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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 %
GFA
1976
Gallagher Fiduciary Advisors
Illinois
$1.03M -$95.8K -199 -8%
FOA
1977
Five Oceans Advisors
California
$1.03M +$62.5K +130 +6%
AAM
1978
Alphadyne Asset Management
New York
$1.03M +$1.03M +2,144 New
MS
1979
Maven Securities
Jersey
$1.03M +$1.03M +2,139 New
EWS
1980
Evergreen Wealth Solutions
Pennsylvania
$1.03M -$21.1K -44 -2%
SFG
1981
Sovereign Financial Group
Connecticut
$1.02M +$52.4K +109 +5%
SAM
1982
Sompo Asset Management
Japan
$1.02M +$33.6K +70 +3%
WMA
1983
Wealth Management Associates
New Jersey
$1.02M -$19.2K -40 -2%
CGFA
1984
Colton Groome Financial Advisors
North Carolina
$1.02M +$117K +244 +13%
TAM
1985
Titleist Asset Management
Texas
$1.01M +$258K +537 +34%
CST
1986
Charles Schwab Trust
Nevada
$1.01M -$974 -2 -0.1%
PB
1987
Pinnacle Bancorp
Nebraska
$1.01M -$13.9K -29 -1%
DCM
1988
DGS Capital Management
New Jersey
$1.01M +$138K +288 +16%
THWM
1989
Taylor Hoffman Wealth Management
Virginia
$1.01M
CPA
1990
Cardiff Park Advisors
California
$1.01M +$101K +210 +11%
SQA
1991
Simon Quick Advisors
New Jersey
$998K +$117K +244 +13%
CYG
1992
Clean Yield Group
Vermont
$996K
LIG
1993
Lokken Investment Group
Delaware
$996K +$31.7K +66 +3%
CRWM
1994
Castle Rock Wealth Management
California
$994K +$131K +278 +15%
SIA
1995
SkyView Investment Advisors
New Jersey
$993K -$1.26M -2,631 -56%
DS
1996
DRW Securities
Illinois
$989K -$973K -2,024 -50%
WCM
1997
Washington Capital Management
Washington
$987K -$262K -545 -21%
Harris Associates
1998
Harris Associates
Illinois
$987K -$48.1K -100 -5%
RFG
1999
RFP Financial Group
Georgia
$987K +$808K +1,682 +451%
RWM
2000
RKL Wealth Management
Pennsylvania
$986K -$141K -294 -13%