UNH icon

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 %
DCM
926
Donaldson Capital Management
Indiana
$7.37M +$39.4K +82 +0.5%
DLCIG
927
D.L. Carlson Investment Group
New Hampshire
$7.36M -$32.2K -67 -0.4%
GRP
928
Global Retirement Partners
California
$7.35M +$359K +746 +5%
S
929
SimplyRich
California
$7.35M +$481 +1 +0%
SAM
930
Synergy Asset Management
Washington
$7.32M +$6.87M +14,294 +1,522%
MPM
931
Meritage Portfolio Management
Kansas
$7.32M -$430K -895 -6%
FIB
932
First Interstate Bank
Montana
$7.31M -$317K -659 -4%
PIMJS
933
PKO Investment Management Joint-Stock
Poland
$7.3M -$240K -500 -3%
RCP
934
Rothschild Capital Partners
New York
$7.3M
HCA
935
Harbour Capital Advisors
Virginia
$7.29M -$129K -269 -2%
IA
936
IFP Advisors
Florida
$7.29M +$808K +1,680 +12%
CAM
937
Cozad Asset Management
Illinois
$7.29M +$230K +479 +3%
AG
938
AIA Group
Hong Kong
$7.26M +$1.94M +4,042 +37%
MWM
939
Marietta Wealth Management
Georgia
$7.25M +$563K +1,171 +8%
NAM
940
NorthCrest Asset Manangement
Minnesota
$7.24M +$663K +1,379 +10%
RDWM
941
Red Door Wealth Management
Tennessee
$7.22M +$1.26M +2,628 +21%
IWC
942
Integrated Wealth Concepts
Massachusetts
$7.21M +$1.91M +3,969 +36%
PM
943
Prosight Management
Texas
$7.21M +$1.95M +4,065 +37%
DAS
944
Dynamic Advisor Solutions
Arizona
$7.19M +$332K +691 +5%
SFS
945
Sowell Financial Services
Arkansas
$7.17M +$2.95M +6,141 +70%
SIA
946
Schechter Investment Advisors
Michigan
$7.17M +$130K +271 +2%
WAM
947
Weatherly Asset Management
California
$7.16M -$176K -367 -2%
SDWIA
948
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.15M +$40.4K +84 +0.6%
CI
949
Conning Inc
Connecticut
$7.14M -$735K -1,529 -9%
MCWS
950
McKinley Carter Wealth Services
West Virginia
$7.11M -$84.6K -176 -1%