UNH icon

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 %
BWP
2351
Balboa Wealth Partners
Arizona
$553K +$104K +206 +23%
FFWM
2352
Future Financial Wealth Management
Ohio
$552K +$504 +1 +0.1%
LI
2353
Lafayette Investments
Maryland
$552K
D
2354
Dentgroup
Louisiana
$552K -$33.3K -66 -6%
SOS
2355
Silver Oak Securities
Tennessee
$550K -$747K -1,482 -58%
HCA
2356
Horan Capital Advisors
Ohio
$549K +$315K +624 +134%
COCM
2357
Charter Oak Capital Management
New Hampshire
$548K +$504 +1 +0.1%
HNWAG
2358
High Net Worth Advisory Group
Florida
$547K +$46.9K +93 +9%
APW
2359
Austin Private Wealth
Texas
$547K +$38.3K +76 +8%
HCP
2360
Hexagon Capital Partners
Arkansas
$546K +$19.2K +38 +4%
UL
2361
Unionview LLC
Washington
$546K +$5.04K +10 +0.9%
GG
2362
Golden Green
South Carolina
$546K +$40.8K +81 +8%
HWM
2363
Hemington Wealth Management
Virginia
$544K -$63K -125 -10%
PHAM
2364
Palisades Hudson Asset Management
Florida
$544K
FFA
2365
Fi3 Financial Advisors
Indiana
$544K +$105K +208 +24%
CCFM
2366
Clear Creek Financial Management
Washington
$543K -$111K -220 -17%
RVPG
2367
Relative Value Partners Group
$543K +$543K +1,076 New
BCM
2368
Bourgeon Capital Management
Connecticut
$543K -$126K -250 -19%
MC
2369
Maverick Capital
Texas
$543K +$216K +428 +66%
NWM
2370
Northwest Wealth Management
Iowa
$542K +$3.53K +7 +0.7%
HWA
2371
HHM Wealth Advisors
Tennessee
$541K
SCA
2372
STALEY CAPITAL ADVISERS
Pennsylvania
$541K +$34.8K +69 +7%
ILI
2373
Invesco LLC (Illinois)
Illinois
$540K -$203K -403 -27%
VAFP
2374
Vahanian & Associates Financial Planning
New York
$540K +$540K +1,071 New
TA
2375
TFB Advisors
Kansas
$538K +$74.1K +147 +16%