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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 %
FM
2376
Family Management
New York
$522K -$15.4K -32 -3%
PFA
2377
Pathway Financial Advisors
Vermont
$522K
DCM
2378
Dimension Capital Management
Florida
$522K +$7.69K +16 +1%
BDF
2379
Black Diamond Financial
Maryland
$522K +$8.17K +17 +2%
COCM
2380
Charter Oak Capital Management
New Hampshire
$522K +$18.3K +38 +4%
JWM
2381
Janiczek Wealth Management
Colorado
$521K +$103K +214 +25%
LA
2382
Latitude Advisors
Florida
$521K +$6.25K +13 +1%
CA
2383
Crumly & Associates
Illinois
$521K -$258K -536 -33%
CAG
2384
Crestwood Advisors Group
Massachusetts
$518K +$83.2K +173 +19%
PHAM
2385
Palisades Hudson Asset Management
Florida
$518K
SAF
2386
Smith Anglin Financial
Texas
$517K +$64.4K +134 +14%
UL
2387
Unionview LLC
Washington
$516K -$961 -2 -0.2%
HWA
2388
HHM Wealth Advisors
Tennessee
$516K +$142K +295 +38%
WFAG
2389
Worth Financial Advisory Group
North Carolina
$515K +$30.8K +64 +6%
NWM
2390
Northwest Wealth Management
Iowa
$513K -$2.4K -5 -0.5%
HCM
2391
Harvey Capital Management
Florida
$512K +$512K +1,066 New
GCM
2392
Gables Capital Management
Florida
$511K +$16.8K +35 +3%
NJBEST
2393
New Jersey Better Educational Savings Trust
New Jersey
$511K
LA
2394
Lifeworks Advisors
Michigan
$510K -$481 -1 -0.1%
KA
2395
Klingman & Associates
New York
$509K +$51.9K +108 +11%
MSS
2396
Mitchell Sinkler & Starr
Pennsylvania
$509K +$14.4K +30 +3%
BWM
2397
BCS Wealth Management
Tennessee
$509K +$186K +386 +57%
AWG
2398
Altus Wealth Group
Colorado
$508K -$64.9K -135 -11%
FCIM
2399
Fairview Capital Investment Management
California
$508K
JWM
2400
Jupiter Wealth Management
Colorado
$507K +$170K +354 +51%