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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 %
WIA
2626
World Investment Advisors
California
$356K +$130K +270 +57%
MC
2627
Merlin Capital
Rhode Island
$356K +$10.6K +22 +3%
BRM
2628
Boston Research & Management
Massachusetts
$355K
ACP
2629
Aviance Capital Partners
Florida
$354K +$480 +1 +0.1%
BPFA
2630
Barnes Pettey Financial Advisors
Mississippi
$353K
HAG
2631
HF Advisory Group
Maryland
$353K -$26.4K -55 -7%
FC
2632
Financial Council
Maryland
$352K
SFM
2633
Signet Financial Management
New Jersey
$352K -$962 -2 -0.3%
PSIWM
2634
Paradigm Strategies in Wealth Management
Minnesota
$352K -$1.92K -4 -0.5%
LDB
2635
Lee, Danner & Bass
Tennessee
$351K +$10.1K +21 +3%
RCM
2636
Raleigh Capital Management
North Carolina
$351K +$17.8K +37 +5%
MIM
2637
Moseley Investment Management
Florida
$351K +$4.81K +10 +1%
APWA
2638
Atlas Private Wealth Advisors
New Jersey
$351K +$351K +730 New
NFP
2639
Narus Financial Partners
Utah
$350K
MGAM
2640
McGowan Group Asset Management
Texas
$349K +$18.3K +38 +6%
NWA
2641
New World Advisors
Massachusetts
$348K -$160K -332 -31%
CFA
2642
Capstone Financial Advisors
Illinois
$348K +$4.33K +9 +1%
RLIM
2643
Red Lighthouse Investment Management
New York
$347K
PCOC
2644
Power Corp of Canada
Canada
$346K +$128K +266 +59%
AIA
2645
Arbor Investment Advisors
North Carolina
$345K
PWW
2646
Pettyjohn Wood & White
Virginia
$344K +$72.1K +150 +27%
IWP
2647
Innova Wealth Partners
Pennsylvania
$344K +$344K +716 New
EBSAM
2648
Eubel Brady & Suttman Asset Management
Ohio
$344K -$481 -1 -0.1%
TCWA
2649
Ten Capital Wealth Advisors
Washington
$344K +$144K +299 +72%
BBW
2650
Blue Barn Wealth
Utah
$344K +$6.25K +13 +2%