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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 %
HIC
1526
Hartline Investment Corp
Illinois
$2.24M -$713K -1,484 -24%
CA
1527
Continuum Advisory
Idaho
$2.23M -$15.9K -33 -0.7%
ACM
1528
Ashford Capital Management
Delaware
$2.23M -$34.1K -71 -2%
ACM
1529
AlphaStar Capital Management
North Carolina
$2.22M -$5.75M -11,972 -72%
HFM
1530
Hartford Financial Management
Connecticut
$2.22M +$394K +819 +22%
CT
1531
Columbia Trust
Oregon
$2.22M +$176K +367 +9%
SWA
1532
Stratos Wealth Advisors
Ohio
$2.22M +$157K +326 +8%
AL
1533
Aspiriant LLC
California
$2.22M +$82.7K +172 +4%
FDS
1534
Freedom Day Solutions
Texas
$2.21M -$122K -253 -5%
AFS
1535
Aft Forsyth & Sober
Florida
$2.2M
OAM
1536
Oak Asset Management
California
$2.18M +$49.5K +103 +2%
ACL
1537
Applied Capital LLC
Florida
$2.17M +$13.9K +29 +0.6%
CC
1538
Courier Capital
New York
$2.17M +$1.37M +2,856 +172%
VFA
1539
Voya Financial Advisors
Connecticut
$2.17M -$33.8K -71 -2%
NW
1540
Naviter Wealth
Arkansas
$2.17M +$379K +789 +21%
JWCA
1541
J.W. Cole Advisors
Florida
$2.17M -$272K -565 -11%
WA
1542
WP Advisors
California
$2.16M +$27.4K +57 +1%
VFPI
1543
Vantage Financial Partners (Illinois)
Illinois
$2.16M +$151K +315 +8%
BFA
1544
Beaumont Financial Advisors
Massachusetts
$2.15M +$92.8K +193 +4%
AW
1545
Alaethes Wealth
Nevada
$2.15M +$15.4K +32 +0.7%
LFA
1546
Legacy Financial Advisors
Kentucky
$2.15M +$297K +618 +16%
CWM
1547
Circle Wealth Management
New Jersey
$2.15M +$481 +1 +0%
BS
1548
Bessemer Securities
New York
$2.14M -$1.72M -3,575 -45%
NFG
1549
Northeast Financial Group
Pennsylvania
$2.14M -$261K -542 -11%
MWM
1550
Marion Wealth Management
Pennsylvania
$2.14M +$69.7K +145 +3%