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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 %
HL
2801
HeadInvest LLC
Maine
$266K -$133K -262 -33%
MWA
2802
Motive Wealth Advisors
Michigan
$265K -$58.2K -121 -18%
IWM
2803
Integris Wealth Management
California
$265K +$4.33K +9 +2%
CA
2804
CapWealth Advisors
Tennessee
$265K +$20.7K +43 +8%
JWM
2805
JGP Wealth Management
Oregon
$265K -$11.1K -23 -4%
MWM
2806
Magnolia Wealth Management
Alabama
$264K
HHAM
2807
HITE Hedge Asset Management
Massachusetts
$264K
OPWM
2808
Oakwell Private Wealth Management
Texas
$262K
HVP
2809
Hudson Value Partners
Florida
$262K +$262K +545 New
AWM
2810
Aprio Wealth Management
Georgia
$262K -$56.7K -118 -18%
SHJ
2811
Sharkey, Howes & Javer
Colorado
$261K -$50K -104 -16%
ACM
2812
Academy Capital Management
Texas
$261K
GCM
2813
G2 Capital Management
Ohio
$261K
LSIA
2814
LaSalle St. Investment Advisors
Illinois
$261K -$146K -304 -36%
WCG
2815
Weaver Consulting Group
California
$260K +$38K +79 +17%
FL
2816
Fort LP
Maryland
$258K -$35.1K -73 -12%
ME
2817
McIlrath & Eck
Washington
$258K +$8.65K +18 +3%
SFS
2818
Security Financial Services
Indiana
$258K +$258K +537 New
OCM
2819
Orion Capital Management
California
$257K +$33.2K +69 +15%
TAIM
2820
TD Ameritrade Investment Management
Nebraska
$257K -$25.5K -53 -9%
FPGK
2821
Financial Partners Group (Kansas)
Kansas
$257K +$1.01K +2 +0.4%
TC
2822
Trilogy Capital
California
$256K +$11.7K +23 +5%
RFG
2823
Range Financial Group
Oregon
$256K -$961 -2 -0.4%
MF
2824
Meridian Financial
Massachusetts
$256K
MS
2825
Madden Securities
Texas
$256K +$256K +533 New