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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 %
PW
2876
Peninsula Wealth
California
$235K +$235K +490 New
LAM
2877
Lifestyle Asset Management
Texas
$234K -$1.92K -4 -0.8%
BFP
2878
Briaud Financial Planning
Texas
$234K +$10.5K +22 +5%
FWM
2879
Focused Wealth Management
New York
$234K -$53.9K -112 -19%
GF
2880
Gries Financial
Ohio
$234K
P
2881
Palladiem
Pennsylvania
$233K
WCFA
2882
Walkner Condon Financial Advisors
Wisconsin
$232K -$2.4K -5 -1%
ACA
2883
Affinity Capital Advisors
California
$231K +$231K +481 New
CWG
2884
Crown Wealth Group
North Carolina
$231K -$23.1K -48 -9%
HBWM
2885
Hollow Brook Wealth Management
New York
$230K +$8.17K +17 +4%
AOWM
2886
Alpha Omega Wealth Management
Virginia
$229K -$2.4K -5 -1%
USB
2887
Union Savings Bank
Connecticut
$228K +$228K +451 New
RA
2888
Rockingstone Advisors
Massachusetts
$228K +$4.81K +10 +2%
CCM
2889
Coerente Capital Management
Ontario, Canada
$228K +$228K +475 New
AFAS
2890
Acorn Financial Advisory Services
Virginia
$227K +$3.85K +8 +2%
HC
2891
Hamilton Capital
Ohio
$226K +$11.1K +23 +5%
TI
2892
TTP Investments
California
$226K -$481 -1 -0.2%
FAG
2893
Financial Advisory Group
Texas
$225K
LFGO
2894
Legacy Financial Group (Oklahoma)
Oklahoma
$224K +$8.17K +17 +4%
CWA
2895
Consilio Wealth Advisors
Washington
$224K -$29.3K -61 -12%
GCM
2896
Gallacher Capital Management
Colorado
$224K -$481 -1 -0.2%
PWP
2897
Private Wealth Partners
California
$224K
CS
2898
Crescent Sterling
Louisiana
$224K +$224K +466 New
IAG
2899
Investment Advisory Group
Massachusetts
$223K
HCA
2900
Horan Capital Advisors
Ohio
$223K -$5.29K -11 -2%