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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 %
IWS
1501
Insight Wealth Strategies
California
$2.36M -$2.4K -5 -0.1%
CWMU
1502
Caliber Wealth Management (Utah)
Utah
$2.35M +$1.44K +3 +0.1%
PMG
1503
ProVise Management Group
Florida
$2.34M +$355K +739 +18%
PI
1504
PFG Investments
New York
$2.34M +$355K +739 +18%
SG
1505
StoneX Group
New York
$2.34M +$20.2K +42 +0.9%
CASB
1506
Cape Ann Savings Bank
Massachusetts
$2.34M +$28.8K +60 +1%
KWA
1507
KCS Wealth Advisory
California
$2.34M +$45.2K +94 +2%
AF
1508
Apexium Financial
Texas
$2.33M
BWA
1509
BDO Wealth Advisors
Florida
$2.32M +$443K +922 +24%
FP
1510
Financial Perspectives
Minnesota
$2.32M +$26K +54 +1%
HA
1511
Harfst & Associates
Wyoming
$2.31M +$32.2K +67 +1%
AIA
1512
Affinity Investment Advisors
California
$2.31M -$600K -1,248 -21%
PCM
1513
Palouse Capital Management
Washington
$2.31M -$243K -505 -10%
HIC
1514
Harvey Investment Company
Kentucky
$2.3M -$85.1K -177 -4%
ISL
1515
Ingalls & Snyder LLC
New York
$2.29M +$29.3K +61 +1%
MFG
1516
Monte Financial Group
Connecticut
$2.29M +$37K +77 +2%
SIA
1517
Soltis Investment Advisors
Utah
$2.29M +$108K +224 +5%
SS
1518
Sunbelt Securities
Texas
$2.27M +$77.9K +162 +4%
RWP
1519
Revolve Wealth Partners
New Jersey
$2.26M +$76.9K +160 +4%
PP
1520
PDS Planning
Ohio
$2.26M +$188K +391 +9%
WA
1521
Waverly Advisors
Alabama
$2.25M +$58.2K +121 +3%
KWA
1522
Kingswood Wealth Advisors
California
$2.25M +$2.25M +4,671 New
GA
1523
Geller Advisors
New York
$2.24M +$772K +1,607 +53%
FAIM
1524
Financial Advocates Investment Management
Washington
$2.24M -$237K -493 -10%
MP
1525
McDonald Partners
Ohio
$2.24M +$51.9K +108 +2%