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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 %
DWM
2001
Destination Wealth Management
California
$984K -$1.46M -3,037 -60%
KFGK
2002
Keystone Financial Group (Kentucky)
Kentucky
$983K +$983K +2,044 New
MAM
2003
McLean Asset Management
Virginia
$981K +$9.13K +19 +0.9%
ES
2004
Eagle Strategies
New York
$978K +$5.77K +12 +0.6%
FCAG
2005
First Capital Advisors Group
New Jersey
$973K -$13K -27 -1%
RWPA
2006
Richard W. Paul & Associates
Michigan
$972K +$29.3K +61 +3%
TYCC
2007
Texas Yale Capital Corp
Florida
$968K +$24K +50 +3%
ETIA
2008
Epic Trust Investment Advisors
Washington
$966K -$283K -588 -23%
SFB
2009
STAR Financial Bank
Indiana
$963K +$2.88K +6 +0.3%
SI
2010
Symmetry Investments
Jersey
$961K -$577K -1,200 -38%
FFWA
2011
FRG Family Wealth Advisors
Washington
$956K +$14.4K +30 +2%
AMM
2012
American Money Management
California
$954K
ECM
2013
ExodusPoint Capital Management
New York
$953K -$2.03M -4,232 -68%
WW
2014
Waterfront Wealth
Kansas
$952K +$134K +263 +16%
PCM
2015
Presidio Capital Management
California
$950K
PP
2016
Patron Partners
Texas
$950K +$40.4K +84 +4%
DEM
2017
Disciplined Equity Management
Florida
$949K -$7.21K -15 -0.8%
EWM
2018
Evergreen Wealth Management
Michigan
$948K +$116K +242 +14%
OP
2019
ORG Partners
Indiana
$943K +$943K +1,969 New
PWM
2020
Palumbo Wealth Management
New York
$941K +$941K +1,957 New
KFA
2021
Kelleher Financial Advisors
New York
$938K -$11.1K -23 -1%
IWA
2022
IVC Wealth Advisors
Pennsylvania
$934K +$19.2K +40 +2%
BC
2023
Bowman & Company
Wisconsin
$933K +$25.1K +52 +3%
AC
2024
ASB Consultores
Florida
$931K +$481 +1 +0.1%
IGWM
2025
ICA Group Wealth Management
Colorado
$931K -$701K -1,459 -43%