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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 %
WI
1351
Wintrust Investments
Illinois
$3.06M +$3.06M +6,371 New
HAS
1352
HBW Advisory Services
California
$3.06M +$76.3K +246 +3%
EWM
1353
Elmwood Wealth Management
California
$3.05M -$84.1K -175 -3%
PAM
1354
Paradigm Asset Management
New York
$3.05M -$48.1K -100 -2%
WG
1355
Winton Group
United Kingdom
$3.04M +$1.53M +3,177 +101%
BFW
1356
Brady Family Wealth
Missouri
$3.04M +$87K +181 +3%
JWM
1357
Jessup Wealth Management
Ohio
$3.04M -$237K -493 -7%
FCM
1358
Fairbanks Capital Management
California
$3.03M +$70.2K +146 +2%
BOSSRA
1359
B.O.S.S. Retirement Advisors
Utah
$3.03M -$714K -1,485 -19%
MRCM
1360
M&R Capital Management
New Jersey
$3.03M +$348K +723 +13%
FBT
1361
First Bankers Trust
Kentucky
$3.03M +$99K +206 +3%
SEC
1362
Seven Eight Capital
New York
$3M +$752K +1,564 +33%
CAM
1363
Carret Asset Management
New York
$2.99M +$16.3K +34 +0.5%
PG
1364
Patten Group
Tennessee
$2.99M -$73.5K -153 -2%
BCM
1365
Birch Capital Management
Texas
$2.99M +$13.9K +29 +0.5%
CCT
1366
Capital City Trust
Florida
$2.99M +$27.9K +58 +0.9%
RCIM
1367
Red Cedar Investment Management
Michigan
$2.98M
TW
1368
TrinityPoint Wealth
Connecticut
$2.98M -$84.1K -175 -3%
LSA
1369
L & S Advisors
California
$2.98M +$137K +286 +5%
WA
1370
Wealth Architects
California
$2.97M -$17.8K -37 -0.6%
AAS
1371
Ameritas Advisory Services
Nebraska
$2.96M -$1.99M -4,306 -40%
SLWA
1372
San Luis Wealth Advisors
California
$2.94M -$456K -949 -13%
BMWM
1373
Brown Miller Wealth Management
Virginia
$2.93M -$3.37K -7 -0.1%
NCM
1374
Northside Capital Management
Oregon
$2.92M +$961 +2 +0%
FFS
1375
Founders Financial Securities
Maryland
$2.92M +$1.44K +3 +0%