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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 %
PWP
1901
Phillips Wealth Planners
Mississippi
$1.18M -$172K -358 -13%
VF
1902
Vista Finance
Missouri
$1.18M -$15.4K -32 -1%
SPWG
1903
Syntegra Private Wealth Group
Missouri
$1.18M +$139K +289 +13%
SOAMC
1904
Spirit of America Management Corp
New York
$1.18M
KWM
1905
Kolinsky Wealth Management
New Jersey
$1.18M -$36.7K -77 -3%
WC
1906
Waterloo Capital
Texas
$1.18M -$105K -218 -8%
WMA
1907
West Michigan Advisors
Michigan
$1.18M -$95.2K -198 -7%
WIM
1908
Westside Investment Management
California
$1.17M +$17.8K +37 +2%
WWM
1909
WT Wealth Management
Arizona
$1.17M -$33.6K -70 -3%
NB
1910
Nicolet Bankshares
Wisconsin
$1.17M +$65.4K +136 +6%
SAM
1911
Secure Asset Management
Michigan
$1.17M +$57.2K +119 +5%
SWM
1912
Sendero Wealth Management
Texas
$1.17M -$1.81M -3,773 -61%
PMA
1913
Prudent Man Advisors
Illinois
$1.17M -$23.6K -49 -2%
EFL
1914
ERn Financial LLC
Wisconsin
$1.17M +$16.3K +34 +1%
MTC
1915
McDaniel Terry & Co
Texas
$1.17M +$156K +325 +15%
DBT
1916
Dubuque Bank & Trust
Iowa
$1.17M +$35.6K +74 +3%
CWP
1917
CFM Wealth Partners
Texas
$1.16M -$27.4K -57 -2%
WAM
1918
Weinberger Asset Management
California
$1.16M -$4.33K -9 -0.4%
CFO
1919
CVA Family Office
Colorado
$1.16M +$184K +383 +19%
AA
1920
Alta Advisers
United Kingdom
$1.15M
FCFC
1921
First Commonwealth Financial Corp
Pennsylvania
$1.15M +$45.7K +95 +4%
NHC
1922
Nicholas Hoffman & Company
Georgia
$1.15M -$119K -247 -9%
SHFA
1923
SC&H Financial Advisors
Maryland
$1.15M -$1.92K -4 -0.2%
PAM
1924
Peak Asset Management
Colorado
$1.14M -$7.21K -15 -0.6%
MCM
1925
Monument Capital Management
Virginia
$1.14M +$329K +685 +40%