UNH icon

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 %
RBC
3026
Roble Belko & Company
Pennsylvania
$70K
MUMSS
3027
Mitsubishi UFJ Morgan Stanley Securities
Japan
$69.7K +$69.7K +145 New
NCM
3028
Northwest Capital Management
Oregon
$69.7K +$69.7K +145 New
LFA
3029
Legend Financial Advisors
Pennsylvania
$64.9K
NSG
3030
Nalls Sherbakoff Group
Tennessee
$63.3K
JMF
3031
Johnson Midwest Financial
Iowa
$62.2K -$1.44K -3 -2%
GWM
3032
Guardian Wealth Management
Illinois
$61.5K
HF
3033
Halpern Financial
Virginia
$61K +$13K +27 +27%
ITFISA
3034
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$60.6K +$60.6K +126 New
WOC
3035
West Oak Capital
California
$60.1K
OA
3036
Operose Advisors
Wisconsin
$59.6K
TLA
3037
Tanglewood Legacy Advisors
Texas
$58.6K
BAM
3038
Bellevue Asset Management
Washington
$58.6K
RWM
3039
Ruedi Wealth Management
Illinois
$58.2K
LFA
3040
Level Financial Advisors
New York
$58.2K +$14.9K +31 +34%
OAJ
3041
Ogorek Anthony Joseph
New York
$58K
NF
3042
Norwood Financial
Pennsylvania
$57.2K +$40.4K +84 +240%
FSWA
3043
Financial Synergies Wealth Advisors
Texas
$56.2K -$1.92K -4 -3%
LWA
3044
Lowe Wealth Advisors
Maryland
$53.9K -$52.4K -109 -49%
BSWA
3045
Bromfield Sneider Wealth Advisors
Massachusetts
$50.5K
SC
3046
Solstein Capital
California
$50K +$2.88K +6 +6%
ODG
3047
O'Dell Group
Ohio
$49.5K +$49.5K +103 New
HWM
3048
Horizons Wealth Management
North Carolina
$48.3K +$48.3K +100 New
BHWM
3049
Beaird Harris Wealth Management
Texas
$48.1K
GJIA
3050
Glass Jacobson Investment Advisors
Maryland
$47.1K +$47.1K +98 New