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UnitedHealth

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
2701
Greenspring Advisors
Maryland
$254K -$7.58K -15 -3%
IAA
2702
Ironsides Asset Advisors
North Carolina
$254K
JWA
2703
JFS Wealth Advisors
Pennsylvania
$254K +$7.58K +15 +3%
IWN
2704
Independent Wealth Network
Iowa
$254K +$10.1K +20 +4%
CPA
2705
Cowen Prime Advisors
New York
$253K
NSEDCP
2706
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
CWM
2707
Concentric Wealth Management
California
$253K
AW
2708
Apricus Wealth
South Carolina
$253K
WSWA
2709
Warren Street Wealth Advisors
California
$253K +$54.1K +107 +27%
SCA
2710
Sandy Cove Advisors
Massachusetts
$252K -$27.8K -55 -10%
BWA
2711
BlueSky Wealth Advisors
North Carolina
$252K +$33.4K +66 +15%
OKSA
2712
O'Keefe Stevens Advisory
New York
$252K +$50K +99 +25%
SC
2713
Schoolcraft Capital
Colorado
$250K +$250K +495 New
GWM
2714
Gray Wealth Management
Maine
$250K
KIG
2715
Kessler Investment Group
Indiana
$250K +$6.05K +12 +2%
FWM
2716
ForthRight Wealth Management
Georgia
$248K
VFP
2717
Verus Financial Partners
Virginia
$248K +$13.1K +25 +6%
FA
2718
Financial Avengers
California
$248K +$43.9K +87 +22%
PAM
2719
Private Asset Management
California
$247K -$50.5K -100 -17%
BWM
2720
Benchmark Wealth Management
Connecticut
$247K -$50.5K -100 -17%
BWM
2721
BlackDiamond Wealth Management
New York
$247K +$4.31K +8 +2%
OCM
2722
Osterweis Capital Management
California
$247K +$13.1K +26 +6%
FPGK
2723
Financial Partners Group (Kansas)
Kansas
$247K +$35.4K +70 +17%
WFA
2724
Wellspring Financial Advisors
Ohio
$246K -$17.2K -34 -7%
JTWM
2725
Jackson Thornton Wealth Management
Alabama
$246K +$10.6K +21 +4%