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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 %
CWA
2601
Canvas Wealth Advisors
Kansas
$370K -$95.1K -187 -20%
CISOA
2602
Capital Investment Services of America
Wisconsin
$370K +$77.9K +162 +27%
OWA
2603
Octavia Wealth Advisors
Ohio
$369K +$5.77K +12 +2%
NOI
2604
Newton One Investments
Delaware
$369K +$1.44K +3 +0.4%
KC
2605
Kinloch Capital
Virginia
$368K
FFC
2606
First Financial Corp
Indiana
$368K -$26K -54 -7%
OCM
2607
Osterweis Capital Management
California
$367K -$68.7K -143 -16%
TWP
2608
TFO Wealth Partners
Ohio
$367K +$50K +104 +16%
KOMWMG
2609
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K +$10.1K +21 +3%
BBL
2610
Beck Bode LLC
Massachusetts
$366K +$5.77K +12 +2%
LI
2611
LVZ Inc
Michigan
$366K -$480 -1 -0.1%
FA
2612
Fiduciary Alliance
South Carolina
$365K -$1.82M -3,792 -83%
BWP
2613
Bernardo Wealth Planning
Pennsylvania
$365K
CFSG
2614
Clark Financial Services Group
Missouri
$364K -$11.1K -23 -3%
GAM
2615
Gemmer Asset Management
California
$364K +$29.8K +62 +9%
AWP
2616
Abacus Wealth Partners
California
$363K +$38.9K +81 +12%
GWP
2617
Gateway Wealth Partners
Wisconsin
$363K -$10.8M -22,551 -97%
WW
2618
Westshore Wealth
California
$361K
AWAP
2619
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$360K +$1.44K +3 +0.4%
WAM
2620
Worth Asset Management
Texas
$360K +$24.5K +51 +7%
GM
2621
GeoWealth Management
Illinois
$360K +$963 +2 +0.3%
SDAM
2622
Shulman DeMeo Asset Management
New York
$359K -$49.5K -103 -12%
LB
2623
Leo Brokerage
Texas
$359K +$83K +173 +30%
LPAM
2624
Lodestar Private Asset Management
California
$358K +$12.5K +26 +4%
EIG
2625
Ellenbecker Investment Group
Wisconsin
$357K +$29.8K +62 +9%