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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 %
MPCL
2026
My Personal CFO LLC
Washington
$930K -$3.36K -7 -0.4%
SC
2027
Soundwatch Capital
Connecticut
$928K +$43K +88 +5%
ICM
2028
Islay Capital Management
Texas
$926K
LTAS
2029
Linden Thomas Advisory Services
North Carolina
$926K +$56.7K +118 +7%
BCP
2030
Berkeley Capital Partners
Georgia
$925K -$21.1K -44 -2%
APG
2031
Abacus Planning Group
South Carolina
$924K +$2.88K +6 +0.3%
GC
2032
Garde Capital
Washington
$922K +$480K +1,000 +109%
CFG
2033
Cooper Financial Group
California
$921K +$184K +382 +25%
AA
2034
Advisory Alpha
Michigan
$920K +$194K +403 +27%
JF
2035
JSF Financial
California
$919K -$40.4K -84 -4%
SI
2036
Saxon Interests
Texas
$918K +$2.4K +5 +0.3%
VWMG
2037
Virginia Wealth Management Group
Virginia
$916K -$5.77K -12 -0.6%
PFA
2038
Professional Financial Advisors
Nebraska
$916K -$160K -333 -15%
CG
2039
Clarus Group
Texas
$916K +$417K +867 +84%
CSC
2040
Caldwell Sutter Capital
California
$912K +$307K +638 +51%
AA
2041
Argent Advisors
Louisiana
$910K +$48.5K +101 +6%
BWA
2042
Blodgett Wealth Advisors
California
$909K
AT
2043
Avalon Trust
New Mexico
$907K
PFG
2044
Prosperity Financial Group
California
$906K +$41.8K +87 +5%
AFP
2045
Ausdal Financial Partners
Iowa
$905K -$104K -217 -10%
RPWA
2046
Regent Peak Wealth Advisors
Georgia
$905K -$31.2K -65 -3%
CIP
2047
Convergence Investment Partners
Florida
$903K -$36K -75 -4%
SWP
2048
Semus Wealth Partners
Florida
$901K +$236K +490 +35%
PIM
2049
Profit Investment Management
Maryland
$898K -$13K -27 -1%
CM
2050
Capula Management
Cayman Islands
$897K -$3.07M -6,396 -77%