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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 %
CG
1626
Cynosure Group
Utah
$1.81M +$1.81M +3,761 New
HCCM
1627
Hudson Canyon Capital Management
New York
$1.8M -$55.3K -115 -3%
SC
1628
Sierra Capital
Florida
$1.8M
EWM
1629
Empirical Wealth Management
Washington
$1.8M -$153K -318 -8%
RCM
1630
Radnor Capital Management
Pennsylvania
$1.8M +$1.8M +3,734 New
BCA
1631
Bay Colony Advisors
Massachusetts
$1.79M +$159K +331 +10%
AWA
1632
Alta Wealth Advisors
Massachusetts
$1.79M -$33.2K -69 -2%
ARMT
1633
Amica Retiree Medical Trust
Rhode Island
$1.78M -$114K -237 -6%
FA
1634
Fagan Associates
New York
$1.78M +$1.29M +2,677 +259%
LJAC
1635
L.J. Altfest & Co
New York
$1.78M +$108K +224 +6%
PCM
1636
Parsons Capital Management
Rhode Island
$1.78M +$100K +209 +6%
BSAM
1637
Blue Square Asset Management
New York
$1.78M +$1.05M +2,175 +142%
MCC
1638
Money Concepts Capital
Florida
$1.78M -$2.33M -4,833 -57%
DFA
1639
Delta Financial Advisors
Louisiana
$1.78M +$298K +619 +20%
DDPIC
1640
Deroy & Devereaux Private Investment Counsel
Michigan
$1.77M +$1.23M +2,564 +229%
HA
1641
Herold Advisors
New York
$1.77M +$132K +275 +8%
AWM
1642
Aries Wealth Management
Maine
$1.76M +$63K +131 +4%
OC
1643
Oakworth Capital
Alabama
$1.76M +$103K +215 +6%
HCM
1644
Hall Capital Management
Rhode Island
$1.76M +$70.2K +146 +4%
WKWM
1645
Walter & Keenan Wealth Management
Indiana
$1.75M +$14.4K +30 +0.8%
KFI
1646
Key Financial Inc
Pennsylvania
$1.75M +$72.6K +151 +4%
CB
1647
Cooke & Bieler
Pennsylvania
$1.75M -$978K -2,035 -36%
KCM
1648
Kathmere Capital Management
Pennsylvania
$1.74M +$384K +799 +28%
BFO
1649
Boston Family Office
Massachusetts
$1.74M +$79.8K +166 +5%
VIM
1650
Vista Investment Management
Pennsylvania
$1.74M +$118K +246 +7%