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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 %
TCM
2326
Telos Capital Management
California
$570K +$89.9K +187 +19%
BSB
2327
Bangor Savings Bank
Maine
$565K -$6.25K -13 -1%
MCM
2328
Mendel Capital Management
Arkansas
$565K +$962 +2 +0.2%
RBFC
2329
Roman Butler Fullerton & Co
Missouri
$564K +$8.56K +17 +2%
SGK
2330
Steigerwald Gordon & Koch
Virginia
$563K +$45.7K +95 +9%
BBNB
2331
Baker Boyer National Bank
Washington
$562K +$25.5K +53 +5%
KIG
2332
Kowal Investment Group
Wisconsin
$562K +$1.92K +4 +0.3%
H
2333
HoyleCohen
California
$559K -$11.5K -24 -2%
HCA
2334
Heck Capital Advisors
Wisconsin
$559K -$11.5K -24 -2%
D
2335
Dentgroup
Louisiana
$558K -$2.88K -6 -0.5%
SFP
2336
Sandbox Financial Partners
Maryland
$556K +$21.6K +45 +4%
PCG
2337
Prosperity Consulting Group
Maryland
$556K -$8.65K -18 -2%
SRC
2338
Sage Rhino Capital
California
$555K -$117K -244 -17%
SAMC
2339
Spectrum Asset Management (California)
California
$554K
P
2340
&Partners
Tennessee
$554K +$72.1K +150 +15%
TA
2341
Tectonic Advisors
Texas
$554K +$1.92K +4 +0.3%
G
2342
GenTrust
Florida
$553K -$6.73K -14 -1%
CFFP
2343
Center for Financial Planning
Michigan
$553K +$4.81K +10 +0.9%
PVH
2344
Psagot Value Holdings
Israel
$552K -$33.4K -70 -6%
WWM
2345
Windsor Wealth Management
Indiana
$552K +$52.4K +109 +10%
FWM
2346
FFT Wealth Management
Pennsylvania
$550K +$20.7K +43 +4%
SIS
2347
Sound Income Strategies
Florida
$550K +$98.6K +205 +22%
SP
2348
Successful Portfolios
Florida
$547K -$136K -283 -20%
HP
2349
Hyperion Partners
Pennsylvania
$546K
Parnassus Investments
2350
Parnassus Investments
California
$546K +$221K +459 +68%