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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 %
EAM
2701
Empirical Asset Management
Massachusetts
$236K -$67.2K -131 -22%
LF
2702
LifeSteps Financial
California
$236K
BA
2703
Bridge Advisory
California
$236K +$236K +459 New
JC
2704
Jacobs & Co
California
$235K
VFP
2705
Verus Financial Partners
Virginia
$235K +$522 +1 +0.2%
TI
2706
TTP Investments
California
$235K +$2.57K +5 +1%
AA
2707
Alesco Advisors
New York
$234K
AWM
2708
Aberdeen Wealth Management
Illinois
$234K
BWM
2709
BlackDiamond Wealth Management
New York
$234K +$27K +52 +13%
EL
2710
Essex LLC
Illinois
$233K -$86.2K -168 -27%
EA
2711
Eclectic Associates
California
$233K -$15.4K -30 -6%
FAG
2712
Financial Advisory Group
Texas
$232K +$512 +1 +0.2%
WA
2713
Wealthstream Advisors
New York
$232K +$9.75K +19 +4%
HA
2714
HC Advisors
Georgia
$231K
SAMT
2715
Select Asset Management & Trust
Pennsylvania
$231K
OCM
2716
Orser Capital Management
Texas
$231K
WFA
2717
West Financial Advisors
Iowa
$231K
W
2718
Wealthquest
Ohio
$231K +$14.9K +29 +7%
FFWM
2719
Future Financial Wealth Management
Ohio
$230K
FPCM
2720
Financial Partners Capital Management
New York
$230K -$42.6K -83 -16%
WFA
2721
WMG Financial Advisors
Tennessee
$229K -$28.3K -55 -11%
LFA
2722
Landmark Financial Advisors
Kentucky
$229K -$10.3K -20 -4%
MIH
2723
Meitav Investment House
Israel
$229K +$229K +428 New
DI
2724
Diligent Investors
California
$229K +$229K +446 New
CA
2725
CSM Advisors
Pennsylvania
$229K +$229K +446 New