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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 %
CNWM
2851
Clay Northam Wealth Management
California
$248K
IUHSA
2852
Itau Unibanco Holding S.A.
Brazil
$247K -$9.85M -20,489 -98%
NPT
2853
Nixon Peabody Trust
Massachusetts
$245K
GSIAS
2854
Garden State Investment Advisory Services
New Jersey
$245K -$51.9K -108 -17%
CCA
2855
Cora Capital Advisors
New Jersey
$245K
HPA
2856
High Probability Advisors
New York
$245K +$245K +509 New
BWA
2857
BlueSky Wealth Advisors
North Carolina
$244K
HAC
2858
Harbor Advisory Corp
New Hampshire
$244K +$244K +507 New
CP
2859
Camelot Portfolios
Ohio
$242K -$6.24K -13 -3%
MA
2860
MAS Advisors
Florida
$242K
CWM
2861
Concentric Wealth Management
California
$240K
NSEDCP
2862
NJ State Employees Deferred Compensation Plan
New Jersey
$240K
KA
2863
Kearns & Associates
California
$240K
PEA
2864
Park Edge Advisors
Ohio
$240K +$1.44K +3 +0.6%
RPCONE
2865
Retirement Planning Company of New England
Rhode Island
$240K -$13K -27 -5%
WB
2866
Webster Bank
Connecticut
$240K -$6.73K -14 -3%
CA
2867
CSM Advisors
Pennsylvania
$239K -$16.8K -35 -7%
RWA
2868
Rooted Wealth Advisors
Illinois
$239K +$15.1K +32 +7%
BIA
2869
Bell Investment Advisors
California
$239K -$15.9K -33 -6%
FA
2870
Financial Avengers
California
$238K +$961 +2 +0.4%
EWA
2871
ERTS Wealth Advisors
Michigan
$237K +$16.8K +35 +8%
VV
2872
Verity & Verity
South Carolina
$236K -$424K -882 -64%
NAM
2873
NTV Asset Management
West Virginia
$236K
AA
2874
Alesco Advisors
New York
$236K
OWM
2875
Orgel Wealth Management
Wisconsin
$236K