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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 %
EAM
1951
EdenTree Asset Management
United Kingdom
$1.08M +$1.08M +2,250 New
SW
1952
SkyOak Wealth
Michigan
$1.08M +$74.5K +155 +7%
GWS
1953
Glassman Wealth Services
Virginia
$1.07M -$27.4K -57 -2%
QPW
1954
Quantum Private Wealth
Florida
$1.07M +$13.9K +29 +1%
WAM
1955
WealthTrust Asset Management
Florida
$1.07M -$379K -789 -26%
6F
1956
626 Financial
Michigan
$1.07M -$203K -422 -16%
BAG
1957
Briggs Advisory Group
Rhode Island
$1.07M +$26K +54 +2%
MMM
1958
Mendel Money Management
Illinois
$1.07M +$56.2K +117 +6%
AT
1959
Arvest Trust
Oklahoma
$1.06M -$26.8K -53 -2%
CB
1960
CNB Bank
Pennsylvania
$1.06M +$62K +129 +6%
FP
1961
Fiduciary Planning
Florida
$1.06M +$16.3K +34 +2%
MCCA
1962
Mill Creek Capital Advisors
Pennsylvania
$1.06M +$260K +540 +32%
PFGIA
1963
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$62.5K +130 +6%
MBT
1964
Montecito Bank & Trust
California
$1.05M +$4.81K +10 +0.5%
VBFP
1965
Valtinson Bruner Financial Planning
Minnesota
$1.05M -$54.8K -114 -5%
AAG
1966
Armstrong Advisory Group
Massachusetts
$1.05M
SFG
1967
Snider Financial Group
Washington
$1.05M +$1.05M +2,186 New
FC
1968
Forte Capital
New York
$1.05M -$2.4K -5 -0.2%
EP
1969
EPIQ Partners
Minnesota
$1.05M
PWM
1970
PBMares Wealth Management
Virginia
$1.04M
AFG
1971
ABLE Financial Group
Arizona
$1.04M +$272K +565 +35%
OWA
1972
One Wealth Advisors
California
$1.04M -$13.9K -29 -1%
CA
1973
Centerpoint Advisors
Massachusetts
$1.03M -$45.2K -94 -4%
WCM
1974
Wallace Capital Management
Texas
$1.03M +$1.03M +2,150 New
CAMV
1975
Concord Asset Management (Virginia)
Virginia
$1.03M +$174K +362 +20%