UNH icon

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 %
MKC
2701
M. Kraus & Co
Vermont
$315K +$33.6K +70 +12%
LTI
2702
Laffer Tengler Investments
Tennessee
$314K -$1.3M -2,702 -81%
KL
2703
KWMG LLC
Kansas
$314K -$12K -25 -4%
WDG
2704
Wealth Dimensions Group
Ohio
$312K +$54.8K +114 +21%
EAM
2705
Evanson Asset Management
California
$312K
MC
2706
Maverick Capital
Texas
$311K -$63.7M -132,561 -100%
WP
2707
WealthPLAN Partners
Nebraska
$311K -$17.3K -36 -5%
DAM
2708
Diamant Asset Management
Connecticut
$311K
PPW
2709
Parcion Private Wealth
Washington
$310K
BFA
2710
Bill Few Associates
Pennsylvania
$310K -$20.7K -43 -6%
WCM
2711
Wealthcare Capital Management
Virginia
$309K -$3.85K -8 -1%
CWM
2712
CCG Wealth Management
California
$309K -$13.5K -28 -4%
MWM
2713
Merriman Wealth Management
Washington
$309K +$9.13K +19 +3%
ACM
2714
Antonetti Capital Management
Florida
$308K
CNC
2715
Citizens & Northern Corp
Pennsylvania
$308K -$14.4K -30 -4%
GIP
2716
Greatmark Investment Partners
Georgia
$308K -$2.4K -5 -0.8%
KIG
2717
Kennedy Investment Group
New Jersey
$307K -$109K -227 -26%
LSA
2718
Lansing Street Advisors
Pennsylvania
$307K +$481 +1 +0.2%
OPOWM
2719
One Plus One Wealth Management
Florida
$306K -$74.5K -155 -20%
OW
2720
Olistico Wealth
Oklahoma
$304K -$2.4K -5 -0.8%
FA
2721
Forefront Analytics
Pennsylvania
$304K +$45.3K +94 +18%
CI
2722
Carroll Investors
South Carolina
$304K -$328K -687 -52%
IDA
2723
Intelligence Driven Advisers
California
$303K +$303K +646 New
GAA
2724
Green Alpha Advisors
Colorado
$303K
SWIG
2725
Strategic Wealth Investment Group
Kentucky
$302K +$6.25K +13 +2%