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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 %
GIS
3051
Grayhawk Investment Strategies
Alberta, Canada
$45.2K
PPWM
3052
PFG Private Wealth Management
Florida
$43.7K
CCMI
3053
Creative Capital Management Investments
California
$42.3K -$51.4K -107 -55%
CIR
3054
Clear Investment Research
Georgia
$42K +$5.31K +11 +14%
CMA
3055
Cedar Mountain Advisors
Oregon
$39.9K +$961 +2 +2%
WOSD
3056
WFA of San Diego
California
$38.9K +$38.9K +81 New
CWM
3057
CarsonAllaria Wealth Management
Illinois
$38.3K
SIS
3058
Strategic Investment Solutions
Illinois
$36.5K
IRC
3059
Investors Research Corp
Georgia
$34.1K
XC
3060
XY Capital
Hong Kong
$33.6K +$33.6K +70 New
DWA
3061
Delos Wealth Advisors
Texas
$31.2K
BC
3062
Belmont Capital
California
$31.2K +$8.17K +17 +35%
SCA
3063
Stuart Chaussee & Associates
California
$29.3K
CWM
3064
Cranbrook Wealth Management
Michigan
$28.8K
DF
3065
DecisionPoint Financial
Arizona
$27.4K
AFS
3066
Annapolis Financial Services
Maryland
$27.4K +$1.44K +3 +6%
OBWP
3067
O'Brien Wealth Partners
Massachusetts
$27.4K -$10.1K -21 -27%
RA
3068
Rise Advisors
New York
$27K -$9.65K -20 -26%
DMKJ
3069
David M. Knott Jr
$27K
RA
3070
Rational Advisors
New York
$26.9K -$2.69M -5,606 -99%
KFS
3071
Kelly Financial Services
Massachusetts
$25.9K +$4.8K +10 +23%
PK
3072
Pflug Koory
Nebraska
$25K
2L
3073
25 LLC
Missouri
$24.6K -$448 -1 -2%
RTL
3074
Red Tortoise LLC
Georgia
$24.5K
CCC
3075
Chelsea Counsel Company
California
$24K