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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 %
WP
2526
Westmount Partners
California
$419K +$18.3K +38 +5%
TA
2527
Trellis Advisors
Washington
$418K +$11.1K +23 +3%
FFA
2528
Fi3 Financial Advisors
Indiana
$418K -$68.2K -142 -14%
AP
2529
Atwood & Palmer
Missouri
$417K +$153K +319 +58%
HBW
2530
Hazlett, Burt & Watson
West Virginia
$417K +$80.8K +168 +24%
ADMI
2531
Albert D. Mason Inc
Massachusetts
$417K +$132K +274 +46%
KCPG
2532
Kavar Capital Partners Group
Kansas
$417K +$7.69K +16 +2%
CWA
2533
Continuum Wealth Advisors
New York
$416K -$57.7K -120 -12%
CB
2534
Centennial Bank
Arkansas
$415K -$12K -25 -3%
CAM
2535
Columbia Asset Management
Michigan
$415K -$8.18K -17 -2%
SGWM
2536
Sterling Group Wealth Management
California
$415K
HFS
2537
Horizon Financial Services
North Carolina
$415K +$146K +304 +54%
EA
2538
Ellsworth Advisors
Ohio
$414K +$16.3K +34 +4%
SFG
2539
StrategIQ Financial Group
Indiana
$413K +$961 +2 +0.2%
SWM
2540
Salvus Wealth Management
New Jersey
$412K +$9.61K +20 +2%
LODC
2541
Lanham O'Dell & Company
West Virginia
$411K
MSRI
2542
Michael S. Ryan Inc
New York
$410K +$410K +857 New
MSR
2543
Main Street Research
Connecticut
$409K +$94.7K +197 +30%
WSC
2544
Wellington Shields & Co
New York
$409K +$11.5K +24 +3%
IPW
2545
Invictus Private Wealth
Colorado
$408K -$14.4K -30 -3%
PPW
2546
Pasadena Private Wealth
California
$407K
PWS
2547
Peterson Wealth Services
Utah
$407K +$3.36K +7 +0.8%
CFA
2548
CWS Financial Advisors
Michigan
$407K +$2.4K +5 +0.6%
EWM
2549
Elite Wealth Management
Washington
$404K -$4.33K -9 -1%
SWA
2550
SOA Wealth Advisors
New York
$402K +$3.37K +7 +0.8%