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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 %
RFO
2226
RiverGlades Family Offices
Florida
$706K
OP
2227
ORG Partners
Indiana
$702K -$292K -578 -29%
AA
2228
Aire Advisors
California
$694K +$46.4K +92 +7%
FAM
2229
Formidable Asset Management
Ohio
$694K -$34.8K -69 -5%
SFPG
2230
Stonebridge Financial Planning Group
Florida
$690K -$19.2K -38 -3%
CG
2231
Clifford Group
Massachusetts
$686K -$58.5K -116 -8%
AWM
2232
AllSquare Wealth Management
New York
$682K -$7.56K -15 -1%
BFG
2233
Bouchey Financial Group
New York
$682K +$173K +344 +34%
AC
2234
ASB Consultores
Florida
$681K -$296K -587 -30%
MUMSS
2235
Mitsubishi UFJ Morgan Stanley Securities
Japan
$681K +$608K +1,206 +832%
SMH
2236
Sanders Morris Harris
Texas
$680K
BWM
2237
Baystate Wealth Management
Massachusetts
$678K -$5.55K -11 -0.8%
FMP
2238
Financial Management Professionals
Texas
$678K +$32.3K +64 +5%
FNB
2239
Farmers National Bank
Kentucky
$677K -$7.06K -14 -1%
BP
2240
BCK Partners
New York
$677K
MA
2241
Modus Advisors
Minnesota
$675K -$9.58K -19 -1%
TCM
2242
Telos Capital Management
California
$674K +$75.6K +150 +13%
WTA
2243
Washington Trust Advisors
Massachusetts
$673K +$9.08K +18 +1%
MCA
2244
MSH Capital Advisors
Arizona
$673K -$33.8K -67 -5%
BP
2245
BBR Partners
New York
$672K -$921K -1,826 -58%
VCP
2246
Verus Capital Partners
Arizona
$671K +$146K +289 +28%
KC
2247
Kenfarb & Co
Kentucky
$671K -$12.6K -25 -2%
V
2248
VeraBank
Texas
$670K
HFS
2249
Heritage Financial Services
Massachusetts
$669K
BLC
2250
Brown, Lisle/Cummings
Rhode Island
$666K