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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 %
MTIC
1926
Missouri Trust & Investment Company
Missouri
$1.14M +$4.81K +10 +0.4%
PWM
1927
Prentice Wealth Management
New York
$1.14M +$64.4K +134 +6%
BA
1928
Bluesphere Advisors
Pennsylvania
$1.13M +$70.7K +147 +7%
OFS
1929
OneAscent Financial Services
Alabama
$1.13M +$193K +401 +21%
RP
1930
Riverwater Partners
Wisconsin
$1.13M -$28.8K -60 -2%
FCA
1931
FLC Capital Advisors
California
$1.13M
CWA
1932
Cornerstone Wealth Advisors
Minnesota
$1.13M
SC
1933
Saturna Capital
Washington
$1.13M +$61.5K +128 +6%
HCM
1934
Hodges Capital Management
Texas
$1.12M -$1.19M -3,714 Closed
CIA
1935
Cladis Investment Advisory
Montana
$1.12M
NRWA
1936
North Ridge Wealth Advisors
Oregon
$1.12M
LAIC
1937
Lederer & Associates Investment Counsel
California
$1.12M +$107K +223 +11%
AAIM
1938
Asset Advisors Investment Management
Georgia
$1.12M
UCI
1939
Uncommon Cents Investing
Wisconsin
$1.11M
TGAM
1940
TBH Global Asset Management
Tennessee
$1.11M +$332K +691 +43%
JGCM
1941
Joseph Group Capital Management
Ohio
$1.11M +$168K +349 +18%
CTC
1942
Corundum Trust Company
South Dakota
$1.11M +$1.11M +2,305 New
ESB
1943
Essex Savings Bank
Connecticut
$1.11M -$22.1K -46 -2%
HBT
1944
Heartland Bank & Trust
Illinois
$1.1M -$85.1K -177 -7%
SIAG
1945
Safeguard Investment Advisory Group
California
$1.1M +$33.2K +69 +3%
WAAG
1946
Wealth Alliance Advisory Group
Kansas
$1.09M -$90.4K -188 -8%
ECU
1947
Eisler Capital (US)
New York
$1.09M +$216K +450 +25%
ACM
1948
Allred Capital Management
Texas
$1.09M -$11.5K -24 -1%
PNC
1949
Park National Corp
Ohio
$1.09M +$21.1K +44 +2%
SOW
1950
State of Wyoming
Wyoming
$1.09M +$526K +1,095 +94%