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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 %
GAM
2901
GEM Asset Management
Michigan
$223K -$7.69K -16 -3%
SAMT
2902
Select Asset Management & Trust
Pennsylvania
$222K -$3.36K -7 -1%
BWA
2903
Beam Wealth Advisors
Louisiana
$221K +$221K +461 New
MF
2904
Manchester Financial
California
$221K +$1.44K +3 +0.7%
IWN
2905
Independent Wealth Network
Iowa
$221K +$7.21K +15 +3%
KFA
2906
Kapstone Financial Advisors
Ohio
$221K +$221K +438 New
RPCA
2907
Running Point Capital Advisors
California
$221K -$10.6K -22 -5%
JC
2908
Jacobs & Co
California
$220K -$31.6K -66 -13%
CFG
2909
Cosner Financial Group
Colorado
$219K +$219K +457 New
LC
2910
LCNB Corp
Ohio
$219K -$15.9K -33 -7%
AWM
2911
Aberdeen Wealth Management
Illinois
$219K
AW
2912
Apricus Wealth
South Carolina
$218K -$24.2K -50 -10%
CPG
2913
Cornerstone Planning Group
New Jersey
$217K +$217K +451 New
EF
2914
Exeter Financial
Arizona
$217K
OCM
2915
Orser Capital Management
Texas
$216K
AWS
2916
AJ Wealth Strategies
New York
$216K +$216K +449 New
SFC
2917
Strategic Financial Concepts
Texas
$215K +$215K +447 New
LWANC
2918
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K
KAM
2919
Kraft Asset Management
Tennessee
$215K -$10.6K -22 -5%
TCPWM
2920
Traverso Chambers Private Wealth Management
California
$215K
BWM
2921
Benchmark Wealth Management
Connecticut
$215K +$480 +1 +0.2%
KFP
2922
KB Financial Partners
New Jersey
$214K -$1.29M -2,681 -86%
ACM
2923
AUA Capital Management
Pennsylvania
$214K
MLA
2924
MB, Levis & Associates
Pennsylvania
$213K
CWM
2925
Cabot Wealth Management
Massachusetts
$213K