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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 %
GI
1076
GS Investments
Minnesota
$5.48M +$1.39M +2,894 +34%
JAM
1077
JCIC Asset Management
Ontario, Canada
$5.48M -$421K -875 -7%
WPP
1078
Whalerock Point Partners
Rhode Island
$5.47M +$407K +846 +8%
WANY
1079
Wealthspire Advisors (New York)
New York
$5.45M -$64.4K -134 -1%
CGL
1080
Clarius Group LLC
Washington
$5.45M +$369K +767 +7%
SW
1081
SlateStone Wealth
Florida
$5.44M -$20.2K -42 -0.4%
CI
1082
Cigna Investments
Connecticut
$5.42M -$44.7K -93 -0.8%
ACM
1083
Aljian Capital Management
Nevada
$5.41M +$43.3K +90 +0.8%
HWAM
1084
Hennion & Walsh Asset Management
New Jersey
$5.39M -$1.22M -2,532 -18%
CAM
1085
Centre Asset Management
New York
$5.38M +$141K +293 +3%
CW
1086
CreativeOne Wealth
Kansas
$5.36M -$936K -1,947 -15%
MA
1087
Montag & Associates
Georgia
$5.35M -$1M -2,088 -16%
RIM
1088
Reliant Investment Management
Tennessee
$5.34M -$19.2K -40 -0.4%
AT
1089
Arden Trust
Delaware
$5.33M -$1.39M -2,887 -21%
WPW
1090
Waldron Private Wealth
Pennsylvania
$5.33M -$899K -1,870 -14%
CCM
1091
Canal Capital Management
Virginia
$5.32M -$25K -52 -0.5%
QCG
1092
Quadrant Capital Group
Ohio
$5.31M -$42.3K -88 -0.8%
BSC
1093
Brown Shipley & Co
United Kingdom
$5.3M +$1.15M +2,389 +28%
SW
1094
Solidarity Wealth
Utah
$5.3M -$288K -600 -5%
PL
1095
Plancorp LLC
Missouri
$5.29M -$2.88K -6 -0.1%
CFGS
1096
Concourse Financial Group Securities
Alabama
$5.28M +$280K +582 +6%
SFS
1097
Stiles Financial Services
Minnesota
$5.27M -$11.1K -23 -0.2%
CWG
1098
Cornerstone Wealth Group
North Carolina
$5.27M +$2.36M +4,902 +81%
GLR
1099
Great Lakes Retirement
Ohio
$5.26M +$115K +240 +2%
TAM
1100
Trust Asset Management
Texas
$5.26M