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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 %
DP
2551
Dearborn Partners
Illinois
$420K -$113K -214 -21%
CFA
2552
Capstone Financial Advisors
Illinois
$419K +$15.9K +30 +4%
LWP
2553
Lumature Wealth Partners
Georgia
$419K -$49.9K -94 -11%
NWA
2554
New World Advisors
Massachusetts
$419K +$33.4K +63 +9%
CFSG
2555
Clark Financial Services Group
Missouri
$418K +$16.4K +31 +4%
BMA
2556
Brooks Moore & Associates
Tennessee
$417K -$79.5K -150 -16%
CWP
2557
Concord Wealth Partners
Virginia
$417K -$495K -933 -54%
CAM
2558
Columbia Asset Management
Michigan
$416K +$13.3K +25 +3%
TIA
2559
Traphagen Investment Advisors
New Jersey
$416K +$12.7K +24 +3%
WPC
2560
Waters Parkerson & Co
Louisiana
$415K
JEST
2561
JTC Employer Solutions Trustee
Jersey
$415K
AWAP
2562
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$3.18K -6 -0.8%
PCMK
2563
Paragon Capital Management (Kansas)
Kansas
$414K +$75.8K +143 +22%
FA
2564
Fortis Advisors
Pennsylvania
$414K
CP
2565
Castleview Partners
Texas
$414K +$19.6K +37 +5%
SW
2566
SkyOak Wealth
Michigan
$412K -$203K -383 -33%
PTC
2567
Philadelphia Trust Company
Pennsylvania
$412K
TPWM
2568
Twelve Points Wealth Management
Massachusetts
$412K +$3.71K +7 +0.9%
LF
2569
Lantz Financial
Illinois
$411K +$32.9K +62 +9%
IAG
2570
Investmark Advisory Group
Connecticut
$411K +$24.4K +46 +6%
CWM
2571
Catalyst Wealth Management
Georgia
$410K +$410K +773 New
S
2572
swisspartners
Liechtenstein
$408K -$10.6K -20 -3%
GFPC
2573
Global Financial Private Client
Florida
$408K +$3.71K +7 +0.9%
GSIS
2574
Global Strategic Investment Solutions
Arizona
$408K +$17.5K +33 +4%
MPW
2575
Monterey Private Wealth
California
$408K -$71.1K -134 -15%