UNH icon

UnitedHealth

3,093 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 166 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
3,093
Holders Change
-51
Holders Change %
-1.62%
% of All Funds
49.51%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
166
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 %
2L
3051
25 LLC
Missouri
$27.6K +$27.6K +56 New
DMKJ
3052
David M. Knott Jr
$27K
DF
3053
DecisionPoint Financial
Arizona
$26.9K -$4.25K -9 -14%
AFS
3054
Annapolis Financial Services
Maryland
$25.5K -$473 -1 -2%
PP
3055
Pacifica Partners
Canada
$25K
PK
3056
Pflug Koory
Nebraska
$24.6K
RTL
3057
Red Tortoise LLC
Georgia
$24.1K -$21.7K -46 -47%
CCC
3058
Chelsea Counsel Company
California
$23.6K
BC
3059
Belmont Capital
California
$22.7K -$8.98K -19 -28%
OIS
3060
Okabena Investment Services
Minnesota
$21.7K -$778K -1,647 -97%
EWP
3061
Elevation Wealth Partners
California
$21.3K +$21.3K +45 New
VF
3062
VitalStone Financial
Texas
$21K -$1.69M -3,299 -99%
NC
3063
NewSquare Capital
Pennsylvania
$20.8K +$7.56K +16 +57%
KFS
3064
Kelly Financial Services
Massachusetts
$20.7K
DWMG
3065
DB Wealth Management Group
California
$20.7K
CWA
3066
Carolina Wealth Advisors
South Carolina
$19.8K
HWP
3067
Highline Wealth Partners
California
$17K +$1.89K +4 +13%
TC
3068
Trust Company
Kansas
$16.5K
NF
3069
Norwood Financial
Pennsylvania
$16.5K +$9.92K +21 +150%
MC
3070
Machina Capital
France
$16.1K -$282K -596 -95%
IA
3071
IFS Advisors
Kansas
$15.9K
RIM
3072
Ranger Investment Management
Texas
$14.2K +$3.78K +8 +36%
CTB
3073
Country Trust Bank
Illinois
$12.8K -$44.9K -95 -78%
JFG
3074
JDM Financial Group
Texas
$12.3K +$5.67K +12 +86%
MDCM
3075
Morgan Dempsey Capital Management
Wisconsin
$11.3K