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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 %
TPM
1826
Triasima Portfolio Management
Quebec, Canada
$1.31M -$2.79M -4,380 -68%
MW
1827
MBL Wealth
North Carolina
$1.31M -$2.88K -6 -0.2%
AJ
1828
Ashburton (Jersey)
Jersey
$1.31M -$406K -845 -24%
EIP
1829
Ellis Investment Partners
Pennsylvania
$1.31M +$33.2K +69 +3%
CPIG
1830
Chicago Partners Investment Group
Illinois
$1.31M -$239K -473 -15%
BCM
1831
BlueCrest Capital Management
Jersey
$1.3M +$1.3M +2,715 New
AWA
1832
Aletheian Wealth Advisors
Washington
$1.3M +$964K +2,006 +286%
BHIC
1833
Bassett Hargrove Investment Counsel
Delaware
$1.3M +$13.2K +25 +1%
D
1834
Diversified
Delaware
$1.3M -$19.2K -40 -1%
CC
1835
Codex Capital
New York
$1.3M
SJIM
1836
St. Johns Investment Management
Florida
$1.3M +$66.3K +138 +5%
BFG
1837
Beacon Financial Group
Texas
$1.3M -$99.1K -208 -7%
CSB
1838
City State Bank
Iowa
$1.3M +$25K +52 +2%
KFG
1839
Kingdom Financial Group
Arizona
$1.3M +$1.3M +2,695 New
GPA
1840
Garrison Point Advisors
California
$1.29M -$36K -75 -3%
BOS
1841
Bank of Stockton
California
$1.29M +$10.6K +22 +0.8%
PIA
1842
Perennial Investment Advisors
California
$1.29M +$7.21K +15 +0.6%
EWM
1843
Endurance Wealth Management
Rhode Island
$1.29M
HFG
1844
Heron Financial Group
New York
$1.29M -$481 -1 -0%
GA
1845
GraniteShares Advisors
New York
$1.29M -$44.7K -93 -3%
TCWM
1846
Total Clarity Wealth Management
Illinois
$1.29M -$28.4K -59 -2%
MWPCG
1847
Measured Wealth Private Client Group
New Hampshire
$1.28M -$2.88K -6 -0.2%
TPW
1848
Transatlantique Private Wealth
New York
$1.28M +$34.1K +71 +3%
CIM
1849
Caldwell Investment Management
Ontario, Canada
$1.28M
ACA
1850
Atlas Capital Advisors
Wyoming
$1.28M