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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 %
CWA
2826
Clarity Wealth Advisors
California
$256K +$12K +25 +5%
CC
2827
Callan Capital
California
$255K +$2.4K +5 +1%
TSWM
2828
Tyler-Stone Wealth Management
Ohio
$255K +$255K +531 New
AA
2829
AlphaQ Advisors
Florida
$254K
LF
2830
LifeSteps Financial
California
$253K
SA
2831
Syntax Advisors
New York
$252K -$30.8K -64 -11%
VCG
2832
Vantage Consulting Group
Virginia
$252K -$30.8K -64 -11%
PFWA
2833
Paces Ferry Wealth Advisors
Georgia
$252K +$16.3K +34 +7%
FCFC
2834
First Citizens Financial Corp
Iowa
$252K +$252K +525 New
VC
2835
Vicus Capital
Pennsylvania
$252K +$9.62K +20 +4%
AFP
2836
Alpha Financial Partners
Kentucky
$252K
VAM
2837
Verity Asset Management
North Carolina
$252K -$4.33K -9 -2%
PBC
2838
Pavion Blue Capital
California
$252K -$69.7K -145 -22%
MPW
2839
MGO Private Wealth
California
$251K
HW
2840
Hamilton Wealth
California
$251K +$11.5K +24 +5%
ARIS
2841
Advanced Research Investment Solutions
California
$251K +$251K +523 New
SWM
2842
Stockman Wealth Management
Montana
$251K -$60.1K -125 -19%
OC
2843
Optimas Capital
Hong Kong
$250K +$250K +521 New
BW
2844
BIP Wealth
Georgia
$250K -$68.3K -142 -21%
DWA
2845
Dougherty Wealth Advisers
Minnesota
$249K -$25.5K -53 -9%
AAM
2846
Azzad Asset Management
Virginia
$249K
MHC
2847
Meyer Handelman Company
New York
$249K
SL
2848
Sentinus LLC
Illinois
$249K -$23.6K -49 -9%
CPA
2849
Cowen Prime Advisors
New York
$248K
LA
2850
Lane & Associates
New Jersey
$248K -$44.7K -93 -15%