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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 %
MSWM
976
Mader & Shannon Wealth Management
Missouri
$6.81M +$331K +689 +5%
BWM
977
Bulltick Wealth Management
Florida
$6.73M +$1.24M +2,581 +23%
CCM
978
Carderock Capital Management
Maryland
$6.71M +$272K +566 +4%
CT
979
Colonial Trust
South Carolina
$6.7M +$97.6K +203 +1%
SCA
980
Sander Capital Advisors
Washington
$6.68M +$6.68M +13,894 New
MWM
981
Madison Wealth Management
Ohio
$6.67M +$27.9K +58 +0.4%
CG
982
Caprock Group
Idaho
$6.65M -$75K -156 -1%
AC
983
Asio Capital
Kentucky
$6.62M -$12.5K -26 -0.2%
CIA
984
Choate Investment Advisors
Massachusetts
$6.58M +$2.34M +4,861 +55%
CT
985
Chicago Trust
Illinois
$6.56M +$61K +127 +0.9%
VCWA
986
Vanguard Capital Wealth Advisors
Colorado
$6.55M +$34.1K +71 +0.5%
PWM
987
Perigon Wealth Management
California
$6.54M +$3.82M +7,942 +140%
ROC
988
Running Oak Capital
Minnesota
$6.54M +$634K +1,319 +11%
ST
989
Spinnaker Trust
Maine
$6.53M -$4.33K -9 -0.1%
UIA
990
Ulland Investment Advisors
Minnesota
$6.52M +$62K +129 +1%
PCTC
991
Perkins Coie Trust Company
Washington
$6.46M -$269K -559 -4%
ADL
992
Asset Dedication LLC
California
$6.44M +$4.27K +9 +0.1%
BWL
993
Bogart Wealth LLC
Virginia
$6.44M +$318K +662 +5%
SSB
994
Sandy Spring Bank
Maryland
$6.44M +$206K +429 +3%
B
995
Bellecapital
Switzerland
$6.42M +$518K +1,077 +9%
CWM
996
CMH Wealth Management
New Hampshire
$6.4M +$409K +850 +7%
TAM
997
Thematics Asset Management
France
$6.4M +$985K +2,049 +18%
JWBC
998
J.W. Burns & Co
New York
$6.39M +$232K +482 +4%
CWM
999
Connecticut Wealth Management
Connecticut
$6.37M +$2.7M +5,627 +74%
LC
1000
Lindbrook Capital
California
$6.35M -$367K -764 -5%