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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 %
SIA
1551
Schear Investment Advisers
Ohio
$2.13M +$4.33K +9 +0.2%
AWP
1552
Accretive Wealth Partners
New Jersey
$2.12M +$25K +52 +1%
PCS
1553
Personal CFO Solutions
New Jersey
$2.1M +$14.4K +30 +0.7%
CWA
1554
Core Wealth Advisors
Florida
$2.09M +$95.7K +199 +5%
REMPR
1555
Roof Eidam Maycock Peralta (REMP)
California
$2.07M -$6.25K -13 -0.3%
M1FG
1556
Mach-1 Financial Group
Arkansas
$2.07M +$1.95M +4,049 +1,557%
OL
1557
Optas LLC
Texas
$2.07M +$34.6K +72 +2%
CFA
1558
Cahill Financial Advisors
Minnesota
$2.06M +$70.2K +146 +4%
SCI
1559
S&CO Inc
Massachusetts
$2.06M +$71.6K +149 +4%
BCM
1560
Brasada Capital Management
Texas
$2.05M -$21.6K -45 -1%
GCMG
1561
Gyroscope Capital Management Group
Florida
$2.05M -$721K -1,500 -26%
HCM
1562
Hollencrest Capital Management
California
$2.05M -$24K -50 -1%
MFG
1563
MidWestOne Financial Group
Iowa
$2.04M -$94.7K -197 -4%
CPA
1564
Court Place Advisors
Maryland
$2.03M +$832K +1,730 +69%
JSL
1565
JT Stratford LLC
Georgia
$2.03M +$294K +612 +17%
SW
1566
StrongBox Wealth
Missouri
$2.03M +$686K +1,428 +51%
WR
1567
WD Rutherford
Oregon
$2.01M -$72.1K -150 -3%
TSWM
1568
Triangle Securities Wealth Management
North Carolina
$2.01M -$28.8K -60 -1%
OA
1569
Oak Associates
Ohio
$2M
CGA
1570
Crescent Grove Advisors
Illinois
$1.99M -$42.8K -89 -2%
FFG
1571
Frisch Financial Group
New York
$1.99M -$128K -266 -6%
SCI
1572
Stableford Capital II
Arizona
$1.99M +$1.99M +3,953 New
SCM
1573
Stevens Capital Management
Pennsylvania
$1.99M +$601K +1,251 +43%
SAM
1574
Sabadell Asset Management
Spain
$1.99M
LM
1575
Lincluden Management
Ontario, Canada
$1.98M +$1.98M +4,126 New