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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 %
SW
1601
SteelPeak Wealth
California
$1.9M +$668K +1,390 +54%
FBFS
1602
First Business Financial Services
Wisconsin
$1.89M +$3.85K +8 +0.2%
CCA
1603
Cobblestone Capital Advisors
New York
$1.89M
LMKC
1604
L.M. Kohn & Company
Ohio
$1.89M +$514K +1,069 +37%
RW
1605
Rede Wealth
Virginia
$1.88M +$961 +2 +0.1%
RIL
1606
Rothschild Investment LLC
Illinois
$1.88M +$427K +888 +29%
9WM
1607
9258 Wealth Management
Ohio
$1.88M +$120K +249 +7%
KA
1608
Kozak & Associates
Colorado
$1.86M +$4.78K +10 +0.3%
AIM
1609
AMI Investment Management
Indiana
$1.86M -$16.3K -34 -0.9%
MFG
1610
Menard Financial Group
Texas
$1.85M -$135K -280 -7%
DA
1611
Doliver Advisors
Texas
$1.85M +$230K +479 +14%
JCM
1612
Jag Capital Management
Missouri
$1.85M -$1.09M -2,271 -37%
HCM
1613
Highview Capital Management
Illinois
$1.85M +$961 +2 +0.1%
MA
1614
MONECO Advisors
Connecticut
$1.84M +$8.65K +18 +0.5%
LWCFA
1615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.84M +$197K +409 +12%
FCA
1616
FinTrust Capital Advisors
South Carolina
$1.84M
HCM
1617
HMS Capital Management
Tennessee
$1.84M -$481 -1 -0%
FWA
1618
FSM Wealth Advisors
Ohio
$1.83M +$142K +307 +8%
RBC
1619
Romano Brothers & Co
Illinois
$1.83M +$17.8K +37 +1%
CIAS
1620
Capital Investment Advisory Services
North Carolina
$1.83M +$48.5K +101 +3%
SIA
1621
Strategic Investment Advisors
Michigan
$1.82M +$24K +50 +1%
MFA
1622
Mayflower Financial Advisors
Massachusetts
$1.82M +$47.6K +99 +3%
SMC
1623
Smith, Moore & Co
Missouri
$1.82M -$50.5K -105 -3%
AI
1624
AXS Investments
New York
$1.82M +$124K +258 +7%
AIM
1625
AHL Investment Management
Florida
$1.82M +$15.4K +32 +0.9%