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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 %
TBC
2176
Ted Buchan & Co
California
$767K +$141K +279 +22%
PG
2177
Proffitt & Goodson
Tennessee
$765K +$765K +1,518 New
VWM
2178
Vigilare Wealth Management
Arizona
$763K -$98.3K -195 -11%
WAM
2179
Walker Asset Management
Missouri
$759K +$3.02K +6 +0.4%
BWA
2180
Bordeaux Wealth Advisors
California
$757K +$124K +245 +19%
SIM
2181
SSI Investment Management
California
$757K -$7.56K -15 -1%
TC
2182
Toews Corporation
New Jersey
$756K +$756K +1,500 New
JGIA
2183
Jackson Grant Investment Advisers
Connecticut
$753K +$1.51K +3 +0.2%
CBNLCF
2184
Cognios Beta Neutral Large Cap Fund
Kansas
$752K -$69.6K -138 -8%
BFIM
2185
Beese Fulmer Investment Management
Ohio
$752K -$11.1K -22 -1%
RWM
2186
Revisor Wealth Management
Ohio
$752K +$280K +556 +59%
BC
2187
Bowman & Company
Wisconsin
$751K -$229K -453 -23%
EC
2188
EdgeRock Capital
Colorado
$750K +$119K +236 +19%
SMA
2189
Seven Mile Advisory
New Jersey
$750K +$104K +206 +16%
NRC
2190
New Republic Capital
North Carolina
$749K +$1.51K +3 +0.2%
SFA
2191
Source Financial Advisors
New York
$749K +$23.7K +47 +3%
AC
2192
Avory & Company
Florida
$747K
Fuller & Thaler Asset Management
2193
Fuller & Thaler Asset Management
California
$746K +$50.4K +100 +7%
WEG
2194
World Equity Group
Illinois
$745K +$74.8K +148 +11%
SA
2195
SRN Advisors
Pennsylvania
$744K +$14.1K +28 +2%
EFG
2196
Ethos Financial Group
Pennsylvania
$743K +$211K +418 +40%
IWM
2197
Iams Wealth Management
Nebraska
$740K +$740K +1,467 New
SPFA
2198
Summit Place Financial Advisors
New Jersey
$737K
OIS
2199
Okabena Investment Services
Minnesota
$735K -$98.3K -195 -12%
SB
2200
Sunflower Bank
Texas
$735K -$23.2K -46 -3%