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 %
CIBC World Market
301
CIBC World Market
Ontario, Canada
$83.3M -$2.53M -5,259 -3%
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$82.5M +$639K +1,330 +0.8%
RP
303
Riverbridge Partners
Minnesota
$82.3M -$2.45M -5,098 -3%
Creative Planning
304
Creative Planning
Kansas
$82M +$1.84M +3,826 +2%
Federated Hermes
305
Federated Hermes
Pennsylvania
$78.5M -$2.3M -4,795 -3%
JHP
306
James Hambro & Partners
United Kingdom
$78.5M +$4.34M +9,032 +6%
CW
307
Connectus Wealth
Ohio
$78.1M +$1.43M +2,969 +2%
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$78M +$1.91M +3,980 +3%
CWM
309
CIBC World Markets
New York
$77.4M +$30.2M +62,934 +64%
EDRH
310
Edmond de Rothschild Holding
Switzerland
$76.8M +$21.4M +44,423 +39%
URS
311
Utah Retirement Systems
Utah
$76.7M -$3.38M -7,030 -4%
CAM
312
Crake Asset Management
United Kingdom
$76.3M -$49M -102,000 -39%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$74.7M +$12.9M +26,778 +21%
BC
314
Bartlett & Co
Ohio
$74.7M +$12.9M +26,778 +21%
EAM
315
Erste Asset Management
Austria
$74.5M +$6.88M +14,395 +10%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$74.4M +$6.19M +12,889 +9%
BGCP
317
Bristol Gate Capital Partners
Ontario, Canada
$73.8M -$1.4M -2,905 -2%
NYLIM
318
New York Life Investment Management
New York
$73M +$6.17M +12,835 +9%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73M +$16M +33,212 +28%
HPC
320
HM Payson & Co
Maine
$73M -$14.3M -29,723 -16%
HPG
321
Harvest Portfolios Group
Ontario, Canada
$72.2M +$7.17M +14,920 +11%
AC
322
Armistice Capital
New York
$72.1M -$20.2M -42,000 -22%
UM
323
UniSuper Management
Australia
$71.5M +$71.5M +148,693 New
UB
324
UMB Bank
Missouri
$71.3M -$191K -397 -0.3%
AAM
325
Ardevora Asset Management
United Kingdom
$70.9M -$12.6M -26,197 -15%