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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 %
PIM
2076
Profit Investment Management
Maryland
$903K -$39.8K -79 -4%
CC
2077
Cipher Capital
New York
$901K +$901K +1,788 New
FFWA
2078
FRG Family Wealth Advisors
Washington
$901K -$102K -203 -10%
TFA
2079
Triad Financial Advisors
North Carolina
$901K +$68.6K +136 +8%
CIAS
2080
CFS Investment Advisory Services
New Jersey
$898K +$148K +293 +20%
JWM
2081
Jupiter Wealth Management
Colorado
$895K +$325K +600 +57%
LA
2082
LVW Advisors
New York
$892K +$140K +278 +19%
SWP
2083
Summit Wealth Partners
Florida
$891K
GAM
2084
Gould Asset Management
California
$891K
MCA
2085
Magnolia Capital Advisors
Mississippi
$891K +$891K +1,681 New
JF
2086
JSF Financial
California
$890K -$74.1K -147 -8%
LTAS
2087
Linden Thomas Advisory Services
North Carolina
$889K -$82.2K -163 -8%
SC
2088
Steph & Co
Wisconsin
$889K +$51.9K +103 +6%
KWA
2089
Kellett Wealth Advisors
Ohio
$887K
PCM
2090
Pointe Capital Management
Michigan
$885K +$3.03K +6 +0.3%
TWA
2091
TCI Wealth Advisors
Arizona
$885K +$32.3K +64 +4%
JWM
2092
Jeppson Wealth Management
California
$881K +$12.6K +25 +1%
ACP
2093
Aveo Capital Partners
Colorado
$881K -$3.02K -6 -0.3%
GLLW
2094
Graves Light Lenhart Wealth
Virginia
$880K
APWA
2095
Atlas Private Wealth Advisors
New Jersey
$873K +$505K +1,003 +137%
FCMC
2096
Founders Capital Management (Connecticut)
Connecticut
$873K
AWE
2097
Avidian Wealth Enterprises
Texas
$872K +$12.6K +25 +1%
EBA
2098
Eagle Bay Advisors
New York
$871K +$349K +692 +67%
ANB
2099
Amarillo National Bank
Texas
$869K
WCM
2100
WealthBridge Capital Management
Ohio
$868K +$28.7K +57 +3%