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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 %
DWP
2676
Destiny Wealth Partners
Florida
$329K -$7.09K -14 -2%
AGP
2677
Autumn Glory Partners
Texas
$329K +$329K +685 New
WF
2678
Wayfinding Financial
Washington
$329K -$15.6K -31 -5%
EA
2679
Emerald Advisors
Washington
$329K +$14.4K +30 +5%
KL
2680
KilterHowling LLC
Colorado
$329K +$77.3K +161 +31%
C1AG
2681
Client 1st Advisory Group
Florida
$328K -$114K -238 -26%
HWA
2682
Heartwood Wealth Advisors
Virginia
$328K -$961 -2 -0.3%
SA
2683
Shilanski & Associates
Alaska
$328K -$7.69K -16 -2%
CA
2684
Calton & Associates
Florida
$328K +$3.85K +8 +1%
FAM
2685
Flaharty Asset Management
Florida
$327K
LAS
2686
LWM Advisory Services
Florida
$324K -$21.8K -47 -6%
FPFS
2687
First Personal Financial Services
North Carolina
$323K -$32.2K -67 -9%
BST
2688
Bath Savings Trust
Maine
$323K -$5.77K -12 -2%
4WM
2689
4J Wealth Management
Virginia
$323K +$7.21K +15 +2%
TFF
2690
The Family Firm
Maryland
$323K +$961 +2 +0.3%
HCM
2691
Hillman Capital Management
Maryland
$323K
SAA
2692
Southeast Asset Advisors
Georgia
$321K
GWM
2693
Gray Wealth Management
Maine
$320K +$26.4K +55 +9%
C
2694
Covestor
United Kingdom
$319K -$41.7K -87 -12%
FWI
2695
Facet Wealth Inc
Maryland
$319K +$82.3K +163 +35%
PCA
2696
Peddock Capital Advisors
Massachusetts
$318K +$4.81K +10 +2%
KIA
2697
KLR Investment Advisors
Rhode Island
$317K +$26.9K +56 +9%
AIM
2698
Aspen Investment Management
Michigan
$317K -$19.2K -40 -6%
HWM
2699
Howard Wealth Management
Connecticut
$317K
WWC
2700
Waypoint Wealth Counsel
Georgia
$316K -$19.7K -41 -6%