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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 %
HW
2576
Hamilton Wealth
California
$407K +$4.77K +9 +1%
SFG
2577
StrategIQ Financial Group
Indiana
$407K +$5.3K +10 +1%
NOI
2578
Newton One Investments
Delaware
$405K
NFP
2579
Narus Financial Partners
Utah
$404K +$3.71K +7 +0.9%
LI
2580
LVZ Inc
Michigan
$404K
CWP
2581
Curated Wealth Partners
California
$401K -$37.1K -70 -8%
BWP
2582
Bernardo Wealth Planning
Pennsylvania
$400K +$27.1K +51 +7%
EW
2583
Element Wealth
Mississippi
$399K
PCMC
2584
Private Capital Management (Colorado)
Colorado
$399K +$2.12K +4 +0.5%
KOMWMG
2585
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$399K +$4.77K +9 +1%
WW
2586
Westshore Wealth
California
$398K
EA
2587
Ellsworth Advisors
Ohio
$398K
SCA
2588
Sandy Cove Advisors
Massachusetts
$397K +$132K +249 +50%
SSWM
2589
Strait & Sound Wealth Management
California
$397K +$397K +818 New
ACP
2590
Aviance Capital Partners
Florida
$396K +$139K +262 +54%
CWA
2591
Clarus Wealth Advisors
Arizona
$395K -$28.7K -59 -7%
SGWM
2592
Sterling Group Wealth Management
California
$394K +$394K +744 New
BPFA
2593
Barnes Pettey Financial Advisors
Mississippi
$394K -$12.7K -24 -3%
WA
2594
WESPAC Advisors
California
$393K -$92.3K -174 -19%
C
2595
Covestor
United Kingdom
$393K +$5.3K +10 +1%
BRM
2596
Boston Research & Management
Massachusetts
$392K
SFM
2597
Signet Financial Management
New Jersey
$391K -$28.6K -54 -7%
CAS
2598
Coppell Advisory Solutions
Texas
$391K +$391K +737 New
CASC
2599
Coppell Advisory Solutions Corp
Texas
$391K +$391K +737 New
BFWA
2600
Benchmark Financial Wealth Advisors
Florida
$391K -$3.71K -7 -0.9%