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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 %
CMBA
2676
C.M. Bidwell & Associates
Hawaii
$346K -$3.18K -6 -0.9%
SFG
2677
Summit Financial Group
West Virginia
$345K
EAM
2678
Evanson Asset Management
California
$344K -$164K -310 -32%
SHJ
2679
Sharkey, Howes & Javer
Colorado
$344K
AWM
2680
Aprio Wealth Management
Georgia
$344K +$7.42K +14 +2%
OBWG
2681
Onyx Bridge Wealth Group
New York
$343K +$13.7K +28 +4%
OWM
2682
Orgel Wealth Management
Wisconsin
$343K -$42.4K -80 -11%
CWG
2683
Crown Wealth Group
North Carolina
$343K +$28.1K +53 +9%
EIG
2684
Ellenbecker Investment Group
Wisconsin
$343K +$529 +1 +0.2%
CVM
2685
Cheviot Value Management
California
$342K
GIP
2686
Greatmark Investment Partners
Georgia
$342K
DAM
2687
Diamant Asset Management
Connecticut
$342K
EA
2688
Emerald Advisors
Washington
$342K +$23.3K +44 +7%
RWB
2689
RMR Wealth Builders
New Jersey
$341K -$16.4K -31 -5%
BBA
2690
Braun-Bostich & Associates
Pennsylvania
$340K -$19.6K -37 -5%
HWA
2691
HHM Wealth Advisors
Tennessee
$339K +$4.24K +8 +1%
MS
2692
Mizuho Securities
Japan
$339K +$321K +605 +1,729%
LSA
2693
Lansing Street Advisors
Pennsylvania
$337K +$13.8K +26 +4%
RDFA
2694
Ritter Daniher Financial Advisory
Ohio
$337K +$94.9K +179 +39%
WSWA
2695
Warren Street Wealth Advisors
California
$336K +$71K +134 +27%
BBW
2696
Blue Barn Wealth
Utah
$335K +$13.3K +25 +4%
CA
2697
Carson Advisory
Georgia
$334K
BHIA
2698
Birch Hill Investment Advisors
Massachusetts
$334K +$58.9K +111 +21%
MC
2699
Machina Capital
France
$334K +$334K +630 New
GAA
2700
Green Alpha Advisors
Colorado
$334K +$334K +630 New