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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 %
1W
2051
1776 Wealth
Georgia
$897K -$48.5K -101 -5%
CAM
2052
Campion Asset Management
Virginia
$894K -$4.81K -10 -0.5%
KOCAA
2053
Knights of Columbus Asset Advisors
Connecticut
$893K +$22.6K +47 +3%
CRI
2054
Colonial River Investments
Virginia
$887K -$183K -380 -17%
GHA
2055
GW Henssler & Associates
Georgia
$887K -$20.2K -42 -2%
BWP
2056
BSW Wealth Partners
Colorado
$885K +$18.3K +38 +2%
WFC
2057
Western Financial Corp
California
$885K -$6.73K -14 -0.8%
TIA
2058
Tandem Investment Advisors
South Carolina
$882K -$50K -104 -5%
NB
2059
Northwest Bancshares
Pennsylvania
$881K +$22.6K +47 +3%
SW
2060
SMART Wealth
Nebraska
$880K -$14.9K -31 -2%
AWS
2061
Aspen Wealth Strategies
Colorado
$879K +$18.7K +39 +2%
MWC
2062
MBM Wealth Consultants
Missouri
$879K +$103K +228 +13%
VSQM
2063
V-Square Quantitative Management
Illinois
$877K +$877K +1,825 New
FSA
2064
Franklin Street Advisors
North Carolina
$877K
PAG
2065
Paladin Advisory Group
Iowa
$875K
YDMI
2066
Y.D. More Investments
Israel
$875K +$263K +548 +43%
AFT
2067
Alpha Family Trust
California
$875K -$45.7K -95 -5%
RCA
2068
Resonant Capital Advisors
Wisconsin
$874K +$35.1K +73 +4%
CPC
2069
Cookson Peirce & Co
Pennsylvania
$872K -$14.2M -29,507 -94%
WPA
2070
West Paces Advisors
Georgia
$870K +$1.44K +3 +0.2%
FPA
2071
First Pacific Advisors
California
$870K +$144K +300 +20%
MFWP
2072
Mosaic Family Wealth Partners
Missouri
$869K -$1.44K -3 -0.2%
RWS
2073
Resolute Wealth Strategies
Mississippi
$869K +$20.7K +43 +2%
FPF
2074
First Pacific Financial
Washington
$869K -$961 -2 -0.1%
CFO
2075
Callan Family Office
Pennsylvania
$868K -$1.22M -2,539 -58%