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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
CISOA
2476
Capital Investment Services of America
Wisconsin
$359K -$96.2K -187 -21%
CCA
2477
Cottonwood Capital Advisors
Utah
$359K -$14.9K -29 -4%
LF
2478
Lantz Financial
Illinois
$359K -$5.14K -10 -1%
LL
2479
LPWM LLC
Minnesota
$359K
AWM
2480
Aprio Wealth Management
Georgia
$358K +$358K +697 New
PTC
2481
Philadelphia Trust Company
Pennsylvania
$357K -$3.1M -6,029 -90%
Wealth Enhancement Advisory Services
2482
Wealth Enhancement Advisory Services
Minnesota
$356K -$524K -1,009 -60%
CWA
2483
CJM Wealth Advisers
Virginia
$354K
AOWM
2484
Alpha Omega Wealth Management
Virginia
$354K -$18K -35 -5%
WAOTB
2485
Wealth Advisors of Tampa Bay
Florida
$354K
HWA
2486
HCR Wealth Advisors
California
$354K
CCP
2487
Cassia Capital Partners
North Carolina
$354K +$12.8K +25 +4%
CFP
2488
Cypress Financial Planning
New Jersey
$354K +$354K +689 New
SC
2489
Seldon Capital
California
$353K
SA
2490
Shilanski & Associates
Alaska
$352K -$514 -1 -0.1%
DCM
2491
Driehaus Capital Management
Illinois
$351K +$37.5K +73 +12%
BBP
2492
Banco BTG Pactual
Brazil
$351K +$351K +684 New
TWP
2493
TFO Wealth Partners
Ohio
$350K -$21.1K -41 -6%
MIM
2494
Moseley Investment Management
Florida
$350K
CFP
2495
Curran Financial Partners
South Carolina
$350K +$3.08K +6 +0.9%
DBG
2496
De Burlo Group
Massachusetts
$349K -$23.1M -45,050 -99%
MSR
2497
Main Street Research
Connecticut
$349K -$61.6K -120 -15%
DIM
2498
Delta Investment Management
California
$349K -$47.3K -92 -12%
PA
2499
Probity Advisors
Texas
$349K -$5.14K -10 -1%
SWM
2500
Stockman Wealth Management
Montana
$348K +$13.9K +27 +4%