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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 %
CWM
2751
C2C Wealth Management
Arizona
$290K -$15K -31 -5%
EWM
2752
EPG Wealth Management
Georgia
$289K -$18.8K -39 -6%
SFG
2753
Summit Financial Group
West Virginia
$289K
FHC
2754
First Heartland Consultants
Missouri
$289K -$432K -899 -60%
DA
2755
Dash Acquisitions
California
$288K +$8.65K +18 +3%
CWM
2756
Cherrydale Wealth Management
New Jersey
$288K +$26.9K +56 +10%
CIG
2757
Cairn Investment Group
Washington
$287K
FC
2758
FORA Capital
Florida
$287K -$12.9M -26,882 -98%
RWM
2759
Reston Wealth Management
Virginia
$287K +$10.6K +22 +4%
WWG
2760
West Wealth Group
California
$286K +$481 +1 +0.2%
OPTFSNA
2761
Old Point Trust & Financial Services N A
Virginia
$286K
KDA
2762
Kraft Davis & Associates
Missouri
$285K +$285K +558 New
VCM
2763
Versant Capital Management
Arizona
$285K +$13.9K +29 +5%
NC
2764
NovaPoint Capital
Georgia
$285K
B
2765
Bridgeworth
Alabama
$284K +$14.4K +30 +5%
MWP
2766
Meridian Wealth Partners
Pennsylvania
$284K +$21.6K +45 +8%
QP
2767
Quilter Plc
United Kingdom
$284K
SF
2768
Slagle Financial
Illinois
$283K +$283K +590 New
KFS
2769
Kaizen Financial Strategies
California
$283K -$131K -289 -32%
BA
2770
Bridge Advisory
California
$282K +$16.8K +35 +6%
OLA
2771
Oliver Luxxe Assets
New Jersey
$281K
IEFM
2772
IQ EQ Fund Management
Ireland
$280K +$280K +583 New
PA
2773
Probity Advisors
Texas
$280K +$280K +583 New
ITIM
2774
Indiana Trust & Investment Management
Indiana
$280K -$11.5K -24 -4%
VAG
2775
VisionPoint Advisory Group
Texas
$280K +$10.1K +21 +4%