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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 %
TAIM
851
Te Ahumairangi Investment Management
New Zealand
$8.73M +$2.07M +4,315 +31%
NO
852
Ninety One
South Africa
$8.72M +$381K +796 +5%
WIC
853
Woodmont Investment Counsel
Tennessee
$8.71M +$403K +839 +5%
CWP
854
Cyndeo Wealth Partners
Florida
$8.66M +$990K +2,059 +13%
FHB
855
First Hawaiian Bank
Hawaii
$8.63M -$401K -835 -4%
DAC
856
Dividend Assets Capital
South Carolina
$8.63M +$2.44M +5,086 +40%
OAM
857
Ostrum Asset Management
France
$8.63M -$207K -430 -2%
MAM
858
Morse Asset Management
Connecticut
$8.54M +$183K +380 +2%
FMTC
859
Farmers & Merchants Trust Company
California
$8.53M +$67.8K +141 +0.8%
SCM
860
Schnieders Capital Management
California
$8.51M +$52.4K +109 +0.6%
SF
861
Summit Financial
New Jersey
$8.49M +$5.54M +11,533 +188%
WAS
862
Wealth Advisory Solutions
Indiana
$8.47M +$4M +8,325 +90%
CIG
863
Consolidated Investment Group
Colorado
$8.46M
AWM
864
Avitas Wealth Management
California
$8.44M -$66.3K -138 -0.8%
GCA
865
Guardian Capital Advisors
Ontario, Canada
$8.4M +$125K +276 +2%
KNW
866
Kesler Norman & Wride
Utah
$8.39M +$75.5K +157 +0.9%
GIA
867
GHP Investment Advisors
Colorado
$8.37M +$204K +401 +2%
FFA
868
Fragasso Financial Advisors
Pennsylvania
$8.35M -$786K -1,636 -9%
SNB
869
Security National Bank
Nebraska
$8.33M -$293K -609 -3%
BWA
870
Burt Wealth Advisors
Maryland
$8.33M -$192K -399 -2%
MIA
871
MainStreet Investment Advisors
Illinois
$8.33M -$249K -519 -3%
HCMT
872
Highland Capital Management (Tennessee)
Tennessee
$8.33M -$102K -213 -1%
SIG
873
Stonegate Investment Group
Alabama
$8.32M +$69.2K +144 +0.8%
BFM
874
Boston Financial Management
Massachusetts
$8.31M -$961 -2 -0%
MNBTD
875
Moody National Bank Trust Division
Texas
$8.29M +$69.7K +145 +0.8%