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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 %
1W
2051
1776 Wealth
Georgia
$941K
CPC
2052
Cookson Peirce & Co
Pennsylvania
$940K +$25.7K +51 +3%
SFB
2053
STAR Financial Bank
Indiana
$938K -$72.6K -144 -7%
CAM
2054
Campion Asset Management
Virginia
$938K
PWMG
2055
Provence Wealth Management Group
California
$935K +$156K +309 +20%
ATWA
2056
Arbor Trust Wealth Advisors
Michigan
$935K +$204K +405 +28%
HWP
2057
Heritage Wealth Partners
Ohio
$933K +$131K +260 +16%
AWS
2058
Aspen Wealth Strategies
Colorado
$929K +$6.05K +12 +0.7%
SW
2059
SMART Wealth
Nebraska
$928K +$5.04K +10 +0.5%
OHWP
2060
Oak Harbor Wealth Partners
North Carolina
$928K +$30.3K +60 +3%
WPC
2061
White Pine Capital
Minnesota
$921K +$18.7K +37 +2%
FAG
2062
Fortitude Advisory Group
Washington
$921K +$26.2K +52 +3%
FSA
2063
Franklin Street Advisors
North Carolina
$920K
AT
2064
Avalon Trust
New Mexico
$920K -$32.3K -64 -3%
AMG
2065
Asset Management Group
Connecticut
$918K +$12.6K +25 +1%
PAG
2066
Paladin Advisory Group
Iowa
$918K
NB
2067
Northwest Bancshares
Pennsylvania
$917K -$7.56K -15 -0.8%
YDMI
2068
Y.D. More Investments
Israel
$913K -$4.54K -9 -0.5%
RWS
2069
Resolute Wealth Strategies
Mississippi
$912K +$504 +1 +0.1%
MFWP
2070
Mosaic Family Wealth Partners
Missouri
$912K
CAWM
2071
Capital Advisors Wealth Management
Washington
$909K +$15.1K +30 +2%
WA
2072
Wealthstream Advisors
New York
$909K +$239K +473 +36%
FPF
2073
First Pacific Financial
Washington
$907K -$4.54K -9 -0.5%
CAGAS
2074
Capital Advisory Group Advisory Services
Minnesota
$904K +$904K +1,792 New
RWM
2075
Rench Wealth Management
Texas
$903K +$503K +998 +126%