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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 %
ZIG
2401
Zuckerman Investment Group
Illinois
$506K -$21.1K -44 -4%
AIM
2402
Alhambra Investment Management
Florida
$504K
BIA
2403
BHK Investment Advisors
Alabama
$504K +$42.3K +88 +9%
FCFS
2404
First Command Financial Services
Texas
$503K -$12.5K -26 -2%
FCB
2405
First Command Bank
Texas
$503K -$12.5K -26 -2%
HCP
2406
Hexagon Capital Partners
Arkansas
$502K -$105K -218 -17%
VCP
2407
Verus Capital Partners
Arizona
$501K +$130K +271 +35%
FANJ
2408
Financial Architects (New Jersey)
New Jersey
$501K +$38.9K +81 +8%
EFG
2409
Ethos Financial Group
Pennsylvania
$499K
GWAM
2410
Guardian Wealth Advisors (Minnesota)
Minnesota
$499K +$962 +2 +0.2%
EBA
2411
Eagle Bay Advisors
New York
$497K +$5.29K +11 +1%
LSC
2412
Lesa Sroufe & Co
Washington
$497K -$14.4K -30 -3%
Members Trust
2413
Members Trust
Florida
$497K +$497K +1,034 New
HCM
2414
Hengehold Capital Management
Ohio
$496K -$961 -2 -0.2%
FP
2415
Foundry Partners
Minnesota
$493K -$4.81K -10 -1%
WPW
2416
Watershed Private Wealth
Illinois
$492K +$31.7K +66 +7%
MSCM
2417
McElhenny Sheffield Capital Management
Texas
$491K -$161K -336 -25%
CWP
2418
Core Wealth Partners
California
$491K +$491K +1,022 New
VWM
2419
Valley Wealth Managers
New Jersey
$490K -$221K -459 -31%
AWA
2420
Amplius Wealth Advisors
Pennsylvania
$488K +$21.6K +45 +5%
SPP
2421
Single Point Partners
Massachusetts
$488K -$54.3K -113 -10%
AP
2422
Arlington Partners
Alabama
$488K +$54.8K +114 +13%
BFG
2423
Bouchey Financial Group
New York
$484K +$6.25K +13 +1%
APW
2424
Austin Private Wealth
Texas
$484K +$10.1K +21 +2%
BO
2425
Bank OZK
Arkansas
$484K -$44.7K -93 -8%