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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 %
AHC
1426
Anderson Hoagland & Co
Missouri
$2.68M +$123K +255 +5%
RIA
1427
Richwood Investment Advisors
Ohio
$2.67M +$481 +1 +0%
DWM
1428
Darwin Wealth Management
Florida
$2.67M +$535K +1,156 +25%
SXL
1429
Summit X LLC
Missouri
$2.67M -$29.8K -62 -1%
ST
1430
Sentinel Trust
Texas
$2.67M +$2.16M +4,500 +429%
LFP
1431
Leeward Financial Partners
Washington
$2.66M +$67.3K +140 +3%
BIA
1432
Benchmark Investment Advisors
Illinois
$2.66M +$570K +1,185 +27%
BRG
1433
Bay Rivers Group
Virginia
$2.66M -$79.3K -165 -3%
CS
1434
Cannell & Spears
New York
$2.64M +$88.4K +184 +3%
E
1435
Ergoteles
New York
$2.64M +$2.64M +5,497 New
BIA
1436
Bigelow Investment Advisors
Maine
$2.64M -$10.6K -22 -0.4%
RA
1437
RiverPark Advisors
New York
$2.63M +$565K +1,175 +27%
NAS
1438
Nicolet Advisory Services
Wisconsin
$2.62M +$214K +456 +9%
CCT
1439
Chemung Canal Trust
New York
$2.62M -$90.8K -189 -3%
T
1440
TCWP
Ohio
$2.62M -$244K -508 -9%
SHFP
1441
Second Half Financial Partners
Florida
$2.61M +$2.61M +5,439 New
AG
1442
Algert Global
California
$2.61M +$167K +347 +7%
MCM
1443
Manchester Capital Management
Vermont
$2.61M +$114K +238 +5%
SFP
1444
Shepherd Financial Partners
Massachusetts
$2.6M +$53.3K +111 +2%
MLA
1445
My Legacy Advisors
Oregon
$2.6M +$7.16K +16 +0.3%
APP
1446
Avantax Planning Partners
Iowa
$2.59M +$24K +50 +0.9%
PA
1447
Paragon Advisors
Texas
$2.58M +$19.2K +40 +0.8%
SIM
1448
Sterling Investment Management
Arizona
$2.57M -$25K -52 -1%
MIC
1449
Means Investment Company
Maine
$2.57M +$25.5K +53 +1%
IC
1450
Inscription Capital
Texas
$2.56M -$39.9K -83 -2%