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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 %
DSA
1851
Droms Strauss Advisors
Missouri
$1.27M -$3.3K -7 -0.3%
KIC
1852
Kensington Investment Counsel
California
$1.27M
GCA
1853
Genesee Capital Advisors
New York
$1.27M -$130K -270 -9%
TAM
1854
Townsend Asset Management
North Carolina
$1.27M +$87.5K +182 +7%
SAM
1855
Strategy Asset Managers
California
$1.27M +$572K +1,190 +82%
AIC
1856
Archer Investment Corporation
Indiana
$1.27M +$241K +502 +23%
NERM
1857
New England Research & Management
Illinois
$1.27M +$52.9K +110 +4%
GWCM
1858
Godshalk Welsh Capital Management
Pennsylvania
$1.27M -$43.3K -90 -3%
FNBOH
1859
First National Bank of Hutchinson
Kansas
$1.27M +$8.65K +18 +0.7%
RTC
1860
Riverview Trust Company
Washington
$1.26M
EWA
1861
EverSource Wealth Advisors
Alabama
$1.26M -$60.6K -126 -5%
AIA
1862
Angeles Investment Advisors
California
$1.26M +$443K +922 +54%
WAG
1863
Wallace Advisory Group
California
$1.26M
IWP
1864
Invenio Wealth Partners
Florida
$1.26M +$1.26M +2,617 New
TF
1865
TLWM Financial
Texas
$1.25M +$17.8K +37 +1%
FI
1866
Financial Insights
Washington
$1.25M +$218K +454 +21%
AWAG
1867
ARS Wealth Advisors Group
Florida
$1.25M +$78.8K +164 +7%
IP
1868
Investment Partners
Ohio
$1.25M +$120K +250 +11%
Financial Engines Advisors
1869
Financial Engines Advisors
California
$1.25M -$481 -1 -0%
WMP
1870
Wealth Management Partners
Arizona
$1.25M +$74.5K +155 +6%
FFA
1871
Fairfield Financial Advisors
Massachusetts
$1.25M +$548K +1,140 +78%
GWM
1872
Gitterman Wealth Management
New Jersey
$1.25M -$199K -414 -14%
SIG
1873
Sargent Investment Group
Maryland
$1.25M +$139K +289 +13%
AR
1874
Apeiron RIA
Texas
$1.24M +$4.33K +9 +0.3%
MWM
1875
MinichMacGregor Wealth Management
New York
$1.24M -$43.7K -91 -3%