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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 %
OTPPB
1101
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.25M +$1.5M +3,129 +40%
UAM
1102
Unison Asset Management
Florida
$5.24M +$207K +431 +4%
BFIC
1103
Bedell Frazier Investment Counselling
California
$5.24M +$5M +10,397 +2,059%
PWG
1104
Portside Wealth Group
Utah
$5.24M +$5.24M +10,892 New
KWM
1105
Keebeck Wealth Management
Illinois
$5.19M +$539K +1,122 +12%
PVI
1106
Pine Valley Investments
New Jersey
$5.18M +$727K +1,513 +16%
KTM
1107
Keeler Thomas Management
Utah
$5.18M +$6.73K +14 +0.1%
CAG
1108
Csenge Advisory Group
Florida
$5.15M +$296K +615 +6%
RP
1109
Rice Partnership
Hawaii
$5.15M +$94.7K +197 +2%
NB
1110
NBT Bank
New York
$5.14M -$52.9K -110 -1%
TFS
1111
Thoroughbred Financial Services
Tennessee
$5.13M +$210K +437 +4%
CC
1112
Constitution Capital
Connecticut
$5.13M -$119K -247 -2%
CAL
1113
Capital Analysts LLC
Pennsylvania
$5.12M -$110K -229 -2%
MSAM
1114
Moloney Securities Asset Management
Missouri
$5.11M +$248K +516 +5%
BONH
1115
Bank of New Hampshire
New Hampshire
$5.1M +$139K +290 +3%
NF
1116
Nikulski Financial
Iowa
$5.1M +$56.2K +117 +1%
GW
1117
GW & Wade
Massachusetts
$5.09M -$53.8K -112 -1%
JC
1118
JB Capital
Connecticut
$5.08M -$114K -237 -2%
NC
1119
NBW Capital
Massachusetts
$5.05M -$3.85K -8 -0.1%
GAG
1120
GM Advisory Group
New York
$5.04M -$281K -584 -5%
FWM
1121
Fairhaven Wealth Management
Illinois
$4.99M +$4.99M +10,376 New
WCM
1122
Weik Capital Management
Pennsylvania
$4.98M -$40.9K -85 -0.8%
SFA
1123
Souders Financial Advisors
Ohio
$4.97M -$53.8K -112 -1%
WWM
1124
Western Wealth Management
Colorado
$4.97M +$134K +278 +3%
NFC
1125
Northeast Financial Consultants
Connecticut
$4.97M +$280K +582 +6%