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UnitedHealth

3,112 hedge funds and large institutions have $388B invested in UnitedHealth in 2023 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 1,444 increasing their positions, 1,174 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,112
Holders Change
+18
Holders Change %
+0.58%
% of All Funds
49.08%
Holding in Top 10
351
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-13.12%
% of All Funds
5.54%
New
168
Increased
1,444
Reduced
1,174
Closed
125
Calls
$4.58B
Puts
$3.91B
Net Calls
+$676M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
GSAM
2476
Grant Street Asset Management
Pennsylvania
$447K +$145K +302 +48%
FBT
2477
First Bank & Trust
South Dakota
$446K -$70.2K -146 -14%
CHA
2478
Cooper/Haims Advisors
New York
$444K +$36.1K +75 +9%
EA
2479
Echo45 Advisors
California
$444K -$26K -54 -6%
LWM
2480
Liberty Wealth Management
California
$443K -$33.6K -70 -7%
IF
2481
Insight Folios
North Carolina
$443K
AIP
2482
Almanack Investment Partners
Pennsylvania
$443K +$17.8K +37 +4%
AC
2483
Apella Capital
Connecticut
$443K +$443K +921 New
TF
2484
Trek Financial
Arizona
$442K -$25.5K -53 -5%
TA
2485
TFB Advisors
Kansas
$442K +$13.9K +29 +3%
HWM
2486
HFR Wealth Management
New York
$442K -$7.21K -15 -2%
JEST
2487
JTC Employer Solutions Trustee
Jersey
$442K
BIA
2488
Barry Investment Advisors
Massachusetts
$442K +$1.44K +3 +0.3%
RCG
2489
Regatta Capital Group
California
$441K -$7.21K -15 -2%
NECFA
2490
New England Capital Financial Advisors
Connecticut
$440K
VAF
2491
Values Added Financial
District of Columbia
$440K +$440K +915 New
SC
2492
SRB Corp
Massachusetts
$439K +$85.6K +178 +24%
SICM
2493
Sustainable Insight Capital Management
New York
$438K -$478K -994 -52%
ML
2494
Mayport LLC
Massachusetts
$437K
RWP
2495
Ridgecrest Wealth Partners
California
$437K +$34.6K +72 +9%
PWM
2496
PRW Wealth Management
Massachusetts
$436K +$7.75K +16 +2%
3F
2497
360 Financial
Minnesota
$435K -$16.8K -35 -4%
QT
2498
Quantbot Technologies
New York
$434K -$3.76M -7,818 -90%
ARC
2499
Advisor Resource Council
Texas
$434K -$1.96M -4,073 -82%
CBA
2500
Coastal Bridge Advisors
Connecticut
$434K -$96.1K -200 -18%