
2026
Garde Capital
Washington
$980K +$12.6K +25 +1%
IWA
2027
IVC Wealth Advisors
Pennsylvania
$978K -$2.52K -5 -0.3%
VC
2028
Vicus Capital
Pennsylvania
$977K +$713K +1,415 +270%
CG
2029
Clarus Group
Texas
$977K +$16.6K +33 +2%
RCM
2030
Riverpark Capital Management
New York
$976K +$71.1K +141 +8%
MPCL
2031
My Personal CFO LLC
Washington
$974K -$2.02K -4 -0.2%
WA
2032
WealthTrust Axiom
Pennsylvania
$974K +$75.6K +150 +8%
PFA
2033
Professional Financial Advisors
Nebraska
$969K +$8.57K +17 +0.9%
PFG
2034
Prosperity Financial Group
California
$965K +$14.1K +28 +1%
UW
2035
Unique Wealth
Florida
$964K +$339K +672 +54%
SWP
2036
Semus Wealth Partners
Florida
$962K +$17.1K +34 +2%
KFGK
2037
Keystone Financial Group (Kentucky)
Kentucky
$962K -$68.1K -135 -7%
RWA
2038
Ropes Wealth Advisors
Massachusetts
$961K -$333K -660 -26%
AA
2039
Argent Advisors
Louisiana
$960K +$5.55K +11 +0.6%
VWMG
2040
Virginia Wealth Management Group
Virginia
$959K -$2.02K -4 -0.2%
IIM
2041
Intact Investment Management
Quebec, Canada
$958K -$1.11M -2,200 -54%
CSC
2042
Caldwell Sutter Capital
California
$956K -$504 -1 -0.1%
WWP
2043
WR Wealth Planners
Missouri
$955K +$125K +247 +15%
TPWA
2044
TRUE Private Wealth Advisors
Oregon
$954K +$173K +343 +22%
BWA
2045
Blodgett Wealth Advisors
California
$954K +$504 +1 +0.1%
IIA
2046
ICW Investment Advisors
Arizona
$950K +$109K +217 +13%
RGF
2047
Retirement Guys Formula
Ohio
$950K +$950K +1,884 New
IA
2048
Inspire Advisors
Idaho
$947K +$272K +539 +40%
PCM
2049
Presidio Capital Management
California
$947K -$49.9K -99 -5%
GAA
2050
Global Assets Advisory
Florida
$946K +$106K +211 +13%