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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 %
EWM
2926
Edge Wealth Management
New York
$213K +$4.81K +10 +2%
SSC
2927
Syverson Strege & Co
Iowa
$213K -$111K -232 -34%
GWM
2928
GSB Wealth Management
Connecticut
$211K +$211K +439 New
MAM
2929
Milestone Asset Management
Pennsylvania
$211K -$3.85K -8 -2%
VFP
2930
Verus Financial Partners
Virginia
$211K -$9.71K -19 -4%
SIC
2931
SJS Investment Consulting
Ohio
$211K -$33.6K -70 -14%
MHWM
2932
Montz Harcus Wealth Management
Louisiana
$210K +$210K +437 New
HCM
2933
Howard Capital Management
Georgia
$208K -$103K -215 -33%
HCM
2934
Hutner Capital Management
Vermont
$208K
CWA
2935
Centennial Wealth Advisory
Michigan
$206K +$206K +428 New
TFG
2936
Tilson Financial Group
New Jersey
$205K -$1.92K -4 -0.9%
EL
2937
EMFO LLC
Florida
$204K
ESBC
2938
E.S. Barr & Co
Kentucky
$204K +$204K +424 New
W
2939
Wealthquest
Ohio
$204K
CPP
2940
Capasso Planning Partners
South Carolina
$203K +$203K +423 New
LFA
2941
Landmark Financial Advisors
Kentucky
$203K -$2.4K -5 -1%
EIA
2942
Eldridge Investment Advisors
New Hampshire
$202K -$26.5K -55 -12%
PFM
2943
Peak Financial Management
Massachusetts
$202K +$202K +420 New
ACG
2944
Allen Capital Group
Nebraska
$201K +$201K +419 New
VCM
2945
Verde Capital Management
Michigan
$201K +$201K +419 New
SAM
2946
Summit Asset Management
Tennessee
$201K -$3.85K -8 -2%
CF
2947
Corrigan Financial
Rhode Island
$201K +$201K +418 New
ICM
2948
Intrepid Capital Management
Florida
$200K +$200K +415 New
JWA
2949
JFS Wealth Advisors
Pennsylvania
$193K -$7.2K -15 -4%
OSNBOA
2950
Old Second National Bank of Aurora
Illinois
$191K