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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 %
CCFM
2276
Clear Creek Financial Management
Washington
$623K -$32.7K -68 -5%
HCM
2277
Howland Capital Management
Massachusetts
$622K
AA
2278
Aire Advisors
California
$618K +$963 +2 +0.2%
SMA
2279
Seven Mile Advisory
New Jersey
$616K +$616K +1,281 New
FMP
2280
Financial Management Professionals
Texas
$615K -$10.1K -21 -2%
VWA
2281
Visionary Wealth Advisors
Illinois
$614K -$14.4K -30 -2%
FIM
2282
Fernwood Investment Management
Massachusetts
$614K +$43.7K +91 +8%
PO
2283
Private Ocean
California
$612K +$165K +344 +37%
NP
2284
Ninepoint Partners
Ontario, Canada
$611K
GCP
2285
Garda Capital Partners
Minnesota
$611K +$183K +380 +43%
IWA
2286
Intercontinental Wealth Advisors
Texas
$610K
DI
2287
DDFG Inc
California
$609K
FSC
2288
Full Sail Capital
Oklahoma
$609K -$6.25K -13 -1%
FH
2289
FWG Holdings
Florida
$606K +$36.8K +72 +6%
SSWG
2290
Seven Springs Wealth Group
Tennessee
$606K
BWA
2291
Bordeaux Wealth Advisors
California
$604K +$8.17K +17 +1%
EC
2292
EdgeRock Capital
Colorado
$602K -$26.9K -56 -4%
IFPG
2293
Intrepid Financial Planning Group
Indiana
$600K +$23.1K +48 +4%
CFMC
2294
Curbstone Financial Management Corp
New Hampshire
$600K +$24K +50 +4%
TBC
2295
Ted Buchan & Co
California
$597K +$294K +611 +97%
FCCM
2296
First City Capital Management
Georgia
$596K
UW
2297
Unique Wealth
Florida
$596K +$98K +204 +20%
LWP
2298
Lumature Wealth Partners
Georgia
$595K +$2.4K +5 +0.4%
HFP
2299
Holistic Financial Partners
Indiana
$595K -$35.1K -73 -6%
QPWM
2300
Quadrant Private Wealth Management
Pennsylvania
$594K +$81.2K +169 +16%