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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 %
PFC
2076
Phocas Financial Corp
California
$868K +$40.9K +85 +5%
FA
2077
Faithward Advisors
Pennsylvania
$866K +$112K +221 +15%
AMG
2078
Asset Management Group
Connecticut
$863K +$29.3K +61 +4%
IP
2079
Ignite Planners
California
$862K -$134K -291 -13%
RCM
2080
Riverpark Capital Management
New York
$862K +$352K +732 +69%
DA
2081
DCM Advisors
New York
$862K +$122K +253 +16%
SAS
2082
Stelac Advisory Services
New York
$861K -$64.4K -134 -7%
WPC
2083
White Pine Capital
Minnesota
$860K +$200K +417 +30%
AWM
2084
Angeles Wealth Management
California
$860K -$128K -266 -13%
CWM
2085
Cornerstone Wealth Management
Missouri
$859K +$103K +214 +14%
IW
2086
Imprint Wealth
South Carolina
$857K +$230K +460 +37%
WA
2087
WealthTrust Axiom
Pennsylvania
$856K +$12K +25 +1%
OHWP
2088
Oak Harbor Wealth Partners
North Carolina
$856K -$17.8K -37 -2%
CC
2089
Cannell & Co
New York
$856K
SPW
2090
Sonoma Private Wealth
California
$854K -$8.65K -18 -1%
FAG
2091
Fortitude Advisory Group
Washington
$853K -$6.73K -14 -0.8%
CAWM
2092
Capital Advisors Wealth Management
Washington
$852K +$64.9K +135 +8%
SWP
2093
Summit Wealth Partners
Florida
$850K -$332K -691 -28%
GAM
2094
Gould Asset Management
California
$850K -$60.1K -125 -7%
LCGC
2095
Legacy Capital Group California
California
$849K +$19.7K +41 +2%
BCG
2096
Breakwater Capital Group
New Jersey
$848K +$31.7K +66 +4%
CNB
2097
Camden National Bank
Maine
$846K +$57.7K +120 +7%
KWA
2098
Kellett Wealth Advisors
Ohio
$846K
CD
2099
Chapin Davis
Maryland
$845K +$13.5K +28 +2%
DI
2100
DAGCO Inc
Ohio
$844K -$19.2K -40 -2%