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UnitedHealth

3,094 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,387 increasing their positions, 1,239 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,094
Holders Change
-50
Holders Change %
-1.59%
% of All Funds
49.52%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
167
Increased
1,387
Reduced
1,239
Closed
145
Calls
$3.97B
Puts
$3.05B
Net Calls
+$917M
Net Calls Change
+$882M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
2651
RTD Financial Advisors
Pennsylvania
$330K
WWC
2652
Waypoint Wealth Counsel
Georgia
$330K +$12.3K +26 +4%
AIM
2653
Aspen Investment Management
Michigan
$330K -$264K -560 -44%
LIA
2654
LBMC Investment Advisors
Tennessee
$330K +$40.6K +86 +14%
GAM
2655
Gemmer Asset Management
California
$329K +$1.89K +4 +0.6%
CWM
2656
C2C Wealth Management
Arizona
$328K +$328K +630 New
PCMK
2657
Paragon Capital Management (Kansas)
Kansas
$328K -$40.6K -86 -11%
RCM
2658
Raleigh Capital Management
North Carolina
$328K +$78.5K +166 +31%
MGAM
2659
McGowan Group Asset Management
Texas
$325K -$19.4K -41 -6%
ONST
2660
Old North State Trust
North Carolina
$325K +$1.89K +4 +0.6%
MPW
2661
Monterey Private Wealth
California
$325K -$38.3K -81 -11%
SN
2662
Sittner & Nelson
Oregon
$325K +$35.9K +76 +12%
BFA
2663
Bill Few Associates
Pennsylvania
$325K +$11.8K +25 +4%
GIM
2664
Grassi Investment Management
California
$324K +$47.3K +100 +17%
WF
2665
Wayfinding Financial
Washington
$324K +$102K +215 +46%
BST
2666
Bath Savings Trust
Maine
$324K
HWA
2667
Heartwood Wealth Advisors
Virginia
$324K +$41.1K +87 +15%
MSA
2668
Marino Stram & Associates
Massachusetts
$323K +$5.2K +11 +2%
WP
2669
WealthPLAN Partners
Nebraska
$323K -$430K -910 -57%
EIG
2670
Ellenbecker Investment Group
Wisconsin
$322K +$16.1K +34 +5%
FAM
2671
Flaharty Asset Management
Florida
$321K
Parnassus Investments
2672
Parnassus Investments
California
$320K +$84.1K +178 +36%
KL
2673
KWMG LLC
Kansas
$320K +$320K +678 New
SSC
2674
Syverson Strege & Co
Iowa
$319K +$44.9K +95 +16%
CA
2675
Calton & Associates
Florida
$319K -$245K -519 -44%