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UnitedHealth

3,094 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,387 increasing their positions, 1,239 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,094
Holders Change
-50
Holders Change %
-1.59%
% of All Funds
49.52%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
167
Increased
1,387
Reduced
1,239
Closed
145
Calls
$3.97B
Puts
$3.05B
Net Calls
+$917M
Net Calls Change
+$882M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
2901
Sage Investment Advisers
New York
$216K -$23.6K -50 -10%
DI
2902
Diligent Investors
California
$216K +$472 +1 +0.2%
PCOC
2903
Power Corp of Canada
Canada
$216K
AWM
2904
Aberdeen Wealth Management
Illinois
$215K
PCWA
2905
Pacific Capital Wealth Advisors
California
$214K
IIA
2906
Integral Investment Advisors
California
$213K +$21.3K +45 +11%
LFGO
2907
Legacy Financial Group (Oklahoma)
Oklahoma
$213K -$473 -1 -0.2%
OCM
2908
Orser Capital Management
Texas
$213K
1WM
2909
1900 Wealth Management
Texas
$213K
HC
2910
Hamilton Capital
Ohio
$212K -$99.7K -211 -32%
MAM
2911
Milestone Asset Management
Pennsylvania
$211K -$4.25K -9 -2%
LWANC
2912
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K
TCPWM
2913
Traverso Chambers Private Wealth Management
California
$211K +$29.8K +63 +16%
AIP
2914
Ahrens Investment Partners
Louisiana
$211K -$66.6K -141 -24%
IWN
2915
Independent Wealth Network
Iowa
$210K -$4.73K -10 -2%
ACM
2916
AUA Capital Management
Pennsylvania
$210K
VFP
2917
Verus Financial Partners
Virginia
$210K -$2.93K -6 -1%
MLA
2918
MB, Levis & Associates
Pennsylvania
$209K +$71.4K +151 +52%
CWM
2919
Cabot Wealth Management
Massachusetts
$209K
HG
2920
Harbor Group
New Hampshire
$208K +$20.3K +43 +11%
BMCM
2921
Burns Matteson Capital Management
New York
$208K +$208K +440 New
EWM
2922
Edge Wealth Management
New York
$205K
HCM
2923
Hutner Capital Management
Vermont
$204K
TFG
2924
Tilson Financial Group
New Jersey
$204K +$5.21K +11 +3%
WCP
2925
Wick Capital Partners
Pennsylvania
$204K +$21.2K +45 +12%