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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 %
Rafferty Asset Management
401
Rafferty Asset Management
New York
$43.3M +$3.16M +6,572 +8%
BCM
402
Bowie Capital Management
Texas
$42.9M +$1.4M +2,909 +3%
GF
403
Gabelli Funds
New York
$42.9M -$4.02M -8,373 -9%
RMDI
404
R.M. Davis Inc
Maine
$42.4M +$264K +550 +0.6%
VCM
405
Vigilant Capital Management
Maine
$42M +$2.26M +4,695 +6%
BCI
406
Brinker Capital Investments
Pennsylvania
$41.8M -$165K -356 -0.4%
OPS
407
Orion Portfolio Solutions
Nebraska
$41.8M -$165K -356 -0.4%
OWP
408
Obermeyer Wealth Partners
Colorado
$41.6M -$14.1M -29,346 -25%
NP
409
NS Partners
United Kingdom
$41.5M -$1.39M -2,888 -3%
AAM
410
Aureus Asset Management
Massachusetts
$41.2M +$7.12M +14,804 +21%
PTC
411
Petrus Trust Company
Texas
$40.9M +$3.37M +7,016 +9%
PIM
412
Provident Investment Management
Michigan
$40.9M +$1.55M +3,221 +4%
CT
413
Cambridge Trust
Massachusetts
$40.9M -$2.38M -4,943 -5%
WT
414
Whittier Trust
California
$40.7M -$1.28M -2,654 -3%
SIA
415
Sit Investment Associates
Minnesota
$40.6M +$2.62M +5,447 +7%
SCM
416
Silvant Capital Management
Georgia
$40.3M +$994K +2,069 +3%
NEI
417
Northwest & Ethical Investments
Ontario, Canada
$39.9M +$10.9M +22,699 +38%
AI
418
Atria Investments
North Carolina
$38.6M -$279K -581 -0.7%
Baillie Gifford & Co
419
Baillie Gifford & Co
United Kingdom
$38.4M +$38.4M +79,827 +109,352%
AAM
420
Auxier Asset Management
Oregon
$38.2M -$1.16M -2,405 -3%
BF
421
BOK Financial
Oklahoma
$37.8M -$960K -1,997 -2%
GL
422
Governors Lane
New York
$37.8M +$9.47M +19,704 +33%
SAM
423
Securian Asset Management
Minnesota
$37.6M -$578K -1,203 -2%
SI
424
Stephens Inc
Arkansas
$37.5M +$2.53M +5,256 +7%
VMPIC
425
Varma Mutual Pension Insurance Co
Finland
$37.4M -$35.7M -74,246 -49%