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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 %
HR
701
Howe & Rusling
New York
$14M -$2.17M -4,524 -13%
GIA
702
Guyasuta Investment Advisors
Pennsylvania
$14M +$13.4M +27,839 +2,218%
KWMG
703
King Wealth Management Group
Florida
$13.9M +$39.4K +82 +0.3%
LS
704
Livforsakringsbolaget Skandia
Sweden
$13.9M -$1.39M -2,900 -9%
LGF
705
LGT Group Foundation
Liechtenstein
$13.9M -$1.87M -3,881 -12%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$13.8M -$1.37M -2,855 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
707
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M +$9.77M +20,320 +246%
HCM
708
Hilton Capital Management
New York
$13.7M -$215K -448 -2%
SMFG
709
Sumitomo Mitsui Financial Group
Japan
$13.7M -$106K -221 -0.8%
BWFA
710
Baltimore-Washington Financial Advisors
Maryland
$13.6M -$5.86M -12,201 -30%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.6M -$172K -336 -1%
CWM
712
Curi Wealth Management
North Carolina
$13.4M -$761K -1,584 -5%
VIM
713
Vinva Investment Management
Australia
$13.3M -$1.78M -3,728 -12%
CK
714
Cohen Klingenstein
New York
$13.3M
V
715
Veritable
Delaware
$13.2M -$51.9K -108 -0.4%
AF
716
Allworth Financial
California
$13.2M +$228K +475 +2%
PFS
717
Prospera Financial Services
Texas
$13M +$1.12M +2,335 +9%
BIM
718
Bridgecreek Investment Management
Oklahoma
$13M -$180K -375 -1%
OIA
719
OneDigital Investment Advisors
Kansas
$13M -$623K -1,297 -5%
TIP
720
Torray Investment Partners
Maryland
$12.9M +$94.2K +196 +0.7%
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
$12.9M -$798K -1,661 -6%
SWM
722
Segment Wealth Management
Texas
$12.9M -$138K -288 -1%
PTB
723
Pioneer Trust Bank
Oregon
$12.8M -$81.7K -170 -0.6%
QCM
724
Quantinno Capital Management
New York
$12.8M +$591K +1,229 +5%
BSW
725
Buckingham Strategic Wealth
Missouri
$12.8M +$2.57M +5,344 +25%