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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 %
WPW
2401
Watershed Private Wealth
Illinois
$516K
CWP
2402
Core Wealth Partners
California
$515K
MSCM
2403
McElhenny Sheffield Capital Management
Texas
$515K
IW
2404
Imprint Wealth
South Carolina
$513K -$352K -699 -41%
AP
2405
Adero Partners
California
$511K +$11.6K +23 +2%
GPI
2406
General Partner Inc
Pennsylvania
$511K
SAM
2407
Seelaus Asset Management
New Jersey
$510K -$37.8K -75 -7%
SFP
2408
Sandbox Financial Partners
Maryland
$510K -$74.1K -147 -13%
GCM
2409
Gallacher Capital Management
Colorado
$510K +$275K +545 +117%
TPWM
2410
Twelve Points Wealth Management
Massachusetts
$507K +$25.2K +50 +5%
AF
2411
Aldebaran Financial
$507K
AWG
2412
Altus Wealth Group
Colorado
$506K -$26.7K -53 -5%
WBG
2413
Wharton Business Group
Pennsylvania
$506K
GKWIM
2414
Gerber Kawasaki Wealth & Investment Management
California
$505K +$28.2K +56 +6%
BFC
2415
Bedel Financial Consulting
Indiana
$504K
LWMG
2416
Levy Wealth Management Group
Pennsylvania
$504K +$1.51K +3 +0.3%
PCA
2417
Prosperity Capital Advisors
Ohio
$503K -$4.03K -8 -0.8%
FAT
2418
First American Trust
California
$501K +$58.5K +116 +13%
RWG
2419
Regal Wealth Group
California
$500K
HH
2420
HWG Holdings
Texas
$498K +$23.2K +46 +5%
VNIM
2421
Vaughan Nelson Investment Management
Texas
$497K -$192K -380 -28%
CVM
2422
Cheviot Value Management
California
$497K +$12.1K +24 +2%
BAM
2423
Byrne Asset Management
New Jersey
$495K +$495K +982 New
GWAM
2424
Guardian Wealth Advisors (Minnesota)
Minnesota
$494K -$29.3K -58 -6%
CSS
2425
Cubist Systematic Strategies
Connecticut
$494K -$1.03M -2,044 -68%