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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 %
CBFP
1726
Cedar Brook Financial Partners
Ohio
$1.53M -$11.1K -23 -0.7%
FNWM
1727
Financial Network Wealth Management
Utah
$1.53M
CFS
1728
CRA Financial Services
New Jersey
$1.53M +$17.3K +36 +1%
IFWM
1729
Institute for Wealth Management
Colorado
$1.53M +$37.5K +78 +3%
JGGDR
1730
JGP Global Gestao de Recursos
Brazil
$1.52M +$603K +1,255 +66%
HI
1731
Humankind Investments
New York
$1.52M +$131K +272 +9%
SSWM
1732
Smith Salley Wealth Management
North Carolina
$1.52M +$59.6K +124 +4%
SRSA
1733
S.R. Schill & Associates
Washington
$1.52M +$1.44K +3 +0.1%
BP
1734
BBR Partners
New York
$1.52M -$20.7K -43 -1%
JSW
1735
Journey Strategic Wealth
New Jersey
$1.51M -$11.1K -23 -0.7%
SIC
1736
Sterling Investment Counsel
New York
$1.51M +$55.3K +115 +4%
EI
1737
Ellevest Inc
New York
$1.51M +$137K +284 +10%
IF
1738
Intrua Financial
Texas
$1.5M -$24.5K -51 -2%
MSFS
1739
Main Street Financial Solutions
Pennsylvania
$1.5M +$86.5K +180 +6%
MFC
1740
Mechanics Financial Corp
Ohio
$1.5M -$8.65K -18 -0.6%
BEI
1741
Benjamin Edwards Inc
Missouri
$1.5M -$46.1K -96 -3%
NWM
1742
NEIRG Wealth Management
Massachusetts
$1.49M -$6.25K -13 -0.4%
SIC
1743
Samalin Investment Counsel
New York
$1.48M +$91.3K +190 +7%
WC
1744
Westhampton Capital
North Carolina
$1.48M +$238K +495 +19%
MFA
1745
Millington Financial Advisors
Illinois
$1.48M -$14.9K -31 -1%
CC
1746
Commons Capital
Massachusetts
$1.47M +$56.2K +117 +4%
BAMG
1747
Brand Asset Management Group
Missouri
$1.47M +$481 +1 +0%
VRM
1748
Vectors Research Management
New York
$1.47M +$15.4K +32 +1%
SMA
1749
Sage Mountain Advisors
Georgia
$1.47M +$98.5K +205 +7%
YC
1750
Yarbrough Capital
Tennessee
$1.46M