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 %
CCM
676
Carlson Capital Management
Minnesota
$15M -$178K -371 -1%
SIC
677
Salem Investment Counselors
North Carolina
$15M +$453K +942 +3%
Luther King Capital Management (LKCM)
678
Luther King Capital Management (LKCM)
Texas
$15M +$8.65K +18 +0.1%
AL
679
Arnhold LLC
New York
$15M +$1.45M +3,024 +11%
GP
680
Girard Partners
Pennsylvania
$14.8M -$29.8K -62 -0.2%
LBC
681
Lowe Brockenbrough & Co
Virginia
$14.8M +$140K +292 +1%
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$14.7M -$92.3K -192 -0.6%
CIA
683
CCM Investment Advisers
South Carolina
$14.7M +$817K +1,699 +6%
NWM
684
Nicola Wealth Management
British Columbia, Canada
$14.6M -$961K -2,000 -6%
CS
685
Clear Street
New York
$14.4M +$14.4M +30,000 New
ATPW
686
Ashton Thomas Private Wealth
Arizona
$14.4M +$2.1M +4,378 +17%
HFS
687
Haverford Financial Services
Pennsylvania
$14.4M -$47.1K -98 -0.3%
GH
688
GAM Holding
Switzerland
$14.3M -$2.41M -5,022 -14%
AMI
689
Amica Mutual Insurance
Rhode Island
$14.3M -$1.24M -2,587 -8%
GAB
690
German American Bancorp
Indiana
$14.3M +$75K +156 +0.5%
BMCM
691
Bryn Mawr Capital Management
Pennsylvania
$14.3M -$57.7K -120 -0.4%
LFAS
692
Level Four Advisory Services
Texas
$14.2M +$1.36M +2,834 +11%
FGP
693
Foyston, Gordon, & Payne
Ontario, Canada
$14.1M +$199K +415 +1%
EF
694
Empirical Finance
Pennsylvania
$14.1M +$1.56M +3,238 +12%
NMIMC
695
Northwestern Mutual Investment Management Company
Wisconsin
$14.1M -$481 -1 -0%
KPWS
696
Kestra Private Wealth Services
Texas
$14.1M +$139K +289 +1%
LNWWM
697
Laird Norton Wetherby Wealth Management
California
$14.1M -$400K -833 -3%
JIR
698
James Investment Research
Ohio
$14M -$489K -1,018 -3%
PWAG
699
Polaris Wealth Advisory Group
California
$14M +$1.43M +2,970 +11%
MC
700
Middleton & Co
Massachusetts
$14M +$72.6K +151 +0.5%