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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 %
TCM
1801
Tandem Capital Management
New Jersey
$1.35M
GA
1802
GoalVest Advisory
New York
$1.35M +$137K +286 +11%
DWM
1803
Drive Wealth Management
Utah
$1.35M +$15.4K +32 +1%
ACM
1804
Absolute Capital Management
Pennsylvania
$1.35M
CWC
1805
Carolinas Wealth Consulting
North Carolina
$1.35M -$123K -256 -8%
CFCI
1806
Comprehensive Financial Consultants Institutional
Indiana
$1.35M +$32.9K +68 +3%
BIM
1807
Baldwin Investment Management
Pennsylvania
$1.35M +$183K +380 +16%
ATC
1808
Adirondack Trust Company
New York
$1.35M -$142K -281 -10%
MCI
1809
MRP Capital Investments
Georgia
$1.35M -$411K -855 -23%
PCM
1810
Pennsylvania Capital Management
Pennsylvania
$1.34M +$5.77K +12 +0.4%
KPWG
1811
KFA Private Wealth Group
Virginia
$1.34M +$88.4K +184 +7%
LOIP
1812
Live Oak Investment Partners
Texas
$1.34M -$1.27M
CB
1813
Cadence Bank
Mississippi
$1.34M +$12.5K +26 +0.9%
LFDLE
1814
La Financiere de L'Echiquier
France
$1.34M -$84.9M -176,613 -98%
VLC
1815
Van Leeuwen & Company
New Jersey
$1.34M +$84.6K +177 +7%
SFWA
1816
Summit Financial Wealth Advisors
Louisiana
$1.33M +$5.77K +12 +0.4%
PFA
1817
Pure Financial Advisors
California
$1.33M +$3.85K +8 +0.3%
BFA
1818
Buttonwood Financial Advisors
Maryland
$1.33M +$233K +484 +21%
CG
1819
Corundum Group
Colorado
$1.33M -$306K -637 -19%
AMCA
1820
Arthur M. Cohen & Associates
Illinois
$1.33M +$28.8K +60 +2%
OHWA
1821
Oak Hill Wealth Advisors
Virginia
$1.32M +$4.33K +9 +0.3%
CA
1822
Cornerstone Advisory
Maryland
$1.32M -$6.73K -14 -0.5%
MFP
1823
Meridian Financial Partners
Virginia
$1.32M +$77.2K +153 +6%
BTI
1824
Blue Trust Inc
Georgia
$1.32M -$2.25M -4,757 -63%
CP
1825
Covenant Partners
Tennessee
$1.31M -$59.6K -124 -4%