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UnitedHealth

3,144 hedge funds and large institutions have $435B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 1,280 increasing their positions, 1,213 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
+164
Holders Change %
+5.5%
% of All Funds
50.73%
Holding in Top 10
582
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.48%
% of All Funds
9.39%
New
327
Increased
1,280
Reduced
1,213
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
2526
Birchcreek Wealth Management
Ohio
$443K
SDAM
2527
Shulman DeMeo Asset Management
New York
$439K +$6.36K +12 +1%
BZWA
2528
Blue Zone Wealth Advisors
California
$438K
KFC
2529
Klingenstein Fields & Co
New York
$437K -$4.77K -9 -1%
FFC
2530
First Financial Corp
Indiana
$437K
CCB
2531
Cutter & Co Brokerage
Missouri
$436K -$7.95K -15 -2%
SWA
2532
SOA Wealth Advisors
New York
$436K +$6.89K +13 +2%
DFG
2533
Delta Financial Group
New Jersey
$436K +$436K +820 New
EPP
2534
ETF Portfolio Partners
Kansas
$436K
WP
2535
Westmount Partners
California
$435K +$435K +821 New
AWM
2536
Avaii Wealth Management
Wisconsin
$434K +$8.48K +16 +2%
WC
2537
Woodstock Corp
Massachusetts
$432K -$10.1K -19 -2%
BC
2538
Barrett & Company
Rhode Island
$432K
CCM
2539
Chickasaw Capital Management
Tennessee
$432K
VNIM
2540
Vaughan Nelson Investment Management
Texas
$432K
TSS
2541
Two Sigma Securities
New York
$432K -$645K -1,217 -60%
MPW
2542
MGO Private Wealth
California
$431K -$5.31K -10 -1%
LHEI
2543
Leo H. Evart Inc
California
$430K +$1.59K +3 +0.4%
AFC
2544
AFT Forsyth & Company
Florida
$427K +$31.8K +60 +8%
CJFS
2545
Coulter & Justus Financial Services
Tennessee
$425K
SWM
2546
Salvus Wealth Management
New Jersey
$425K -$21.2K -40 -5%
BMC
2547
Benin Management Corp
Connecticut
$425K +$102K +192 +32%
HL
2548
HeadInvest LLC
Maine
$424K +$8.48K +16 +2%
BMC
2549
Beaton Management Company
Massachusetts
$420K
IFA
2550
Index Fund Advisors
California
$420K +$2.65K +5 +0.6%