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UnitedHealth

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
SWIG
2601
Strategic Wealth Investment Group
Kentucky
$315K +$32.3K +64 +11%
CA
2602
CapWealth Advisors
Tennessee
$314K -$103K -205 -25%
AWM
2603
Atticus Wealth Management
Florida
$314K
HCM
2604
Howard Capital Management
Georgia
$314K +$22.8K +45 +8%
BFP
2605
Briaud Financial Planning
Texas
$313K +$56.2K +102 +22%
RWM
2606
Reston Wealth Management
Virginia
$311K -$51.4K -102 -14%
LFG
2607
Lockerman Financial Group
California
$310K +$25.8K +51 +9%
LIA
2608
LBMC Investment Advisors
Tennessee
$309K -$75.7K -150 -20%
SN
2609
Sittner & Nelson
Oregon
$309K -$11.1K -22 -3%
EWM
2610
Endowment Wealth Management
Wisconsin
$309K -$2.02K -4 -0.6%
LSA
2611
Lansing Street Advisors
Pennsylvania
$309K
PWS
2612
Peterson Wealth Services
Utah
$309K +$22.2K +44 +8%
MPCG
2613
Matrix Private Capital Group
New York
$308K -$102K -201 -25%
EWA
2614
ERTS Wealth Advisors
Michigan
$308K
BMC
2615
Benin Management Corp
Connecticut
$308K
WWP
2616
WR Wealth Planners
Missouri
$307K +$21.7K +43 +8%
SIA
2617
Sage Investment Advisers
New York
$307K
BFA
2618
Benedict Financial Advisors
Georgia
$306K +$1.01K +2 +0.3%
BBW
2619
Blue Barn Wealth
Utah
$306K +$61.6K +122 +25%
AC
2620
Apella Capital
Connecticut
$305K -$20.7K -41 -6%
WIA
2621
World Investment Advisors
California
$305K +$76.6K +152 +34%
TWP
2622
TFO Wealth Partners
Ohio
$304K -$40.5K -80 -12%
VBWMG
2623
Von Berge Wealth Management Group
California
$304K +$498 +1 +0.2%
EA
2624
Emerald Advisors
Washington
$303K +$8.59K +17 +3%
CIG
2625
Cairn Investment Group
Washington
$302K