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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 %
ISWM
2276
Independent Solutions Wealth Management
New York
$624K -$127K -251 -17%
Parnassus Investments
2277
Parnassus Investments
California
$624K +$50.4K +100 +9%
TCM
2278
Traynor Capital Management
Pennsylvania
$623K -$130K -257 -17%
AGC
2279
Aspen Grove Capital
Colorado
$623K -$171K -340 -22%
SIS
2280
Sound Income Strategies
Florida
$621K +$45.4K +90 +8%
CA
2281
CoreCap Advisors
Michigan
$621K -$34.3K -68 -5%
CFMC
2282
Curbstone Financial Management Corp
New Hampshire
$621K -$8.07K -16 -1%
BIP
2283
Blueprint Investment Partners
North Carolina
$618K +$618K +1,226 New
MFG
2284
Midwest Financial Group
Kansas
$618K +$4.54K +9 +0.7%
ACM
2285
Armbruster Capital Management
New York
$618K
BSB
2286
Bangor Savings Bank
Maine
$616K +$23.2K +46 +4%
P
2287
&Partners
Tennessee
$615K +$33.8K +67 +6%
BAAM
2288
Baker Avenue Asset Management
California
$615K +$10.1K +20 +2%
CWS
2289
Cypress Wealth Services
California
$614K +$7.06K +14 +1%
IHWM
2290
Iron Horse Wealth Management
Iowa
$614K +$9.58K +19 +2%
HCP
2291
Holt Capital Partners
Texas
$613K
MSWM
2292
McGlone Suttner Wealth Management
Wisconsin
$613K +$4.55K +9 +0.7%
GC
2293
GFG Capital
Florida
$610K +$40.8K +81 +7%
GA
2294
Goldstein Advisors
Wisconsin
$610K +$49.9K +99 +9%
HFP
2295
Holistic Financial Partners
Indiana
$609K -$14.6K -29 -2%
AFG
2296
Alterity Financial Group
Maine
$609K +$7.56K +15 +1%
PBO
2297
Peoples Bank (Ohio)
Ohio
$608K +$6.05K +12 +1%
FWM
2298
FFT Wealth Management
Pennsylvania
$607K +$29.7K +59 +5%
FH
2299
FWG Holdings
Florida
$606K +$1.53K +3 +0.3%
HS
2300
HighVista Strategies
Massachusetts
$605K +$605K +1,200 New