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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 %
AAP
2126
Arax Advisory Partners
Colorado
$805K +$29.3K +61 +4%
SFG
2127
Steward Financial Group
Texas
$803K +$4.8K +10 +0.6%
IIA
2128
ICW Investment Advisors
Arizona
$802K +$52.9K +110 +7%
HIIFS
2129
Harel Insurance Investments & Financial Services
Israel
$801K +$551K +1,155 +220%
GAA
2130
Global Assets Advisory
Florida
$801K -$2.4K -5 -0.3%
WCM
2131
WealthBridge Capital Management
Ohio
$800K +$29.8K +62 +4%
TNBTD
2132
Trustmark National Bank Trust Department
Mississippi
$798K -$443K -921 -36%
SC
2133
Steph & Co
Wisconsin
$798K +$2.88K +6 +0.4%
AIC
2134
Argus Investors Counsel
New York
$798K -$5.29K -11 -0.7%
TFA
2135
Teamwork Financial Advisors
Texas
$797K -$1.24M -2,586 -61%
OPWM
2136
Oxinas Partners Wealth Management
Indiana
$797K -$9.62K -20 -1%
KLCM
2137
KG&L Capital Management
Louisiana
$795K -$96.1K -200 -11%
OIS
2138
Okabena Investment Services
Minnesota
$794K +$772K +1,607 +3,493%
TFA
2139
Triad Financial Advisors
North Carolina
$793K -$19.2K -40 -2%
CC
2140
Copperleaf Capital
North Carolina
$793K -$277K -576 -26%
TWM
2141
Thrive Wealth Management
Pennsylvania
$793K +$69.2K +144 +10%
WWP
2142
WR Wealth Planners
Missouri
$792K +$32.7K +68 +4%
PPP
2143
Private Portfolio Partners
New Jersey
$791K -$40.4K -84 -5%
GTAM
2144
Global Trust Asset Management
Florida
$789K
HIM
2145
Hillsdale Investment Management
Ontario, Canada
$787K +$9.61K +20 +1%
MAM
2146
Marotta Asset Management
Virginia
$785K +$785K +1,634 New
CBNLCF
2147
Cognios Beta Neutral Large Cap Fund
Kansas
$783K -$146K -304 -16%
FNBSF
2148
First National Bank Sioux Falls
South Dakota
$781K
WP
2149
WMS Partners
Maryland
$780K -$14.9K -31 -2%
FPCP
2150
Fort Point Capital Partners
California
$776K -$30.3K -63 -4%