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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 %
CPRC
2151
Consolidated Portfolio Review Corp
New York
$797K +$22.2K +44 +3%
Harris Associates
2152
Harris Associates
Illinois
$797K -$238K -473 -23%
FA
2153
Fiducient Advisors
Illinois
$797K +$797K +1,580 New
WHCI
2154
W.H. Cornerstone Investments
Massachusetts
$795K +$68.6K +136 +9%
SFG
2155
Sather Financial Group
Texas
$795K +$18.2K +36 +2%
GC
2156
Guidance Capital
Kentucky
$793K +$48.4K +95 +6%
DF
2157
Donoghue Forlines
Massachusetts
$792K +$395K +783 +99%
CD
2158
Chapin Davis
Maryland
$791K -$94.8K -188 -11%
VP
2159
Verum Partners
North Carolina
$791K +$31.8K +63 +4%
DFG
2160
Delta Financial Group
New Jersey
$791K +$33.3K +66 +4%
JWM
2161
Janiczek Wealth Management
Colorado
$789K +$243K +481 +44%
OFS
2162
Oldfather Financial Services
Nebraska
$786K +$1.01K +2 +0.1%
EA
2163
Eudaimonia Advisors
Tennessee
$786K +$18.7K +37 +2%
CC
2164
Centiva Capital
New York
$783K -$696K -1,381 -47%
FP
2165
Fiduciary Planning
Florida
$780K -$332K -659 -30%
CFO
2166
Collective Family Office
Pennsylvania
$779K -$7.06K -14 -0.9%
LL
2167
LWMG LLC
Minnesota
$779K -$1.01K -2 -0.1%
APC
2168
Aspire Private Capital
North Carolina
$779K +$16.6K +33 +2%
FPWM
2169
FSB Premier Wealth Management
Iowa
$777K +$4.04K +8 +0.5%
LCM
2170
Lewis Capital Management
California
$776K
IMCOOI
2171
Investment Management Corp of Ontario (IMCO)
Canada
$775K +$775K +1,538 New
BA
2172
Ballast Advisors
Minnesota
$774K +$32.3K +64 +4%
TA
2173
TCM Advisors
West Virginia
$773K -$833K
CM
2174
Columbus Macro
Pennsylvania
$771K -$12.1K -24 -2%
WMA
2175
Wealth Management Associates
New Jersey
$769K -$298K -592 -28%