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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 %
WP
2201
WMS Partners
Maryland
$734K -$84.2K -167 -10%
JWWM
2202
Johnson & White Wealth Management
Pennsylvania
$734K +$5.55K +11 +0.8%
BA
2203
Birinyi Associates
Connecticut
$731K -$126K -250 -15%
AWM
2204
Angeles Wealth Management
California
$730K -$172K -341 -19%
CC
2205
Copperleaf Capital
North Carolina
$730K -$102K -202 -12%
BWM
2206
Baron Wealth Management
Michigan
$729K +$15.6K +31 +2%
ODFS
2207
O'Donnell Financial Services
California
$724K
SL
2208
Salomon & Ludwin
Virginia
$723K
IA
2209
Insight Advisors
Pennsylvania
$722K -$37.8K -75 -5%
CA
2210
Claris Advisors
Missouri
$721K +$1.01K +2 +0.1%
DA
2211
DCM Advisors
New York
$721K -$183K -363 -20%
TI
2212
Truepoint Inc
Ohio
$718K +$718K +1,423 New
LSA
2213
Lion Street Advisors
Texas
$716K +$420K +833 +142%
IAMOG
2214
Investors Asset Management of Georgia
Georgia
$716K
FAFN
2215
First Affirmative Financial Network
Colorado
$714K -$5.04K -10 -0.7%
CA
2216
Carson Advisory
Georgia
$714K +$3.53K +7 +0.5%
KOCAA
2217
Knights of Columbus Asset Advisors
Connecticut
$713K -$223K -443 -24%
CC
2218
Chicago Capital
Illinois
$712K -$63.5K -126 -8%
KCM
2219
Kanawha Capital Management
Virginia
$712K +$10.1K +20 +1%
BBI
2220
Baxter Bros Inc
Connecticut
$709K +$21.7K +43 +3%
FWTB
2221
First Western Trust Bank
Colorado
$708K -$154K -305 -18%
SWA
2222
SFMG Wealth Advisors
Texas
$708K -$3.03K -6 -0.4%
OBWG
2223
Onyx Bridge Wealth Group
New York
$706K +$213K +422 +43%
MAM
2224
Marquette Asset Management
Minnesota
$706K +$4.03K +8 +0.6%
CPC
2225
Congress Park Capital
New York
$706K -$15.1K -30 -2%