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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 %
SWG
2101
Summit Wealth Group
Vermont
$866K
TFA
2102
Teamwork Financial Advisors
Texas
$866K +$29.2K +58 +3%
FSA
2103
Financial Security Advisor
Virginia
$866K +$866K +1,716 New
IP
2104
Intellectus Partners
California
$864K -$13.6K -27 -2%
BMM
2105
Buffington Mohr McNeal
Idaho
$864K
CWM
2106
Castle Wealth Management
Florida
$862K +$142K +281 +20%
MCM
2107
MV Capital Management
Maryland
$861K +$12.1K +24 +1%
WFC
2108
Western Financial Corp
California
$860K -$68.6K -136 -7%
AFP
2109
Ausdal Financial Partners
Iowa
$857K -$92.8K -184 -10%
CNB
2110
Camden National Bank
Maine
$856K -$31.8K -63 -4%
TCB
2111
Texas Capital Bancshares
Texas
$855K +$9.58K +19 +1%
SFG
2112
Steward Financial Group
Texas
$854K +$11.6K +23 +1%
SPW
2113
Sonoma Private Wealth
California
$852K -$44.4K -88 -5%
QFA
2114
Quantum Financial Advisors
California
$851K +$80.2K +159 +10%
MCCA
2115
Mill Creek Capital Advisors
Pennsylvania
$846K -$265K -525 -24%
TF
2116
Tompkins Financial
New York
$846K +$127K +252 +18%
1SB
2117
1ST Source Bank
Indiana
$846K +$40.3K +80 +5%
PPP
2118
Private Portfolio Partners
New Jersey
$844K +$14.1K +28 +2%
KLCM
2119
KG&L Capital Management
Louisiana
$844K +$9.08K +18 +1%
WC
2120
Wexford Capital
Florida
$843K -$2.19M -4,345 -72%
ZIMP
2121
Zimmermann Investment Management & Planning
Pennsylvania
$837K +$42.3K +84 +5%
CAL
2122
Capital Advisors Ltd
Ohio
$837K +$159K +316 +24%
OPWM
2123
Oxinas Partners Wealth Management
Indiana
$836K +$504 +1 +0.1%
GLA
2124
Good Life Advisors
Pennsylvania
$836K +$107K +213 +15%
AB
2125
Atlas Brown
Kentucky
$835K -$41.3K -82 -5%