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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 %
RIG
2376
Renaissance Investment Group
Massachusetts
$537K -$25.2K -50 -4%
HCM
2377
Harvey Capital Management
Florida
$537K
SAM
2378
SignalPoint Asset Management
Missouri
$537K +$50.4K +100 +10%
BDF
2379
Black Diamond Financial
Maryland
$537K -$10.6K -21 -2%
GCM
2380
Gables Capital Management
Florida
$536K
NJBEST
2381
New Jersey Better Educational Savings Trust
New Jersey
$536K
IIC
2382
Integrated Investment Consultants
Michigan
$535K -$277K -550 -34%
KA
2383
Klingman & Associates
New York
$535K +$504 +1 +0.1%
BMO
2384
Beck Mack & Oliver
New York
$534K +$27.7K +55 +5%
BWM
2385
BCS Wealth Management
Tennessee
$533K
FCIM
2386
Fairview Capital Investment Management
California
$532K
PPW
2387
Parcion Private Wealth
Washington
$532K +$207K +410 +63%
ICM
2388
Ionic Capital Management
New York
$530K +$530K +1,051 New
VWM
2389
Valley Wealth Managers
New Jersey
$529K +$15.6K +31 +3%
AIM
2390
Alhambra Investment Management
Florida
$529K
Members Trust
2391
Members Trust
Florida
$527K
BC
2392
Belmont Capital
California
$527K +$494K +980 +1,508%
FM
2393
Family Management
New York
$525K -$22.7K -45 -4%
KWM
2394
KFG Wealth Management
Indiana
$525K +$70.1K +139 +15%
LSC
2395
Lesa Sroufe & Co
Washington
$522K
GCP
2396
Garda Capital Partners
Minnesota
$521K -$120K -238 -19%
HCM
2397
Hengehold Capital Management
Ohio
$520K
LA
2398
Lifeworks Advisors
Michigan
$520K -$15.6K -31 -3%
3F
2399
360 Financial
Minnesota
$518K +$51.5K +100 +11%
IIM
2400
Ipswich Investment Management
Massachusetts
$516K +$12.1K +24 +2%