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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 %
CG
2201
Clifford Group
Massachusetts
$710K +$109K +226 +18%
EP
2202
Edgestream Partners
New Jersey
$709K -$175K -364 -20%
ILI
2203
Invesco LLC (Illinois)
Illinois
$709K +$709K +1,475 New
CCA
2204
Childress Capital Advisors
Texas
$707K -$68.3K -142 -9%
BA
2205
Ballast Advisors
Minnesota
$707K -$27.9K -58 -4%
FNBOSM
2206
First National Bank of South Miami
Florida
$707K +$36.5K +76 +5%
SPFA
2207
Summit Place Financial Advisors
New Jersey
$703K +$21.6K +45 +3%
ATWA
2208
Arbor Trust Wealth Advisors
Michigan
$696K +$696K +1,449 New
SA
2209
SRN Advisors
Pennsylvania
$696K -$20.7K -43 -3%
FAM
2210
Formidable Asset Management
Ohio
$695K
JWWM
2211
Johnson & White Wealth Management
Pennsylvania
$695K +$8.18K +17 +1%
GLA
2212
Good Life Advisors
Pennsylvania
$694K +$98K +204 +16%
WHCI
2213
W.H. Cornerstone Investments
Massachusetts
$692K +$78.8K +164 +13%
SFA
2214
Source Financial Advisors
New York
$692K +$36K +75 +5%
ODFS
2215
O'Donnell Financial Services
California
$690K -$93.2K -194 -12%
SL
2216
Salomon & Ludwin
Virginia
$689K +$130K +270 +23%
CPC
2217
Congress Park Capital
New York
$687K +$76.9K +160 +13%
CWM
2218
Castle Wealth Management
Florida
$687K +$11.1K +23 +2%
CA
2219
Claris Advisors
Missouri
$687K +$687K +1,429 New
VWA
2220
V Wealth Advisors
Kansas
$687K -$4.81K -10 -0.7%
FAFN
2221
First Affirmative Financial Network
Colorado
$686K -$18.7K -39 -3%
TF
2222
Tompkins Financial
New York
$685K -$5.29K -11 -0.8%
WEPOG
2223
Wealth Enhancement & Preservation of GA
Georgia
$684K +$57.2K +119 +9%
BWM
2224
Baron Wealth Management
Michigan
$680K +$5.29K +11 +0.8%
IAMOG
2225
Investors Asset Management of Georgia
Georgia
$678K