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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 %
KWM
2501
KFG Wealth Management
Indiana
$434K +$149K +309 +52%
KWM
2502
Kaydan Wealth Management
Michigan
$433K -$25.5K -53 -6%
WPWM
2503
Western Pacific Wealth Management
Illinois
$433K +$50.9K +106 +13%
CCP
2504
Cassia Capital Partners
North Carolina
$433K +$156K +325 +56%
EFI
2505
EHP Funds Inc
Canada
$433K -$144K -300 -25%
BC
2506
Barrett & Company
Rhode Island
$432K +$118K +245 +37%
CFAM
2507
Coury Firm Asset Management
Pennsylvania
$431K +$1.44K +3 +0.3%
PPWM
2508
Paragon Private Wealth Management
Kentucky
$429K
BWP
2509
Balboa Wealth Partners
Arizona
$428K -$132K -275 -24%
TW
2510
Towerpoint Wealth
California
$427K +$13.5K +28 +3%
JWS
2511
Juncture Wealth Strategies
Arizona
$426K -$17.8K -37 -4%
GIM
2512
Grassi Investment Management
California
$425K +$96K +200 +29%
CFD
2513
Creative Financial Designs
Indiana
$424K -$40.4K -84 -9%
SBWIC
2514
Schaper Benz & Wise Investment Counsel
Wisconsin
$423K
AWC
2515
Abundance Wealth Counselors
Pennsylvania
$423K +$25K +52 +6%
TIA
2516
Traphagen Investment Advisors
New Jersey
$422K +$5.29K +11 +1%
LFG
2517
Lockerman Financial Group
California
$422K -$26.9K -56 -6%
WDA
2518
Wendell David Associates
New Hampshire
$422K
FUBT
2519
First United Bank & Trust
Maryland
$422K +$2.88K +6 +0.7%
FAT
2520
First American Trust
California
$421K -$107K -223 -20%
JHCP
2521
Jackson Hole Capital Partners
Oklahoma
$421K -$1.14M -2,364 -73%
WM
2522
Whitford Management
New York
$420K +$1.92K +4 +0.5%
TMWM
2523
Taylor & Morgan Wealth Management
Michigan
$419K -$24K -50 -5%
SAM
2524
Satovsky Asset Management
New York
$419K +$1.44K +3 +0.3%
BAM
2525
Byrne Asset Management
New Jersey
$419K -$412K -872 Closed