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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 %
TWP
2426
Tower Wealth Partners
Pennsylvania
$494K +$7.06K +14 +1%
CBA
2427
Coastal Bridge Advisors
Connecticut
$491K +$35.3K +70 +8%
NFSG
2428
Newbridge Financial Services Group
Florida
$488K -$10.6K -21 -2%
CIG
2429
Cascade Investment Group
Colorado
$486K
BIA
2430
BHK Investment Advisors
Alabama
$486K -$42.9K -85 -8%
PKC
2431
Palmer Knight Company
Florida
$486K
GG
2432
Greenwood Gearhart
Arkansas
$484K -$15.1K -30 -3%
EWA
2433
Etesian Wealth Advisors
Oregon
$484K -$2.02K -4 -0.4%
AWA
2434
Amplius Wealth Advisors
Pennsylvania
$482K -$30.8K -61 -6%
PWW
2435
Pettyjohn Wood & White
Virginia
$479K +$118K +234 +33%
RWI
2436
Red Wave Investments
Pennsylvania
$478K -$504 -1 -0.1%
OCM
2437
Objective Capital Management
Ohio
$478K +$504 +1 +0.1%
PWM
2438
PRW Wealth Management
Massachusetts
$478K
KA
2439
Kure Advisory
Minnesota
$477K +$477K +947 New
SC
2440
SRB Corp
Massachusetts
$477K +$16.1K +32 +4%
VST
2441
Van Strum & Towne
California
$476K
PA
2442
Perennial Advisors
New York
$473K -$1.01K -2 -0.2%
SNBOSD
2443
Security National Bank of So Dak
Iowa
$472K
CC
2444
Cornerstone Capital
California
$471K
BHBT
2445
Burke & Herbert Bank & Trust
Virginia
$470K
AC
2446
Apella Capital
Connecticut
$470K +$5.55K +11 +1%
WM
2447
Whitford Management
New York
$468K +$27.2K +54 +6%
FBT
2448
First Bank & Trust
South Dakota
$467K
PO
2449
Private Ocean
California
$466K -$175K -348 -27%
IF
2450
Insight Folios
North Carolina
$466K +$1.01K +2 +0.2%