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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 %
CWM
2951
Compass Wealth Management
Connecticut
$165K +$8.51K +18 +5%
POIA
2952
Pin Oak Investment Advisors
Texas
$161K +$97.5K +206 +154%
DCBT
2953
Dakota Community Bank & Trust
North Dakota
$161K
FCA
2954
Fortis Capital Advisors
Kansas
$159K -$2.84K -6 -2%
TIM
2955
Tortoise Investment Management
New York
$156K +$2.84K +6 +2%
MFT
2956
Moisand Fitzgerald Tamayo
Florida
$155K +$49.2K +104 +46%
RFA
2957
Register Financial Advisors
Georgia
$152K +$70.9K +150 +88%
HWM
2958
HighMark Wealth Management
Minnesota
$151K +$143K +302 +1,776%
NIMI
2959
Natixis Investment Managers International
France
$148K -$80.3K -170 -35%
WAS
2960
Winch Advisory Services
Wisconsin
$147K
TFA
2961
Transamerica Financial Advisors
Florida
$146K
TFGT
2962
TS Financial Group (TSFG)
Illinois
$137K
Commonwealth Equity Services
2963
Commonwealth Equity Services
Massachusetts
$136K +$2.97K +6,284 +2%
RP
2964
Rowlandmiller & Partners
Georgia
$135K
BCMLT
2965
Beacon Capital Management LLC (Tennessee)
Tennessee
$133K -$6.14K -13 -4%
HBT
2966
Hills Bank & Trust
Iowa
$132K -$10.4K -22 -7%
SC
2967
Slow Capital
California
$130K +$130K +276 New
BCM
2968
Blume Capital Management
California
$130K +$130K +275 New
TCM
2969
Tradewinds Capital Management
Washington
$126K -$23.2K -49 -16%
ST
2970
Sageworth Trust
Pennsylvania
$125K +$81.3K +172 +187%
MAWCM
2971
Mine & Arao Wealth Creation & Management
California
$121K
FPB
2972
First PREMIER Bank
South Dakota
$117K -$30.8K -65 -21%
AWM
2973
Activest Wealth Management
Florida
$116K +$1.88K +4 +2%
EA
2974
Evolution Advisers
Virginia
$115K +$79.5K +168 +224%
VIA
2975
Virtus Investment Advisers
Connecticut
$115K