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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 %
IAS
1476
IMA Advisory Services
Colorado
$2.43M +$87.5K +182 +4%
AO
1477
Advisor OS
Illinois
$2.43M +$483K +1,004 +25%
CCWM
1478
Cassaday & Co Wealth Management
Virginia
$2.42M -$36K -75 -1%
CIC
1479
Cornercap Investment Counsel
Georgia
$2.42M -$19.7K -41 -0.8%
PBT
1480
Pictet Bank & Trust
Bahamas
$2.42M -$59.1K -123 -2%
WPW
1481
Warther Private Wealth
Ohio
$2.42M -$24.5K -51 -1%
FTWA
1482
Fifth Third Wealth Advisors
Ohio
$2.41M +$1.68M +3,494 +231%
RCM
1483
RB Capital Management
Nevada
$2.41M +$20.2K +42 +0.8%
WCA
1484
Waypoint Capital Advisors
Minnesota
$2.4M +$13.5K +28 +0.6%
OCA
1485
Otter Creek Advisors
Florida
$2.4M +$2.4M +5,000 New
TAM
1486
Tealwood Asset Management
Minnesota
$2.4M -$11.5K -24 -0.5%
WPC
1487
Wedmont Private Capital
Pennsylvania
$2.39M +$299K +623 +14%
MW
1488
Marcum Wealth
Ohio
$2.39M -$37.5K -78 -2%
LSPW
1489
Lake Street Private Wealth
Illinois
$2.39M +$1.21M +2,515 +103%
IAS
1490
Insigneo Advisory Services
Florida
$2.38M +$986K +2,052 +71%
BHB
1491
Bank Hapoalim BM
Israel
$2.38M -$143K -297 -6%
SIAG
1492
Signet Investment Advisory Group
Rhode Island
$2.38M +$30.8K +64 +1%
MWA
1493
Moser Wealth Advisors
Washington
$2.37M +$2.37M +4,940 New
CWA
1494
Consilium Wealth Advisory
Texas
$2.37M +$32.7K +68 +1%
1WA
1495
180 Wealth Advisors
Washington
$2.37M -$23.9K -50 -1%
NSIM
1496
North Star Investment Management
Illinois
$2.37M
TIMH
1497
Tilt Investment Management Holdings
New York
$2.37M
WF
1498
Welch & Forbes
Massachusetts
$2.36M
CAAS
1499
Capital Asset Advisory Services
Michigan
$2.36M +$121K +253 +5%
JIC
1500
Joel Isaacson & Co
New York
$2.36M +$3.85K +8 +0.2%