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 %
CHA
2451
Cooper/Haims Advisors
New York
$466K +$504 +1 +0.1%
CCP
2452
Cassia Capital Partners
North Carolina
$465K +$11.1K +22 +2%
KFC
2453
Klingenstein Fields & Co
New York
$465K +$44.4K +88 +11%
SWM
2454
Salvus Wealth Management
New Jersey
$465K +$32.8K +65 +8%
HWM
2455
HFR Wealth Management
New York
$464K
MSRI
2456
Michael S. Ryan Inc
New York
$464K +$4.82K +9 +1%
GM
2457
GeoWealth Management
Illinois
$463K +$85.7K +170 +23%
AGWCA
2458
Annis Gardner Whiting Capital Advisors
Florida
$462K +$462K +917 New
NECFA
2459
New England Capital Financial Advisors
Connecticut
$462K +$504 +1 +0.1%
EB
2460
Exchange Bank
California
$460K +$64.5K +128 +16%
BCM
2461
BluePath Capital Management
Georgia
$460K +$460K +913 New
EA
2462
Ellsworth Advisors
Ohio
$459K +$1.06K +2 +0.2%
RW
2463
REDW Wealth
New Mexico
$459K -$13.6K -27 -3%
WIM
2464
WealthPlan Investment Management
Nebraska
$459K +$148K +293 +47%
CB
2465
Centennial Bank
Arkansas
$458K +$22.7K +45 +5%
ML
2466
Mayport LLC
Massachusetts
$458K
RMCM
2467
Reynders McVeigh Capital Management
Massachusetts
$458K -$12.6K -25 -3%
UWPG
2468
Ullmann Wealth Partners Group
Florida
$457K +$59.5K +118 +15%
PP
2469
Paloma Partners
Connecticut
$457K -$1.19M -2,364 -72%
FCT
2470
First Community Trust
Iowa
$454K -$30.3K -60 -6%
BC
2471
Barrett & Company
Rhode Island
$453K
LWM
2472
Liberty Wealth Management
California
$453K -$12.6K -25 -3%
ADMI
2473
Albert D. Mason Inc
Massachusetts
$453K +$15.1K +30 +3%
VF
2474
VitalStone Financial
Texas
$453K +$450K +832 +16,640%
VAF
2475
Values Added Financial
District of Columbia
$452K -$9.08K -18 -2%