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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 %
AWM
2551
Avaii Wealth Management
Wisconsin
$402K +$3.37K +7 +0.8%
KFC
2552
Klingenstein Fields & Co
New York
$401K +$4.81K +10 +1%
AFG
2553
Allegheny Financial Group
Pennsylvania
$400K -$61.1K -127 -13%
LT
2554
Legacy Trust
Michigan
$398K -$481 -1 -0.1%
JE
2555
JMAC Enterprises
Pennsylvania
$396K +$23.6K +49 +6%
SCA
2556
Sandy Cove Advisors
Massachusetts
$395K +$36K +75 +10%
FFG
2557
Fortem Financial Group
California
$395K +$4.81K +10 +1%
DU
2558
Delphia (USA)
Ontario, Canada
$394K +$57.7K +120 +17%
MHR
2559
Matthew Hamilton Rosenberg
$394K -$96.7K -201 -20%
3IP
2560
3Chopt Investment Partners
Virginia
$394K +$14.4K +30 +4%
LHEI
2561
Leo H. Evart Inc
California
$393K +$1.92K +4 +0.5%
FVWA
2562
Foster Victor Wealth Advisors
South Carolina
$393K -$84.8K -180 -18%
CCM
2563
Chickasaw Capital Management
Tennessee
$392K
EFMC
2564
Empire Financial Management Company
New York
$392K +$21.6K +45 +6%
EPP
2565
ETF Portfolio Partners
Kansas
$389K
CIA
2566
Caerus Investment Advisors
Texas
$388K +$388K +808 New
MWM
2567
Mascoma Wealth Management
New Hampshire
$387K -$50.1K -99 -11%
BMC
2568
Benin Management Corp
Connecticut
$386K +$1.44K +3 +0.4%
LCM
2569
Lazari Capital Management
California
$385K +$385K +802 New
LF
2570
Lantz Financial
Illinois
$385K -$16.8K -35 -4%
BMC
2571
Beaton Management Company
Massachusetts
$385K +$3.85K +8 +1%
WC
2572
Woodstock Corp
Massachusetts
$385K
GSIS
2573
Global Strategic Investment Solutions
Arizona
$385K +$5.29K +11 +1%
FNA
2574
First National Advisers
Nebraska
$384K +$15.4K +32 +4%
HKIMG
2575
Hutchens & Kramer Investment Management Group
Indiana
$383K -$3.36K -7 -0.9%