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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 %
CAM
1701
CenterStar Asset Management
Illinois
$1.59M +$1.59M +3,306 New
JCM
1702
Jacobi Capital Management
Pennsylvania
$1.59M +$144K +299 +10%
CPR
1703
CSU Producer Resources
Ohio
$1.59M
PA
1704
Prossimo Advisors
California
$1.58M +$12K +25 +0.8%
HAIM
1705
Hunter Associates Investment Management
Pennsylvania
$1.58M -$6.73K -14 -0.4%
TWI
1706
Thomas White International
Illinois
$1.58M
TCOT
1707
Trust Company of Toledo
Ohio
$1.57M +$95.2K +198 +6%
BWM
1708
BCGM Wealth Management
Indiana
$1.57M +$107K +222 +7%
EWM
1709
Evermay Wealth Management
Virginia
$1.57M -$53.8K -112 -3%
PP
1710
Paloma Partners
Connecticut
$1.57M +$1.57M +3,270 New
SI
1711
Shaker Investments
Ohio
$1.57M -$481 -1 -0%
LF
1712
Lee Financial
Texas
$1.57M +$7.21K +15 +0.5%
GSEP
1713
Golden State Equity Partners
California
$1.57M +$717K +1,492 +84%
LIA
1714
LS Investment Advisors
Michigan
$1.56M +$54.3K +113 +4%
IAS
1715
Investment Advisory Services
Texas
$1.56M +$13.5K +28 +0.9%
CCG
1716
Ceeto Capital Group
Florida
$1.55M
CCM
1717
CAAS Capital Management
New York
$1.55M +$1.55M +3,220 New
CFM
1718
Capricorn Fund Managers
United Kingdom
$1.54M -$1.39M -2,900 -48%
BIC
1719
Beach Investment Counsel
Pennsylvania
$1.54M -$73.1K -152 -5%
PWM
1720
Paulson Wealth Management
Illinois
$1.54M +$392K +816 +34%
CFP
1721
Catalyst Financial Partners
Massachusetts
$1.53M +$138K +287 +10%
WAP
1722
Wealthcare Advisory Partners
Pennsylvania
$1.53M -$65.4K -136 -4%
BWM
1723
BigSur Wealth Management
Florida
$1.53M -$14.4K -30 -0.9%
SWM
1724
SeaCrest Wealth Management
New York
$1.53M -$24.5K -51 -2%
PIA
1725
Pinion Investment Advisors
Kansas
$1.53M +$388K +808 +34%