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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
2651
Accuvest Global Advisors
Utah
$260K -$20.5K -40 -7%
WF
2652
Wayfinding Financial
Washington
$260K -$3.6K -7 -1%
PFS
2653
Physicians Financial Services
North Carolina
$259K +$41.5K +81 +19%
CWM
2654
Castle Wealth Management
Florida
$259K +$259K +504 New
IAA
2655
Ironsides Asset Advisors
North Carolina
$258K
CWM
2656
Concentric Wealth Management
California
$257K -$44.7K -87 -15%
FA
2657
Fermata Advisors
California
$257K -$29.5K -57 -10%
LS
2658
Leelyn Smith
Illinois
$257K -$7.71K -15 -3%
AW
2659
Apricus Wealth
South Carolina
$257K
NSEDCP
2660
NJ State Employees Deferred Compensation Plan
New Jersey
$257K
PCA
2661
Peddock Capital Advisors
Massachusetts
$257K
CPA
2662
Cowen Prime Advisors
New York
$257K
AFAS
2663
Acorn Financial Advisory Services
Virginia
$257K +$26.2K +51 +11%
SM
2664
SG3 Management
Puerto Rico
$257K +$257K +500 New
BST
2665
Bath Savings Trust
Maine
$256K -$7.7K -15 -3%
GWM
2666
Gray Wealth Management
Maine
$255K +$20.6K +40 +9%
GAM
2667
Gemmer Asset Management
California
$253K
HPCM
2668
Hunter Perkins Capital Management
Illinois
$253K +$253K +492 New
HPWM
2669
High Pines Wealth Management
Massachusetts
$252K -$4.2M -8,182 -94%
TSWM
2670
Tyler-Stone Wealth Management
Ohio
$252K -$81.6K -159 -24%
FWM
2671
ForthRight Wealth Management
Georgia
$252K
JWA
2672
JFS Wealth Advisors
Pennsylvania
$250K +$20K +39 +9%
KIG
2673
Kessler Investment Group
Indiana
$249K -$65.3K -127 -21%
BBW
2674
Blue Barn Wealth
Utah
$249K -$39.6K -77 -14%
GIM
2675
Grassi Investment Management
California
$249K +$249K +485 New