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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 %
BHWM
1026
Bar Harbor Wealth Management
New Hampshire
$6.03M -$61K -127 -1%
SWK
1027
Stephen W. Kidder
$6.02M +$208K +433 +4%
LAM
1028
Lynch Asset Management
Pennsylvania
$6.01M
HFRG
1029
Houlihan Financial Resource Group
Virginia
$5.97M +$5.97M +12,219 New
NSAM
1030
North Star Asset Management
Wisconsin
$5.96M +$4.83M +10,046 +427%
AC
1031
Arjuna Capital
North Carolina
$5.95M +$75.5K +157 +1%
JRP
1032
Jasper Ridge Partners
California
$5.95M
DSC
1033
Duncker Streett & Co
Missouri
$5.94M +$80.7K +168 +1%
NGA
1034
Naples Global Advisors
Florida
$5.93M +$250K +520 +4%
PA
1035
PFG Advisors
Arizona
$5.92M +$564K +1,174 +11%
RMC
1036
Resources Management Corp
Connecticut
$5.92M +$2.65M +5,518 +81%
LAM
1037
Lountzis Asset Management
Pennsylvania
$5.91M -$461K -902 -7%
DR
1038
Davis Rea
Ontario, Canada
$5.91M +$19.2K +40 +0.3%
ASA
1039
Armstrong Shaw Associates
Connecticut
$5.91M -$858K -1,786 -13%
BTWM
1040
Baker Tilly Wealth Management
Wisconsin
$5.9M +$339K +706 +6%
WCF
1041
West Coast Financial
California
$5.89M -$65.8K -137 -1%
CT
1042
Clearstead Trust
Maine
$5.89M -$659K -1,384 -10%
MAS
1043
Meeder Advisory Services
Ohio
$5.87M -$343K -714 -6%
EFS
1044
Essex Financial Services
Connecticut
$5.84M -$1.12M -2,326 -16%
FMAEN1
1045
Fund Management at Engine No 1
California
$5.83M +$379K +789 +7%
LSAG
1046
Lake Street Advisors Group
New Hampshire
$5.83M -$18.3K -38 -0.3%
VPI
1047
Value Partners Investments
Manitoba, Canada
$5.8M +$23.1K +48 +0.4%
KA
1048
Kintegral Advisory
New York
$5.8M
GC
1049
Globeflex Capital
California
$5.79M -$91.3K -190 -2%
UF
1050
Univest Financial
Pennsylvania
$5.79M -$186K -386 -3%