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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 %
TPCM
2776
Templeton & Phillips Capital Management
Tennessee
$279K +$279K +580 New
TFA
2777
Trinity Financial Advisors
Ohio
$279K +$15.9K +33 +6%
DE
2778
Day & Ennis
Georgia
$277K
APW
2779
Acima Private Wealth
Virginia
$276K -$12.5K -26 -4%
TM
2780
Triatomic Management
California
$276K +$175K +365 +174%
QCM
2781
Qsemble Capital Management
New York
$276K +$276K +575 New
OCPWS
2782
One Charles Private Wealth Services
Massachusetts
$276K
CFG
2783
Carr Financial Group
Massachusetts
$275K +$275K +573 New
OTL
2784
Oak Thistle LLC
New York
$274K -$257K -534 -48%
JDR
2785
Jay D. Rosenbaum
$273K +$273K +569 New
IAP
2786
Indie Asset Partners
Indiana
$273K +$4.81K +10 +2%
WSCM
2787
Wellington Shields Capital Management
New York
$273K
TWA
2788
Talisman Wealth Advisors
New Jersey
$272K +$25.9K +54 +11%
VBWMG
2789
Von Berge Wealth Management Group
California
$271K -$22.6K -47 -8%
LSA
2790
Lion Street Advisors
Texas
$270K -$921 -2 -0.3%
PGIM
2791
Pacific Global Investment Management
California
$269K +$4.8K +10 +2%
DI
2792
Diligent Investors
California
$268K +$48.1K +100 +22%
WB
2793
West Bancorporation
Iowa
$267K
LAM
2794
Lakewood Asset Management
Illinois
$267K +$961 +2 +0.4%
EIA
2795
Edgemoor Investment Advisors
Maryland
$267K
FMN
2796
Financial Management Network
California
$266K -$3.34K -7 -1%
CMBA
2797
C.M. Bidwell & Associates
Hawaii
$266K -$40.9K -85 -13%
HHGA
2798
Halbert Hargrove Global Advisors
California
$266K -$772K -1,603 -74%
UBV
2799
United Bank (Virginia)
Virginia
$266K
MPCG
2800
Matrix Private Capital Group
New York
$266K +$2.4K +5 +0.9%