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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 %
MGWM
726
Marks Group Wealth Management
Minnesota
$12.7M +$216K +449 +2%
CA
727
Cullinan Associates
Kentucky
$12.5M -$320K -665 -2%
HCM
728
Highlander Capital Management
New Jersey
$12.4M +$144K +300 +1%
CS
729
Comerica Securities
Michigan
$12.4M -$300K -625 -2%
QIM
730
Quest Investment Management
Oregon
$12.4M -$399K -831 -3%
TCM
731
Twin Capital Management
Pennsylvania
$12.4M +$680K +1,414 +6%
TAM
732
Trillium Asset Management
Massachusetts
$12.3M -$248K -515 -2%
HI
733
Horizon Investments
North Carolina
$12.2M +$168K +350 +1%
CIS
734
Capital International Sarl
California
$12.2M -$762K -1,586 -6%
HT
735
Heritage Trust
Oklahoma
$12.1M +$425K +885 +4%
CIS
736
Connors Investor Services
Pennsylvania
$12.1M -$153K -319 -1%
WS
737
Wedbush Securities
California
$12.1M -$1.61M -3,351 -12%
TAM
738
Tocqueville Asset Management
New York
$12.1M -$34.1K -71 -0.3%
RC
739
Roundview Capital
New Jersey
$12M +$1.3M +2,701 +12%
BRCM
740
Bright Rock Capital Management
Massachusetts
$12M
BCMO
741
Buckingham Capital Management (Ohio)
Ohio
$12M +$226K +470 +2%
BWM
742
BerganKDV Wealth Management
Minnesota
$11.9M -$133K -276 -1%
MC
743
Muhlenkamp & Co
Pennsylvania
$11.9M +$11.9M +24,730 New
GC
744
Grimes & Company
Massachusetts
$11.8M +$312K +649 +3%
LG
745
Leuthold Group
Minnesota
$11.7M -$427K -888 -4%
EAMA
746
EFG Asset Management (Americas)
Florida
$11.7M -$183K -381 -2%
ECI
747
EFG Capital International
Florida
$11.7M +$11.7M +24,338 New
FNBOO
748
First National Bank of Omaha
Nebraska
$11.6M +$2.79M +5,812 +32%
SAM
749
Smithbridge Asset Management
Pennsylvania
$11.6M -$132K -275 -1%
AHB
750
Abner Herrman & Brock
New Jersey
$11.6M -$6.37M -13,256 -35%