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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 %
RFN
2451
Redwood Financial Network
Ohio
$463K +$41.3K +86 +10%
EWA
2452
Etesian Wealth Advisors
Oregon
$463K +$1.92K +4 +0.4%
XWM
2453
Xcel Wealth Management
Florida
$463K +$14.4K +30 +3%
PKC
2454
Palmer Knight Company
Florida
$463K +$463K +963 New
FCT
2455
First Community Trust
Iowa
$462K -$14.4K -30 -3%
CVM
2456
Cheviot Value Management
California
$462K +$121K +252 +36%
TPWM
2457
Twelve Points Wealth Management
Massachusetts
$459K +$76.9K +160 +20%
RWG
2458
Regal Wealth Group
California
$457K +$461 +1 +0.1%
FDS
2459
First Dallas Securities
Texas
$457K -$216K -450 -32%
RWI
2460
Red Wave Investments
Pennsylvania
$456K -$481 -1 -0.1%
RG
2461
Rathbones Group
United Kingdom
$456K +$21.1K +44 +5%
OCM
2462
Objective Capital Management
Ohio
$455K -$10.1K -21 -2%
GKWIM
2463
Gerber Kawasaki Wealth & Investment Management
California
$455K -$24.5K -51 -5%
VST
2464
Van Strum & Towne
California
$454K
FWM
2465
Forza Wealth Management
Florida
$453K
PA
2466
Perennial Advisors
New York
$452K
HH
2467
HWG Holdings
Texas
$452K -$22.6K -47 -5%
RW
2468
REDW Wealth
New Mexico
$451K +$13.5K +28 +3%
SNBOSD
2469
Security National Bank of So Dak
Iowa
$450K +$450K +936 New
RWM
2470
Revisor Wealth Management
Ohio
$450K +$28.4K +59 +7%
CC
2471
Cornerstone Capital
California
$449K +$449K +935 New
RMCM
2472
Reynders McVeigh Capital Management
Massachusetts
$449K -$52K -108 -10%
BHBT
2473
Burke & Herbert Bank & Trust
Virginia
$448K -$5.29K -11 -1%
BWM
2474
Birchcreek Wealth Management
Ohio
$447K -$86.5K -180 -16%
MC
2475
Matisse Capital
Oregon
$447K