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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 %
CA
2226
Carson Advisory
Georgia
$677K +$366K +761 +117%
SWA
2227
SFMG Wealth Advisors
Texas
$677K -$81.7K -170 -11%
SFPG
2228
Stonebridge Financial Planning Group
Florida
$676K -$6.73K -14 -1%
IAIM
2229
Industrial Alliance Investment Management
Quebec, Canada
$675K -$76.9M -159,893 -99%
ZIC
2230
ZWJ Investment Counsel
Georgia
$675K +$14.4K +30 +2%
MCA
2231
MSH Capital Advisors
Arizona
$674K +$126K +262 +23%
VDBMI
2232
Van Den Berg Management I
Texas
$673K +$673K +1,401 New
RFO
2233
RiverGlades Family Offices
Florida
$673K
C
2234
CEDRUS
Colorado
$672K -$2.4K -5 -0.4%
PSP
2235
Principal Street Partners
Tennessee
$670K -$2.89K -6 -0.4%
MAM
2236
Marquette Asset Management
Minnesota
$670K +$55.3K +115 +9%
NA
2237
Navellier & Associates
Nevada
$669K +$2.4K +5 +0.4%
KCM
2238
Kanawha Capital Management
Virginia
$669K -$18.7K -39 -3%
CANY
2239
Caxton Associates (New York)
New York
$667K +$667K +1,387 New
EGM
2240
Engineers Gate Manager
New York
$666K -$4.44M -9,232 -87%
Fuller & Thaler Asset Management
2241
Fuller & Thaler Asset Management
California
$663K +$183K +380 +38%
RCG
2242
Rock Creek Group
District of Columbia
$660K -$38.9K -81 -6%
EA
2243
Emerald Advisers
Pennsylvania
$658K -$138K -287 -17%
TNB
2244
Thomasville National Bank
Georgia
$658K -$6.73K -14 -1%
VNIM
2245
Vaughan Nelson Investment Management
Texas
$656K +$67.3K +140 +11%
AWM
2246
AllSquare Wealth Management
New York
$656K +$26.9K +56 +4%
BBI
2247
Baxter Bros Inc
Connecticut
$656K +$67.3K +140 +11%
FNB
2248
Farmers National Bank
Kentucky
$652K -$7.21K -15 -1%
MA
2249
Modus Advisors
Minnesota
$652K +$89.9K +187 +16%
BWM
2250
Baystate Wealth Management
Massachusetts
$652K +$3.37K +7 +0.5%