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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 %
TCM
2626
Triumph Capital Management
Colorado
$301K -$11.1K -22 -4%
HA
2627
HC Advisors
Georgia
$301K +$74.2K +147 +33%
CWG
2628
Crown Wealth Group
North Carolina
$300K +$11.6K +23 +4%
UBV
2629
United Bank (Virginia)
Virginia
$299K +$15.1K +30 +5%
KLI
2630
Kelman-Lazarov Inc
Tennessee
$298K
CFO
2631
Custos Family Office
Texas
$297K -$18.7K -37 -6%
HPWM
2632
High Pines Wealth Management
Massachusetts
$296K +$48.4K +96 +20%
OLA
2633
Oliver Luxxe Assets
New Jersey
$295K -$40.3K -80 -12%
OPWM
2634
Oakwell Private Wealth Management
Texas
$295K -$5.04K -10 -2%
GIM
2635
Grassi Investment Management
California
$295K +$50.4K +100 +21%
DA
2636
Dash Acquisitions
California
$294K
KL
2637
KilterHowling LLC
Colorado
$294K -$13.6K -27 -4%
OCPWS
2638
One Charles Private Wealth Services
Massachusetts
$293K +$1.52K +3 +0.5%
SSC
2639
Syverson Strege & Co
Iowa
$292K +$505 +1 +0.2%
APW
2640
Acima Private Wealth
Virginia
$291K
AAM
2641
Azzad Asset Management
Virginia
$291K
AWG
2642
Altus Wealth Group
Colorado
$290K
JE
2643
JMAC Enterprises
Pennsylvania
$290K +$8.08K +16 +3%
FMP
2644
Financial Management Professionals
Texas
$289K +$139K +276 +93%
RWA
2645
RGT Wealth Advisors
Texas
$288K -$151K -298 -34%
ACM
2646
Antonetti Capital Management
Florida
$288K -$37.4K -74 -11%
DWA
2647
Dougherty Wealth Advisers
Minnesota
$288K
CCP
2648
Carmel Capital Partners
California
$287K
SPI
2649
Sutton Place Investors
New York
$287K +$11.1K +22 +4%
DE
2650
Day & Ennis
Georgia
$286K