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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 %
ML
2651
Mayport LLC
Massachusetts
$360K -$40.8K -77 -10%
SWM
2652
Stockman Wealth Management
Montana
$360K +$530 +1 +0.1%
AP
2653
Arlington Partners
Alabama
$359K
MWM
2654
Merriman Wealth Management
Washington
$358K +$358K +675 New
MSA
2655
Marino Stram & Associates
Massachusetts
$357K +$1.59K +3 +0.4%
WWC
2656
Waypoint Wealth Counsel
Georgia
$357K +$357K +673 New
LWMG
2657
Levy Wealth Management Group
Pennsylvania
$356K +$530 +1 +0.1%
CNC
2658
Citizens & Northern Corp
Pennsylvania
$355K -$39.2K -74 -10%
HCM
2659
Howard Capital Management
Georgia
$355K +$26.5K +50 +8%
CFO
2660
Custos Family Office
Texas
$355K +$43.5K +82 +14%
PBC
2661
Pavion Blue Capital
California
$355K +$76.9K +145 +28%
UWPG
2662
Ullmann Wealth Partners Group
Florida
$354K -$26.5K -50 -7%
CCA
2663
Cottonwood Capital Advisors
Utah
$354K -$23.9K -45 -6%
LAS
2664
LWM Advisory Services
Florida
$353K -$449K -908 -56%
MWM
2665
Massachusetts Wealth Management
Massachusetts
$353K +$353K +707 New
BFA
2666
Bill Few Associates
Pennsylvania
$351K -$26.5K -50 -7%
TFF
2667
The Family Firm
Maryland
$351K +$19.1K +36 +6%
ACM
2668
Acrisure Capital Management
Texas
$350K +$350K +661 New
HWM
2669
Howard Wealth Management
Connecticut
$349K -$3.18K -6 -0.9%
HC
2670
Hamilton Capital
Ohio
$349K +$65.7K +124 +23%
HAG
2671
HF Advisory Group
Maryland
$349K +$349K +659 New
4WM
2672
4J Wealth Management
Virginia
$349K +$55.7K +105 +19%
WCM
2673
Wealthcare Capital Management
Virginia
$349K
SIC
2674
SJS Investment Consulting
Ohio
$348K -$68.9K -130 -17%
PA
2675
Probity Advisors
Texas
$347K -$12.7K -24 -4%