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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 %
EW
2576
Element Wealth
Mississippi
$381K +$18.8K +39 +5%
RWM
2577
Rench Wealth Management
Texas
$381K +$381K +792 New
WI
2578
Wedgewood Investors
Pennsylvania
$380K -$159K -330 -29%
LW
2579
Linscomb Wealth
Texas
$380K -$72.6K -151 -16%
VC
2580
Veery Capital
Delaware
$380K +$21.1K +44 +6%
TWA
2581
Tandem Wealth Advisors
Arizona
$379K +$35.6K +74 +10%
UWPG
2582
Ullmann Wealth Partners Group
Florida
$379K +$26.9K +56 +8%
DF
2583
Donoghue Forlines
Massachusetts
$379K +$379K +788 New
GFPC
2584
Global Financial Private Client
Florida
$378K
IFA
2585
Index Fund Advisors
California
$378K
GAM
2586
Garrison Asset Management
Arkansas
$378K +$101K +210 +36%
BMA
2587
Brooks Moore & Associates
Tennessee
$378K
EB
2588
Exchange Bank
California
$377K +$377K +785 New
SL
2589
Sentry LLC
Tennessee
$377K
KLI
2590
Kelman-Lazarov Inc
Tennessee
$377K +$26K +54 +7%
WPC
2591
Waters Parkerson & Co
Louisiana
$376K -$1.92K -4 -0.5%
SAG
2592
Spotlight Asset Group
Illinois
$376K +$132K +275 +54%
SFS
2593
Summit Financial Strategies
Ohio
$373K +$373K +777 New
TCM
2594
Triumph Capital Management
Colorado
$373K +$17.8K +37 +5%
IAG
2595
Investmark Advisory Group
Connecticut
$373K +$9.62K +20 +3%
PTC
2596
Philadelphia Trust Company
Pennsylvania
$373K
AFC
2597
AFT Forsyth & Company
Florida
$372K -$14.9K -31 -4%
FPIS
2598
Financial Planning & Information Services
Wisconsin
$372K
KI
2599
Kapitalo Investimentos
Brazil
$372K +$372K +773 New
CP
2600
Castleview Partners
Texas
$371K +$961 +2 +0.3%