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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 %
TCOV
801
Trust Company of Vermont
Vermont
$9.73M +$1.45M +3,015 +17%
GWM
802
Greenwich Wealth Management
Connecticut
$9.72M -$11.5K -24 -0.1%
HNW
803
High Note Wealth
Minnesota
$9.71M +$2.6M +5,402 +37%
PMAM
804
Picton Mahoney Asset Management
Ontario, Canada
$9.7M -$9.42M -19,601 -49%
GPTE
805
Generali Powszechne Towarzystwo Emerytalne
Poland
$9.67M
AG
806
Ascent Group
Virginia
$9.65M +$417K +825 +5%
STAS
807
Strong Tower Advisory Services
Minnesota
$9.63M -$48.1K -100 -0.5%
FIA
808
Foundations Investment Advisors
Arizona
$9.63M +$1.36M +2,831 +16%
WAS
809
WESPAC Advisors SoCal
California
$9.62M +$21.6K +45 +0.2%
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$9.62M +$126K +263 +1%
SWP
811
Stratos Wealth Partners
Ohio
$9.59M +$2.09M +4,355 +28%
SIMG
812
Sonora Investment Management Group
Arizona
$9.59M +$75.9K +158 +0.8%
VVP
813
Venture Visionary Partners
Ohio
$9.57M +$704K +1,464 +8%
RBA
814
Richard Bernstein Advisors
New York
$9.56M
PGAM
815
Princeton Global Asset Management
New Jersey
$9.55M -$182K -378 -2%
PIM
816
Penobscot Investment Management
Massachusetts
$9.51M +$214K +445 +2%
AAMA
817
Advanced Asset Management Advisors
Ohio
$9.49M
CBT
818
Central Bank & Trust
Kentucky
$9.41M -$377K -785 -4%
TH
819
TCTC Holdings
Texas
$9.37M +$85.6K +178 +0.9%
Two Sigma Advisers
820
Two Sigma Advisers
New York
$9.32M -$5.91M -12,300 -39%
AA
821
ALPS Advisors
Colorado
$9.32M +$402K +837 +5%
KIA
822
KCM Investment Advisors
California
$9.29M +$310K +645 +3%
EH
823
Equitable Holdings
New York
$9.27M +$2.65M +5,504 +40%
LCC
824
Lincoln Capital Corp
Rhode Island
$9.26M -$139K -290 -1%
M
825
MOTCO
Texas
$9.25M -$60.6K -126 -0.7%