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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 %
AIP
751
Ameritas Investment Partners
Nebraska
$11.5M -$762K -1,586 -6%
MFAM
752
Motley Fool Asset Management
Virginia
$11.5M +$840K +1,748 +8%
MWM
753
Meridian Wealth Management
Kentucky
$11.5M -$470K -977 -4%
GT
754
Greenleaf Trust
Michigan
$11.5M -$342K -712 -3%
FCBT
755
First Citizens Bank & Trust
North Carolina
$11.4M +$2.1M +4,371 +23%
LCM
756
Logan Capital Management
Pennsylvania
$11.4M -$1.4M -2,923 -11%
FNFDCM
757
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.4M +$446K +928 +4%
ECM
758
Everence Capital Management
Indiana
$11.3M
GT
759
Glenview Trust
Kentucky
$11.3M +$332K +691 +3%
VWM
760
Venturi Wealth Management
Texas
$11.3M -$175K -365 -2%
1IA
761
1834 Investment Advisors
Wisconsin
$11.2M -$815K -1,696 -7%
HCA
762
Hyperion Capital Advisors
New York
$11.2M +$112K +234 +1%
LOPW
763
Live Oak Private Wealth
North Carolina
$11.1M +$80.3K +167 +0.7%
SAM
764
Sectoral Asset Management
Quebec, Canada
$11M -$1.51M -3,150 -12%
AC
765
Addenda Capital
Quebec, Canada
$11M -$1.13M -2,357 -9%
SYBT
766
Stock Yards Bank & Trust
Kentucky
$11M +$351K +731 +3%
AR
767
Advisory Research
Illinois
$11M +$352K +732 +3%
AWM
768
Apollon Wealth Management
South Carolina
$11M +$1.63M +3,387 +17%
SWS
769
SYSTM Wealth Solutions
Illinois
$10.9M +$1.75M +3,638 +19%
SCA
770
Stonebridge Capital Advisors
Minnesota
$10.9M +$365K +759 +3%
VLKIM
771
Van Lanschot Kempen Investment Management
Netherlands
$10.9M +$66.8K +139 +0.6%
JFG
772
Jefferies Financial Group
New York
$10.9M +$4.24M +8,827 +64%
JCM
773
Janney Capital Management
Pennsylvania
$10.8M -$106K -221 -1%
CI
774
CX Institutional
Indiana
$10.8M +$714K +1,486 +7%
DCM
775
Discovery Capital Management
Connecticut
$10.8M -$38.9M -80,950 -78%