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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 %
KJHP
1126
K.J. Harrison & Partners
Ontario, Canada
$4.96M +$443K +926 +10%
BWS
1127
Buck Wealth Strategies
Colorado
$4.96M +$350K +728 +8%
HWM
1128
Heirloom Wealth Management
Colorado
$4.94M +$202K +420 +4%
DPIM
1129
Duff & Phelps Investment Management
Illinois
$4.92M
EA
1130
Eclectic Associates
California
$4.91M +$15.4K +32 +0.3%
BCM
1131
Becker Capital Management
Oregon
$4.89M +$724K +1,507 +17%
DLG
1132
Daniel L. Goodwin
$4.89M
MBTD
1133
Mechanics Bank - Trust Department
California
$4.89M +$836K +1,740 +21%
GWM
1134
GDS Wealth Management
Texas
$4.85M +$286K +596 +6%
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.84M +$1.09M +2,266 +29%
CCG
1136
Chatham Capital Group
Georgia
$4.83M -$4.81K -10 -0.1%
IB
1137
Intrust Bank
Kansas
$4.83M -$108K -224 -2%
JCM
1138
JS Capital Management
New York
$4.81M +$4.81M +10,000 New
SGH
1139
Sivik Global Healthcare
Connecticut
$4.81M -$3.6M -7,500 -43%
MIC
1140
Maxi Investments CY
Cyprus
$4.81M +$4.81M +10,000 New
BDFN
1141
Bond & Devick Financial Network
Minnesota
$4.8M -$51.4K -107 -1%
GEA
1142
Glen Eagle Advisors
New Jersey
$4.77M +$104K +217 +2%
FNBOMD
1143
First National Bank of Mount Dora
Florida
$4.77M -$53.8K -112 -1%
BHC
1144
Bowen Hanes & Co
Florida
$4.77M -$40.8M -84,951 -90%
MCP
1145
Mirador Capital Partners
California
$4.73M -$9.13K -19 -0.2%
JWCA
1146
J.W. Coons Advisors
Ohio
$4.73M
BAM
1147
Berkshire Asset Management
Pennsylvania
$4.72M +$53.8K +112 +1%
HIC
1148
Holderness Investments Company
North Carolina
$4.71M +$64.9K +135 +1%
IFAM
1149
Institutional & Family Asset Management
Colorado
$4.7M +$13.9K +29 +0.3%
TCA
1150
Transcend Capital Advisors
New Jersey
$4.69M +$1.37M +2,844 +41%