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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 %
SOS
1876
Silver Oak Securities
Tennessee
$1.24M +$336K +700 +37%
RWA
1877
Ropes Wealth Advisors
Massachusetts
$1.23M +$138K +288 +13%
VCM
1878
Vivaldi Capital Management
Illinois
$1.23M +$76.9K +160 +7%
BOPW
1879
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$8.17K -17 -0.7%
EHC
1880
Everett Harris & Co
California
$1.23M +$245K +509 +25%
PFBT
1881
Parkside Financial Bank & Trust
Missouri
$1.23M +$11.1K +23 +0.9%
IIC
1882
Ironwood Investment Counsel
Arizona
$1.22M -$63K -131 -5%
AWA
1883
Aaron Wealth Advisors
Illinois
$1.22M +$61K +127 +5%
MC
1884
Machina Capital
France
$1.22M +$1.2M +2,495 +7,338%
CIC
1885
Crawford Investment Counsel
Georgia
$1.21M -$197K -410 -14%
CF
1886
Clarity Financial
Texas
$1.21M +$183K +381 +18%
WBCM
1887
Wilson & Boucher Capital Management
California
$1.21M -$19.2K -40 -2%
FCM
1888
Fourpath Capital Management
Oklahoma
$1.21M -$67.3K -140 -5%
HFA
1889
Harbert Fund Advisors
Alabama
$1.2M -$721K -1,500 -38%
MA
1890
MCF Advisors
Kentucky
$1.2M +$101K +210 +9%
XS
1891
XR Securities
Illinois
$1.2M -$550K -1,144 -31%
CFLC
1892
California First Leasing Corp
California
$1.2M
PMFA
1893
Plante Moran Financial Advisors
Michigan
$1.19M +$143K +297 +14%
C
1894
Certuity
Florida
$1.19M -$4.81K -10 -0.4%
CHP
1895
Cable Hill Partners
Oregon
$1.19M -$66.3K -138 -5%
FCM
1896
Fortis Capital Management
Washington
$1.19M +$61.5K +128 +5%
KCM
1897
KRS Capital Management
Michigan
$1.18M +$18.3K +38 +2%
CMS
1898
Capital Market Strategies
Florida
$1.18M +$1.18M +2,461 New
BFS
1899
Bard Financial Services
Connecticut
$1.18M
CBT
1900
CoreFirst Bank & Trust
Kansas
$1.18M -$115K -239 -9%