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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 %
FPIS
2601
Financial Planning & Information Services
Wisconsin
$390K
PSIWM
2602
Paradigm Strategies in Wealth Management
Minnesota
$390K +$530 +1 +0.1%
BSAM
2603
Blue Square Asset Management
New York
$390K
AGC
2604
Aspen Grove Capital
Colorado
$389K +$389K +734 New
BFS
2605
Bickling Financial Services
Massachusetts
$389K +$1.06K +2 +0.3%
FC
2606
Financial Council
Maryland
$389K
MGAM
2607
McGowan Group Asset Management
Texas
$387K
WFAG
2608
Worth Financial Advisory Group
North Carolina
$385K +$385K +727 New
WAM
2609
Worth Asset Management
Texas
$384K +$7.42K +14 +2%
VF
2610
Vest Financial
Virginia
$384K +$384K +724 New
UW
2611
Unique Wealth
Florida
$383K +$383K +723 New
RLIM
2612
Red Lighthouse Investment Management
New York
$383K +$383K +722 New
LPAM
2613
Lodestar Private Asset Management
California
$382K +$382K +720 New
FIM
2614
FWL Investment Management
Texas
$382K +$22.8K +43 +6%
ACM
2615
Anfield Capital Management
California
$381K +$381K +719 New
KFS
2616
Kaizen Financial Strategies
California
$381K +$121K +246 +46%
EBSAM
2617
Eubel Brady & Suttman Asset Management
Ohio
$381K -$46.2K -87 -11%
RW
2618
REDW Wealth
New Mexico
$381K +$381K +718 New
MC
2619
Merlin Capital
Rhode Island
$381K
AIA
2620
Arbor Investment Advisors
North Carolina
$380K
GF
2621
Gries Financial
Ohio
$380K +$7.42K +14 +2%
RWP
2622
Ridgecrest Wealth Partners
California
$380K
TWA
2623
Tandem Wealth Advisors
Arizona
$379K +$379K +715 New
GCA
2624
Greenwood Capital Associates
South Carolina
$379K
CWA
2625
CJM Wealth Advisers
Virginia
$377K