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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 %
CCP
1401
Clough Capital Partners
Massachusetts
$2.81M -$10.2M -21,286 -78%
CWM
1402
Centric Wealth Management
Illinois
$2.8M +$55.1K +119 +2%
VCAM
1403
Van Cleef Asset Management
Ohio
$2.79M +$98.5K +205 +4%
WA
1404
Wealth Alliance
New York
$2.78M -$57.2K -119 -2%
MIC
1405
MU Investments Company
Japan
$2.77M
LWM
1406
Lyell Wealth Management
California
$2.77M +$189K +394 +7%
VT
1407
Vise Technologies
New York
$2.77M +$491K +1,021 +22%
RFN
1408
RDA Financial Network
Iowa
$2.77M -$858K -1,785 -24%
DRD
1409
Dennis R. Delaney
$2.77M +$708K +1,473 +34%
BWM
1410
Buckley Wealth Management
Nevada
$2.76M +$36.1K +75 +1%
NICM
1411
Neo Ivy Capital Management
New York
$2.75M +$2.75M +5,727 New
TSW
1412
Thompson Siegel & Walmsley
Virginia
$2.75M -$336K -700 -11%
GWANC
1413
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.75M +$167K +347 +6%
BB
1414
Bell Bank
North Dakota
$2.74M +$381K +793 +16%
WA
1415
Wambolt & Associates
Colorado
$2.73M +$157K +327 +6%
TNA
1416
True North Advisors
Texas
$2.73M -$717K -1,492 -21%
HVM
1417
Harvest Volatility Management
Connecticut
$2.73M +$83.6K +174 +3%
GWSG
1418
GPS Wealth Strategies Group
Colorado
$2.72M -$110K -228 -4%
CRI
1419
Commonwealth Retirement Investments
Virginia
$2.72M +$2.72M +5,654 New
CW
1420
Channel Wealth
California
$2.72M +$1.7M +3,544 +168%
CCM
1421
Cox Capital Management
Massachusetts
$2.71M -$72.6K -151 -3%
ST
1422
Somerset Trust
Pennsylvania
$2.69M -$70.7K -147 -3%
LCM
1423
Legato Capital Management
California
$2.69M -$667K -1,387 -20%
SWM
1424
Sugarloaf Wealth Management
Georgia
$2.68M -$18.3K -38 -0.7%
FI
1425
Fosun International
China
$2.68M +$144K +300 +6%