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UnitedHealth

2,948 hedge funds and large institutions have $462B invested in UnitedHealth in 2022 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,264 increasing their positions, 1,133 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,948
Holders Change
+58
Holders Change %
+2.01%
% of All Funds
46.65%
Holding in Top 10
442
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+20.77%
% of All Funds
6.99%
New
188
Increased
1,264
Reduced
1,133
Closed
93
Calls
$2.64B
Puts
$2.66B
Net Calls
-$23.8M
Net Calls Change
+$781M
Name Holding Trade Value Shares
Change
Shares
Change %
ARIS
2701
Advanced Research Investment Solutions
California
$247K +$64.3K +126 +35%
CWG
2702
Crown Wealth Group
North Carolina
$247K +$247K +485 New
HC
2703
Hamilton Capital
Ohio
$246K +$3.57K +7 +1%
MS
2704
Maven Securities
Jersey
$246K +$246K +483 New
MF
2705
Manchester Financial
California
$245K
HCM
2706
Howard Capital Management
Georgia
$244K -$97.5K -191 -29%
TIAM2
2707
Tru Independence Asset Management 2
Oregon
$244K -$38.8K -76 -14%
LFA
2708
Landmark Financial Advisors
Kentucky
$244K +$244K +465 New
ADMI
2709
Albert D. Mason Inc
Massachusetts
$243K
AC
2710
Apella Capital
Connecticut
$243K +$26.5K +52 +12%
APA
2711
Astoria Portfolio Advisors
New York
$243K +$243K +476 New
MA
2712
MAS Advisors
Florida
$241K +$23.4K +45 +11%
PCMC
2713
Private Capital Management (Colorado)
Colorado
$241K +$241K +473 New
MWA
2714
Motive Wealth Advisors
Michigan
$241K +$241K +474 New
VFP
2715
Verus Financial Partners
Virginia
$240K +$240K +449 New
MAM
2716
Mystic Asset Management
Rhode Island
$239K +$50.9K +100 +27%
EF
2717
Exeter Financial
Arizona
$238K
RPCA
2718
Running Point Capital Advisors
California
$238K +$8.15K +16 +4%
FA
2719
Fiducient Advisors
Illinois
$238K +$23.5K +46 +11%
VAM
2720
Verity Asset Management
North Carolina
$237K -$14.3K -28 -6%
GWM
2721
GSB Wealth Management
Connecticut
$237K
BFP
2722
Briaud Financial Planning
Texas
$237K
LSA
2723
Lion Street Advisors
Texas
$237K +$1.54K +3 +0.7%
OCM
2724
Osterweis Capital Management
California
$236K
DG
2725
DMC Group
Alabama
$236K +$236K +453 New