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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 %
HPM
2301
Hoxton Planning & Management
West Virginia
$593K +$1.44K +3 +0.2%
BFA
2302
BMS Financial Advisors
South Dakota
$592K -$226K -470 -28%
ACM
2303
Armbruster Capital Management
New York
$589K
MFG
2304
Midwest Financial Group
Kansas
$585K -$23.6K -49 -4%
I
2305
INVST
Indiana
$585K +$34.1K +71 +6%
HCP
2306
Holt Capital Partners
Texas
$584K +$24K +50 +4%
CWS
2307
Cypress Wealth Services
California
$583K +$59.1K +122 +11%
HCA
2308
Harbor Capital Advisors
Illinois
$580K +$961 +2 +0.2%
GHAM
2309
Gilman Hill Asset Management
Connecticut
$580K
MSWM
2310
McGlone Suttner Wealth Management
Wisconsin
$579K +$43.3K +90 +8%
HWM
2311
Hemington Wealth Management
Virginia
$578K -$21.6K -45 -4%
SWA
2312
Sutton Wealth Advisors
Florida
$578K +$3.37K +7 +0.6%
DMBA
2313
Deseret Mutual Benefit Administrators
Utah
$578K
SPA
2314
Sherbrooke Park Advisers
New York
$577K +$577K +1,200 New
BAAM
2315
Baker Avenue Asset Management
California
$576K -$217K -452 -27%
PWM
2316
Penobscot Wealth Management
Maine
$576K +$480 +1 +0.1%
CF
2317
Copperwynd Financial
Arizona
$576K -$381K -793 -40%
IHWM
2318
Iron Horse Wealth Management
Iowa
$576K
SCG
2319
Sonata Capital Group
Washington
$575K +$144K +300 +33%
WT
2320
Washington Trust
Rhode Island
$575K -$2.4K -5 -0.4%
EA
2321
Evolution Advisers
Virginia
$574K +$457K +951 +391%
PBO
2322
Peoples Bank (Ohio)
Ohio
$574K -$6.73K -14 -1%
AFG
2323
Alterity Financial Group
Maine
$573K +$21.6K +45 +4%
RFA
2324
Resurgent Financial Advisors
Georgia
$571K -$253K -527 -31%
DA
2325
Dillon & Associates
Michigan
$571K