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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 %
PCA
2426
Prosperity Capital Advisors
Ohio
$483K -$18.3K -38 -4%
AF
2427
Aldebaran Financial
$483K -$2.88K -6 -0.6%
WBG
2428
Wharton Business Group
Pennsylvania
$483K
BMO
2429
Beck Mack & Oliver
New York
$483K
SCA
2430
STALEY CAPITAL ADVISERS
Pennsylvania
$483K
LGG
2431
Luts & Greenleigh Group
Maryland
$482K -$82.7K -172 -15%
GPI
2432
General Partner Inc
Pennsylvania
$482K
GG
2433
Golden Green
South Carolina
$482K +$482K +1,002 New
MHS
2434
M Holdings Securities
Oregon
$481K -$1.13M -2,355 -70%
SCM
2435
Stonebridge Capital Management
California
$481K
BFC
2436
Bedel Financial Consulting
Indiana
$481K +$8.17K +17 +2%
QOP
2437
Quinn Opportunity Partners
Virginia
$481K +$481K +1,000 New
IIM
2438
Ipswich Investment Management
Massachusetts
$481K +$481K +1,000 New
SAM
2439
Simplify Asset Management
Nevada
$479K -$800K -1,665 -63%
LWMG
2440
Levy Wealth Management Group
Pennsylvania
$479K +$1.44K +3 +0.3%
BEAM
2441
Baker Ellis Asset Management
Washington
$478K -$11.5K -24 -2%
HNWAG
2442
High Net Worth Advisory Group
Florida
$477K +$21.2K +44 +5%
AP
2443
Adero Partners
California
$477K -$38.5K -80 -7%
GG
2444
Greenwood Gearhart
Arkansas
$476K -$44.2K -92 -9%
NFSG
2445
Newbridge Financial Services Group
Florida
$475K -$23.1K -48 -5%
OBWG
2446
Onyx Bridge Wealth Group
New York
$471K +$92.8K +193 +25%
JSP
2447
Jackson Square Partners
California
$470K +$6.73K +14 +1%
SAM
2448
SignalPoint Asset Management
Missouri
$464K +$35.1K +73 +8%
TWP
2449
Tower Wealth Partners
Pennsylvania
$464K -$3.36K -7 -0.7%
CIG
2450
Cascade Investment Group
Colorado
$464K -$3.36K -7 -0.7%