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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 %
TCM
2976
TD Capital Management
Tennessee
$113K +$473 +1 +0.4%
CH
2977
Canton Hathaway
Rhode Island
$109K
DAM
2978
Delta Asset Management
Tennessee
$108K +$18.9K +40 +21%
MIHAS
2979
Maj Invest Holding A/S
Denmark
$105K
AA
2980
Addison Advisors
Vermont
$104K -$2.36K -5 -2%
LWA
2981
Lowe Wealth Advisors
Maryland
$104K -$5.2K -11 -5%
DI
2982
Disciplined Investments
Oklahoma
$102K -$10.4K -22 -9%
FCG
2983
Financial Connections Group
California
$101K
NMG
2984
New Millennium Group
Utah
$99.6K -$20.8K -44 -17%
TM
2985
Triatomic Management
California
$99.2K +$99.2K +210 New
CHA
2986
Carmichael Hill & Associates
Maryland
$97.1K +$9.9K +21 +11%
AWM
2987
Abound Wealth Management
Tennessee
$97.1K +$1.89K +4 +2%
MFA
2988
McClarren Financial Advisors
Pennsylvania
$96K -$142K -304 -60%
HC
2989
Hoese & Co
Minnesota
$94.2K
CWA
2990
Clearview Wealth Advisors
Oregon
$93K
TJHA
2991
Thomas J. Herzfeld Advisors
Florida
$92.2K
IWP
2992
IAG Wealth Partners
Wisconsin
$92.2K +$51.5K +109 +127%
CCMI
2993
Creative Capital Management Investments
California
$92.2K +$77K +163 +509%
AW
2994
Avion Wealth
Texas
$90K +$5.82K +11 +7%
ETC
2995
Exchange Traded Concepts
Oklahoma
$88.8K -$5.72M -12,111 -98%
WAM
2996
WFA Asset Management
Wisconsin
$86.2K
OLVIG
2997
Oliver Lagore Vanvalin Investment Group
Michigan
$86K -$40.7K -86 -32%
FRA
2998
Front Row Advisors
California
$86K +$9.4K +20 +12%
CFG
2999
CKW Financial Group
Hawaii
$83K
SGC
3000
Slocum, Gordon & Co
Rhode Island
$79.4K