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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 %
TAIM
2626
TD Ameritrade Investment Management
Nebraska
$376K -$136K -256 -27%
LDB
2627
Lee, Danner & Bass
Tennessee
$376K -$111K -210 -23%
RIM
2628
RW Investment Management
Idaho
$375K +$375K +708 New
FMTCOCP
2629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$375K
EPA
2630
Element Pointe Advisors
Florida
$373K -$278K -525 -43%
MSR
2631
Main Street Research
Connecticut
$373K -$62K -117 -14%
AFA
2632
American Financial Advisors
Georgia
$372K -$28.1K -53 -7%
EVM
2633
Evelyn V. Moreno
$372K
SPWM
2634
Spartan Planning & Wealth Management
North Carolina
$371K -$48.2K -91 -12%
SPA
2635
Sherbrooke Park Advisers
New York
$371K +$371K +700 New
RFA
2636
RTD Financial Advisors
Pennsylvania
$371K -$2.12K -4 -0.6%
NWM
2637
Northwest Wealth Management
Iowa
$370K -$477K -899 -56%
OCM
2638
Osterweis Capital Management
California
$370K +$110K +208 +43%
RFN
2639
Redwood Financial Network
Ohio
$368K +$22.8K +43 +7%
GAM
2640
Gemmer Asset Management
California
$367K -$5.3K -10 -1%
OWA
2641
Octavia Wealth Advisors
Ohio
$366K -$17K -32 -4%
HWA
2642
HCR Wealth Advisors
California
$366K
SC
2643
Seldon Capital
California
$364K
ONST
2644
Old North State Trust
North Carolina
$363K -$5.31K -10 -1%
BST
2645
Bath Savings Trust
Maine
$363K +$81.1K +153 +29%
OFG
2646
Oxford Financial Group
Indiana
$363K +$363K +684 New
SA
2647
Shilanski & Associates
Alaska
$362K -$35K -66 -9%
MIM
2648
Moseley Investment Management
Florida
$361K
FAM
2649
Flaharty Asset Management
Florida
$361K -$36.1K -68 -9%
LT
2650
Legacy Trust
Michigan
$361K +$361K +680 New