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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 %
NIC
2951
Northwest Investment Counselors
Oregon
$189K
BCMLT
2952
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K +$52.9K +110 +39%
FCMT
2953
Founders Capital Management (Texas)
Texas
$188K +$2.89K +6 +2%
YAL
2954
Your Advocates Ltd
Texas
$187K +$19.2K +40 +11%
JSAM
2955
J. Safra Asset Management
New York
$187K
SHIM
2956
Stone House Investment Management
Pennsylvania
$187K +$481 +1 +0.3%
TFM
2957
TFC Financial Management
Massachusetts
$186K -$96.1K -200 -34%
AWM
2958
Atticus Wealth Management
Florida
$184K -$5.77K -12 -3%
WAS
2959
Winch Advisory Services
Wisconsin
$184K +$35.1K +73 +24%
NIMI
2960
Natixis Investment Managers International
France
$182K +$30.8K +64 +20%
WWM
2961
Wolff Wiese Magana
California
$180K -$961 -2 -0.5%
POIA
2962
Pin Oak Investment Advisors
Texas
$178K +$14.4K +30 +9%
FFL
2963
Financial Freedom LLC
Ohio
$174K +$480 +1 +0.3%
MFG
2964
Mendota Financial Group
Wisconsin
$172K +$103K +215 +151%
HDIM
2965
Hanson & Doremus Investment Management
Vermont
$170K -$27.4K -57 -14%
FWA
2966
FSC Wealth Advisors
New York
$169K
TIM
2967
Tortoise Investment Management
New York
$168K +$9.13K +19 +6%
PIAS
2968
PCA Investment Advisory Services
Ohio
$165K +$165K +344 New
CWM
2969
Compass Wealth Management
Connecticut
$162K -$6.25K -13 -4%
BWAM
2970
Boyd Watterson Asset Management
Ohio
$160K -$60.1K -125 -27%
RFP
2971
Roth Financial Partners
Texas
$160K -$13.5K -28 -8%
TFGT
2972
TS Financial Group (TSFG)
Illinois
$154K +$14.4K +30 +10%
HWM
2973
HighMark Wealth Management
Minnesota
$153K
DCBT
2974
Dakota Community Bank & Trust
North Dakota
$149K -$14.4K -30 -9%
TFA
2975
Transamerica Financial Advisors
Florida
$148K