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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 %
EW
826
Evoke Wealth
California
$9.23M +$573K +1,193 +7%
ERWM
827
Elk River Wealth Management
Colorado
$9.2M -$122K -254 -1%
TFA
828
Toth Financial Advisory
Virginia
$9.2M -$66.3K -138 -0.7%
CLOS
829
Compagnie Lombard Odier SCmA
Switzerland
$9.2M +$144K +299 +2%
Primecap Management
830
Primecap Management
California
$9.17M
AWP
831
Ascent Wealth Partners
New York
$9.16M +$1.6M +3,372 +21%
PA
832
Profund Advisors
Maryland
$9.15M +$96.6K +201 +1%
TCBWMS
833
Texas Capital Bank Wealth Management Services
Texas
$9.14M -$261K -544 -3%
Jones Financial Companies
834
Jones Financial Companies
Missouri
$9.14M +$326K +679 +4%
GWWM
835
Great Waters Wealth Management
Minnesota
$9.14M +$46.1K +96 +0.5%
SAM
836
Silvercrest Asset Management
New York
$9.08M +$1.15M +2,393 +15%
KWM
837
Kingsview Wealth Management
Oregon
$9.08M +$442K +920 +5%
TC
838
Telemus Capital
Michigan
$9.06M +$128K +266 +1%
WIS
839
Wright Investors Service
Connecticut
$9.05M +$148K +307 +2%
ECM
840
Estabrook Capital Management
New York
$9.01M +$14.9K +31 +0.2%
AAF
841
Andra AP-fonden
Sweden
$8.99M +$1.54M +3,200 +21%
AT
842
American Trust
Kentucky
$8.99M -$477K -993 -5%
PF
843
Phoenix Financial
Israel
$8.98M +$2.79M +5,801 +45%
RIG
844
RiverFront Investment Group
Virginia
$8.97M +$437K +910 +5%
CPC
845
Consolidated Planning Corp
Georgia
$8.96M +$292K +607 +3%
WCM
846
Wedge Capital Management
North Carolina
$8.93M -$125K -261 -1%
EWM
847
Executive Wealth Management
Michigan
$8.89M +$849K +1,766 +11%
EW
848
Evexia Wealth
Wisconsin
$8.86M +$165K +322 +2%
JMFC
849
J.M. Forbes & Co
Massachusetts
$8.77M +$48.1K +100 +0.6%
CNBTD
850
Citizens National Bank Trust Department
Mississippi
$8.73M +$500K +1,040 +6%