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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 %
ASN
776
Advisory Services Network
Georgia
$10.8M +$999K +2,079 +10%
MWM
777
Mission Wealth Management
California
$10.7M -$174K -361 -2%
TRCT
778
Tower Research Capital (TRC)
New York
$10.7M -$10.7M -22,303 -50%
LIM
779
Leavell Investment Management
Alabama
$10.7M +$226K +470 +2%
TPCW
780
TD Private Client Wealth
New York
$10.5M -$1.66M -3,445 -14%
TL
781
Tradewinds LLC
North Carolina
$10.4M +$142K +296 +1%
MYLI
782
Meiji Yasuda Life Insurance
Japan
$10.4M -$411K -856 -4%
WF
783
WoodTrust Financial
Wisconsin
$10.4M +$12K +25 +0.1%
CF
784
CNA Financial
Illinois
$10.3M +$10.3M +21,500 New
LC
785
Loews Corp
New York
$10.3M +$10.3M +21,500 New
CCM
786
Coldstream Capital Management
Washington
$10.3M -$58.2K -121 -0.6%
SC
787
Scholtz & Company
Connecticut
$10.2M +$207K +430 +2%
HVIA
788
Hudson Valley Investment Advisors
New York
$10.2M -$201K -418 -2%
BFG
789
Berger Financial Group
Minnesota
$10.1M -$80.7K -168 -0.8%
AUB
790
Atlantic Union Bankshares
Virginia
$10.1M -$1.58M -3,286 -13%
CIA
791
Covington Investment Advisors
Pennsylvania
$10.1M +$358K +745 +4%
DJSG
792
D.J. St. Germain
Massachusetts
$10.1M +$10.1M +20,989 New
DWM
793
Dakota Wealth Management
Florida
$10M +$146K +304 +1%
AMBIA
794
Allen Mooney & Barnes Investment Advisors
Georgia
$9.94M +$10.1K +21 +0.1%
TBA
795
Tower Bridge Advisors
Pennsylvania
$9.89M +$2.09M +4,349 +27%
LOAME
796
Lombard Odier Asset Management (Europe)
United Kingdom
$9.88M -$796K -1,656 -7%
ANBT
797
American National Bank & Trust
Texas
$9.85M -$469K -975 -5%
AWM
798
Axxcess Wealth Management
California
$9.85M +$596K +1,240 +6%
S
799
SignatureFD
Georgia
$9.8M -$318K -662 -3%
KFS
800
Kurt F. Somerville
$9.78M -$841K -1,750 -8%