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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 %
CTWM
2651
Cherry Tree Wealth Management
Minnesota
$343K +$343K +715 New
EPA
2652
Element Pointe Advisors
Florida
$342K
WSWA
2653
Warren Street Wealth Advisors
California
$341K +$50.5K +105 +17%
RIM
2654
RW Investment Management
Idaho
$340K
CTC (Chicago Trading Company)
2655
CTC (Chicago Trading Company)
Illinois
$340K -$5.52M -11,484 -94%
MPW
2656
Monterey Private Wealth
California
$340K +$9.61K +20 +3%
FMTCOCP
2657
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$340K -$5.29K -11 -2%
MWM
2658
Massachusetts Wealth Management
Massachusetts
$340K +$120K +250 +55%
CAS
2659
Coppell Advisory Solutions
Texas
$340K -$35.7K -75 -10%
BBA
2660
Braun-Bostich & Associates
Pennsylvania
$339K +$15.4K +32 +5%
AFA
2661
American Financial Advisors
Georgia
$337K
EVM
2662
Evelyn V. Moreno
$337K
BFWA
2663
Benchmark Financial Wealth Advisors
Florida
$337K -$15.9K -33 -4%
RFA
2664
RTD Financial Advisors
Pennsylvania
$336K
PCMC
2665
Private Capital Management (Colorado)
Colorado
$335K -$38K -79 -10%
LIA
2666
LBMC Investment Advisors
Tennessee
$335K
GHA
2667
Granite Harbor Advisors
Texas
$335K +$38.4K +80 +13%
MSA
2668
Marino Stram & Associates
Massachusetts
$335K +$6.25K +13 +2%
CFO
2669
Custos Family Office
Texas
$333K -$19.7K -41 -6%
NONA
2670
Ninety One North America
New York
$332K -$6.09M -12,663 -95%
PCMK
2671
Paragon Capital Management (Kansas)
Kansas
$332K -$1.92K -4 -0.6%
ONST
2672
Old North State Trust
North Carolina
$331K
IAA
2673
Ironsides Asset Advisors
North Carolina
$331K +$93.3K +194 +39%
SN
2674
Sittner & Nelson
Oregon
$330K
SC
2675
Seldon Capital
California
$330K -$330K -687 -50%