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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 %
MSRPS
451
Maryland State Retirement & Pension System
Maryland
$34.2M -$1.32M -2,739 -4%
MC
452
Montag & Caldwell
Georgia
$34.1M +$3.27M +6,799 +11%
DLA
453
Douglas Lane & Associates
New York
$34.1M -$1.18M -2,462 -3%
ACM
454
Advisors Capital Management
New Jersey
$33.6M +$3.02M +6,277 +10%
CA
455
Cornerstone Advisors
North Carolina
$33.6M -$20.3M -42,297 -38%
WJWM
456
Williams Jones Wealth Management
New York
$33.5M -$664K -1,382 -2%
BPA
457
Beacon Pointe Advisors
California
$33.4M -$4.08M -8,498 -11%
ERIM
458
Eagle Ridge Investment Management
Connecticut
$33.4M +$580K +1,206 +2%
CF
459
Cantor Fitzgerald
New York
$33.3M -$779K -1,621 -2%
Wealthfront Advisers
460
Wealthfront Advisers
California
$33.2M -$1.8M -3,749 -5%
PC
461
Port Capital
Illinois
$33.2M +$4.68M +9,740 +16%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$3.32M +6,906 +11%
SF
463
Synovus Financial
Georgia
$32.2M +$927K +1,928 +3%
WA
464
WestEnd Advisors
North Carolina
$31.9M +$31.9M +66,366 New
AssetMark Inc
465
AssetMark Inc
California
$31.9M +$5.4M +11,237 +20%
FT
466
Fiduciary Trust
Massachusetts
$31.9M +$196K +408 +0.6%
RJT
467
Raymond James Trust
Florida
$31.9M -$272K -566 -0.8%
HIMCH
468
Hartford Investment Management Co (HIMCO)
Connecticut
$31.6M -$6.43M -13,373 -17%
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$31.5M +$2.74M +5,691 +10%
JAM
470
Jupiter Asset Management
United Kingdom
$31.4M -$35.2M -73,207 -53%
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$31.4M -$1.7M -3,537 -5%
ST
472
Sabal Trust
Florida
$31.2M +$2.35M +4,885 +8%
LWCA
473
Locust Wood Capital Advisers
New York
$31.1M +$1.94M +4,035 +7%
KWILP
474
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.1M +$1.71M +3,555 +6%
HIMC
475
Heritage Investors Management Corp
Maryland
$31.1M +$332K +690 +1%