UNH icon

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 %
KWS
2926
Keystone Wealth Services
California
$202K -$1.42K -3 -0.7%
GCA
2927
Greenwood Capital Associates
South Carolina
$202K -$136K -287 -40%
LFA
2928
Landmark Financial Advisors
Kentucky
$202K
SAM
2929
Summit Asset Management
Tennessee
$201K
EL
2930
EMFO LLC
Florida
$201K +$189K +400 +1,600%
QC
2931
QCM Cayman
Texas
$201K +$201K +425 New
W
2932
Wealthquest
Ohio
$200K -$14.2K -30 -7%
TCWA
2933
Ten Capital Wealth Advisors
Washington
$197K +$82.2K +174 +72%
JWA
2934
JFS Wealth Advisors
Pennsylvania
$197K -$27.4K -58 -12%
DFCM
2935
Dark Forest Capital Management
Puerto Rico
$195K +$156K +330 +398%
HDIM
2936
Hanson & Doremus Investment Management
Vermont
$194K +$26.9K +57 +16%
OSNBOA
2937
Old Second National Bank of Aurora
Illinois
$188K
AWM
2938
Atticus Wealth Management
Florida
$187K -$96.9K -205 -34%
NIC
2939
Northwest Investment Counselors
Oregon
$186K
JSAM
2940
J. Safra Asset Management
New York
$184K
SHIM
2941
Stone House Investment Management
Pennsylvania
$183K +$183K +387 New
FCMT
2942
Founders Capital Management (Texas)
Texas
$182K +$7.09K +15 +4%
WWM
2943
Wolff Wiese Magana
California
$178K +$473 +1 +0.3%
CM
2944
Cornerstone Management
Georgia
$177K
CCP
2945
Carmel Capital Partners
California
$177K -$104K -220 -37%
RFG
2946
RFP Financial Group
Georgia
$177K -$1.81M -3,823 -91%
RFP
2947
Roth Financial Partners
Texas
$171K -$28.4K -60 -14%
FFL
2948
Financial Freedom LLC
Ohio
$171K +$473 +1 +0.3%
FWA
2949
FSC Wealth Advisors
New York
$166K
YAL
2950
Your Advocates Ltd
Texas
$165K