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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 %
PP
3076
Pacifica Partners
Canada
$23.1K
IPW
3077
Impact Partnership Wealth
Georgia
$22.1K +$22.1K +46 New
DWMG
3078
DB Wealth Management Group
California
$21.1K
CWA
3079
Carolina Wealth Advisors
South Carolina
$20.2K
HWP
3080
Highline Wealth Partners
California
$17.3K
TC
3081
Trust Company
Kansas
$16.8K
IA
3082
IFS Advisors
Kansas
$16.2K
RIM
3083
Ranger Investment Management
Texas
$14.4K
FGAM
3084
Financial Gravity Asset Management
Texas
$13.4K +$278 +10 +2%
CTB
3085
Country Trust Bank
Illinois
$13K
JFG
3086
JDM Financial Group
Texas
$12.5K
GGI
3087
Godsey & Gibb Inc
Virginia
$12K +$12K +25 New
AA
3088
AlphaMark Advisors
Kentucky
$12K +$12K +25 New
MDCM
3089
Morgan Dempsey Capital Management
Wisconsin
$11.5K
NBT
3090
Northwest Bank & Trust
Iowa
$11.5K +$11.5K +24 New
GWSA
3091
Global Wealth Strategies & Associates
Colorado
$10.1K
FDCC
3092
Foster Dykema Cabot & Co
Massachusetts
$10K +$10K +20 New
SC
3093
Stephens Consulting
Michigan
$9.61K
GAG
3094
Goodman Advisory Group
Massachusetts
$8.65K
SA
3095
SRH Advisors
Kansas
$8.51K
KSWA
3096
Kathleen S. Wright Associates
Pennsylvania
$8.17K
CJL
3097
Cyrus J. Lawrence
New York
$7.86K +$74 +153 +0.9%
TC
3098
Truvestments Capital
Florida
$7.69K
LIM
3099
Longfellow Investment Management
Massachusetts
$7.69K +$961 +2 +14%
NC
3100
NewSquare Capital
Pennsylvania
$7.21K -$13.9K -29 -66%