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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 %
CWM
1326
Chemistry Wealth Management
New York
$3.17M -$2.4K -5 -0.1%
LWMM
1327
Legacy Wealth Management (Mississippi)
Mississippi
$3.17M -$8.17K -17 -0.3%
FHA
1328
Flagship Harbor Advisors
Massachusetts
$3.16M +$32.7K +68 +1%
PWP
1329
Perfromance Wealth Partners
Illinois
$3.15M +$362K +769 +13%
VBCG
1330
Valley Brook Capital Group
Pennsylvania
$3.14M -$185K -385 -6%
BAM
1331
Belpointe Asset Management
Nevada
$3.14M -$4.21M -8,761 -57%
OAM
1332
Occidental Asset Management
California
$3.14M +$49K +102 +2%
SC
1333
Sepio Capital
Utah
$3.14M -$87K -181 -3%
SP
1334
SWS Partners
Ohio
$3.13M -$112K -234 -3%
GL
1335
Graypoint LLC
New York
$3.13M +$320K +666 +11%
HH
1336
Hilltop Holdings
Texas
$3.12M +$135K +281 +5%
MOS
1337
MGO One Seven
Ohio
$3.12M -$2.54M -5,278 -45%
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$3.12M -$11.5K -24 -0.4%
NME
1339
Notis-McConarty Edward
$3.12M -$49K -102 -2%
SFG
1340
SevenBridge Financial Group
Pennsylvania
$3.11M +$193K +401 +7%
SIM
1341
Sentry Investment Management
Wisconsin
$3.11M +$4.33K +9 +0.1%
SFO
1342
Stokes Family Office
Louisiana
$3.11M +$253K +527 +9%
DCM
1343
Decatur Capital Management
Georgia
$3.1M -$44.7K -93 -1%
CAMG
1344
CWA Asset Management Group
Florida
$3.09M +$730K +1,519 +31%
GSB
1345
Greenfield Savings Bank
Massachusetts
$3.09M +$67.3K +140 +2%
HIP
1346
HUB Investment Partners
Texas
$3.08M +$688K +1,431 +29%
HI
1347
Handelsinvest Investeringsforvaltning
Denmark
$3.08M +$404K +841 +15%
PGWM
1348
Parisi Gray Wealth Management
New Jersey
$3.08M +$1.43M +3,025 +87%
BOH
1349
Bank of Hawaii
Hawaii
$3.08M -$857K -1,783 -22%
PIP
1350
Peachtree Investment Partners
Florida
$3.08M -$375K -780 -11%