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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 %
MA
2726
MBA Advisors
Pennsylvania
$302K
NG
2727
Northstar Group
New York
$302K +$18.7K +39 +7%
SWM
2728
Seed Wealth Management
Illinois
$301K
WRPWM
2729
Werba Rubin Papier Wealth Management
California
$301K +$301K +627 New
AA
2730
Aufman Associates
Pennsylvania
$301K -$149K -310 -33%
HPWM
2731
High Pines Wealth Management
Massachusetts
$300K
BWM
2732
BlackDiamond Wealth Management
New York
$300K +$38.3K +75 +15%
CFP
2733
Cypress Financial Planning
New Jersey
$300K +$478 +1 +0.2%
PCMF
2734
Private Capital Management (Florida)
Florida
$299K +$52.4K +109 +21%
WCM
2735
Windward Capital Management
California
$299K -$2.4K -5 -0.8%
LL
2736
LPWM LLC
Minnesota
$298K
WIM
2737
WealthPlan Investment Management
Nebraska
$297K -$141K -293 -32%
BHIA
2738
Birch Hill Investment Advisors
Massachusetts
$297K +$47.1K +98 +19%
RDFA
2739
Ritter Daniher Financial Advisory
Ohio
$296K
PG
2740
Prostatis Group
Maryland
$296K +$293K +73,380 +12,480%
EWM
2741
Endowment Wealth Management
Wisconsin
$295K +$14.9K +31 +5%
CCA
2742
Cottonwood Capital Advisors
Utah
$295K -$12K -25 -4%
FA
2743
Fortis Advisors
Pennsylvania
$295K -$80.3K -167 -21%
BFA
2744
Benedict Financial Advisors
Georgia
$294K +$1.44K +3 +0.5%
SSWM
2745
Strait & Sound Wealth Management
California
$294K -$107K -222 -27%
MIM
2746
Merrion Investment Management
New Jersey
$294K +$36K +75 +14%
PCM
2747
Prelude Capital Management
New York
$292K +$3.36K +7 +1%
VCP
2748
Vista Capital Partners
Oregon
$292K -$13.5K -28 -4%
CFP
2749
Curran Financial Partners
South Carolina
$291K +$8.66K +18 +3%
CWA
2750
CJM Wealth Advisers
Virginia
$290K