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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 %
DCM
2251
Driehaus Capital Management
Illinois
$661K +$661K +1,311 New
PP
2252
PrairieView Partners
Minnesota
$656K -$15.6K -31 -2%
VC
2253
Veracity Capital
Georgia
$653K +$91.8K +182 +16%
HCM
2254
Howland Capital Management
Massachusetts
$652K
VNA
2255
Valley National Advisers
Pennsylvania
$652K -$4.03K -8 -0.6%
SEIA
2256
Signature Estate & Investment Advisors
California
$649K -$17.6K -35 -3%
WFAG
2257
Worth Financial Advisory Group
North Carolina
$649K +$108K +215 +20%
PFA
2258
Pathway Financial Advisors
Vermont
$648K +$101K +200 +18%
FIM
2259
Fernwood Investment Management
Massachusetts
$644K
H
2260
HoyleCohen
California
$643K +$57.4K +114 +10%
CCB
2261
Cutter & Co Brokerage
Missouri
$643K -$39.3K -78 -6%
C
2262
CEDRUS
Colorado
$641K -$64.5K -128 -9%
NP
2263
Ninepoint Partners
Ontario, Canada
$641K
AIA
2264
Angeles Investment Advisors
California
$640K -$681K -1,351 -52%
DI
2265
DDFG Inc
California
$639K +$504 +1 +0.1%
FSC
2266
Full Sail Capital
Oklahoma
$639K
PC
2267
Prairiewood Capital
North Dakota
$633K +$633K +1,256 New
CCA
2268
Column Capital Advisors
Indiana
$632K -$29.7K -59 -4%
I
2269
INVST
Indiana
$631K +$17.6K +35 +3%
IFPG
2270
Intrepid Financial Planning Group
Indiana
$629K
FCCM
2271
First City Capital Management
Georgia
$626K +$504 +1 +0.1%
MSS
2272
Mitchell Sinkler & Starr
Pennsylvania
$626K +$91.8K +182 +17%
KIG
2273
Kowal Investment Group
Wisconsin
$626K +$36.3K +72 +6%
HPM
2274
Hoxton Planning & Management
West Virginia
$625K +$3.02K +6 +0.5%
SWA
2275
Sutton Wealth Advisors
Florida
$624K +$17.6K +35 +3%