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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 %
CPRC
2176
Consolidated Portfolio Review Corp
New York
$739K +$11.1K +23 +2%
FPWM
2177
FSB Premier Wealth Management
Iowa
$737K -$2.4K -5 -0.3%
QFA
2178
Quantum Financial Advisors
California
$735K
EA
2179
Eudaimonia Advisors
Tennessee
$731K -$44.2K -92 -6%
SIM
2180
SSI Investment Management
California
$729K -$132K -275 -15%
JCM
2181
Jacobsen Capital Management
Utah
$729K +$9.13K +19 +1%
ACP
2182
Arcus Capital Partners
Georgia
$728K +$12K +25 +2%
BFIM
2183
Beese Fulmer Investment Management
Ohio
$727K -$54.3K -113 -7%
APC
2184
Aspire Private Capital
North Carolina
$726K +$16.8K +35 +2%
DIP
2185
DT Investment Partners
Pennsylvania
$725K
VP
2186
Verum Partners
North Carolina
$724K +$189K +394 +35%
IA
2187
Insight Advisors
Pennsylvania
$724K -$961 -2 -0.1%
DFG
2188
Delta Financial Group
New Jersey
$723K +$329K +683 +83%
SSG
2189
Summit Securities Group
New York
$723K +$429K +893 +146%
SB
2190
Sunflower Bank
Texas
$723K +$16.3K +34 +2%
WAM
2191
Walker Asset Management
Missouri
$721K +$2.4K +5 +0.3%
MUAMU
2192
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$721K -$1.2M -2,500 -63%
TCM
2193
Traynor Capital Management
Pennsylvania
$718K -$51.9K -108 -7%
LA
2194
LVW Advisors
New York
$717K -$422K -877 -37%
JGIA
2195
Jackson Grant Investment Advisers
Connecticut
$717K -$284K -591 -28%
ISWM
2196
Independent Solutions Wealth Management
New York
$715K -$39.9K -83 -5%
CIAS
2197
CFS Investment Advisory Services
New Jersey
$715K -$53.3K -111 -7%
NRC
2198
New Republic Capital
North Carolina
$713K +$62K +129 +10%
ICP
2199
Interchange Capital Partners
Pennsylvania
$712K -$1.42M -2,948 -67%
AC
2200
Avory & Company
Florida
$712K -$41.8K -87 -6%