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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 %
PNAA
526
Pictet North America Advisors
Switzerland
$25.8M -$1.07M -2,217 -4%
DIA
527
Dana Investment Advisors
Wisconsin
$25.6M -$995K -2,071 -4%
PDM
528
Penn Davis McFarland
Texas
$25.3M -$364K -757 -1%
CAM
529
ClariVest Asset Management
California
$25.2M -$4.9M -10,203 -16%
PP
530
Prudential plc
United Kingdom
$25.2M -$4.77M -9,914 -16%
DOA
531
D'Orazio & Associates
Virginia
$25.1M +$91.3K +190 +0.4%
BBHC
532
Brown Brothers Harriman & Co
New York
$24.9M +$5.71M +11,876 +30%
SFM
533
Stack Financial Management
Montana
$24.9M +$55.8K +116 +0.2%
IC
534
IEQ Capital
California
$24.8M -$2.53M -5,261 -9%
BRWA
535
B. Riley Wealth Advisors
Florida
$24.3M +$1.06M +2,215 +5%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$24.3M +$58.6K +122 +0.2%
VC
537
Vestor Capital
Illinois
$24.2M +$244K +508 +1%
Alyeska Investment Group
538
Alyeska Investment Group
Illinois
$24M +$24M +50,000 New
BCP
539
Blue Chip Partners
Michigan
$24M +$110K +228 +0.5%
CCM
540
Cohen Capital Management
California
$24M +$72.1K +150 +0.3%
BPWM
541
Badgley Phelps Wealth Managers
Washington
$23.8M +$1.59M +3,303 +7%
MWM
542
Moran Wealth Management
Florida
$23.8M -$1.03M -2,149 -4%
AWS
543
Atria Wealth Solutions
New York
$23.7M +$986K +2,052 +4%
FNT
544
First National Trust
Pennsylvania
$23.6M -$1.11M -2,314 -4%
OMC
545
Overbrook Management Corp
New York
$23.3M -$899K -1,870 -4%
EWA
546
EP Wealth Advisors
California
$23M +$20.3M +6,991 +734%
GBA
547
Garrison Bradford & Associates
New York
$22.9M -$191K -397 -0.8%
ICP
548
Ironvine Capital Partners
Nebraska
$22.9M +$92.3K +192 +0.4%
ATI
549
Act Two Investors
California
$22.8M +$5.75M +11,966 +34%
VI
550
Vestcor Inc
New Brunswick, Canada
$22.8M +$3.2M +6,651 +16%