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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 %
SRC
1201
Shufro Rose & Co
New York
$4.3M -$1.03M -2,147 -19%
PT
1202
Plimoth Trust
Massachusetts
$4.3M +$75.5K +157 +2%
SCP
1203
Sandhill Capital Partners
New York
$4.3M -$42.8K -89 -1%
BA
1204
Bellwether Advisors
Nebraska
$4.27M +$1.95M +4,064 +84%
OIA
1205
Optimum Investment Advisors
Illinois
$4.26M +$4.81K +10 +0.1%
MYIA
1206
Mount Yale Investment Advisors
Colorado
$4.25M +$2.4K +5 +0.1%
OCM
1207
Orleans Capital Management
Louisiana
$4.24M -$60.1K -125 -1%
DWM
1208
Dorchester Wealth Management
Quebec, Canada
$4.22M -$52.9K -110 -1%
HIP
1209
Harrell Investment Partners
Texas
$4.21M +$21.6K +45 +0.5%
MCM
1210
McRae Capital Management
New Jersey
$4.2M +$3.73M +7,770 +797%
BIMC
1211
Benson Investment Management Company
Virginia
$4.2M +$17.8K +37 +0.4%
ACM
1212
Alcosta Capital Management
California
$4.18M -$1.11M -2,303 -21%
PS
1213
Pensionfund Sabic
Netherlands
$4.18M
AF
1214
Advisornet Financial
Minnesota
$4.18M +$121K +251 +3%
JAG
1215
Journey Advisory Group
Kentucky
$4.17M +$270K +561 +7%
AWA
1216
Arkadios Wealth Advisors
Georgia
$4.17M -$53.8K -112 -1%
KA
1217
Kerrisdale Advisers
Florida
$4.16M
Group One Trading
1218
Group One Trading
Illinois
$4.15M -$41M -85,380 -91%
CHAM
1219
Clear Harbor Asset Management
Connecticut
$4.14M +$264K +550 +7%
CIP
1220
Capital Insight Partners
Arizona
$4.14M +$66.3K +138 +2%
MMPW
1221
Mitchell McLeod Pugh & Williams
Alabama
$4.14M -$9.13K -19 -0.2%
SWP
1222
Strategic Wealth Partners
Ohio
$4.12M +$1.21M +2,514 +41%
PC
1223
Pavadi Capital
New York
$4.1M -$596K -1,240 -13%
DC
1224
DeDora Capital
California
$4.1M +$150K +313 +4%
STA
1225
Summit Trail Advisors
New York
$4.07M +$1.38M +2,878 +51%