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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 %
RP
2726
Rice Partnership
Hawaii
$235K
P
2727
Palladiem
Pennsylvania
$235K
LF
2728
LifeSteps Financial
California
$234K
JC
2729
Jacobs & Co
California
$234K
CSIA
2730
Charles Schwab Investment Advisory
California
$234K +$234K +459 New
SAM
2731
Summit Asset Management
Tennessee
$233K
GWM
2732
Gray Wealth Management
Maine
$233K
CWM
2733
Cherrydale Wealth Management
New Jersey
$233K +$18.3K +36 +9%
AA
2734
Alesco Advisors
New York
$232K
AWM
2735
Aberdeen Wealth Management
Illinois
$232K
FFA
2736
Freedman Financial Associates
Massachusetts
$232K +$50.9K +100 +28%
FAG
2737
Financial Advisory Group
Texas
$231K +$511 +1 +0.2%
FFA
2738
Fi3 Financial Advisors
Indiana
$231K +$9.2K +18 +4%
TI
2739
TTP Investments
California
$231K +$231K +453 New
FFWM
2740
Future Financial Wealth Management
Ohio
$230K -$11.2K -22 -5%
AFAS
2741
Acorn Financial Advisory Services
Virginia
$230K
ZF
2742
Zhang Financial
Michigan
$229K -$2.54K -5 -1%
SAMT
2743
Select Asset Management & Trust
Pennsylvania
$229K
OCM
2744
Orser Capital Management
Texas
$229K
HA
2745
HC Advisors
Georgia
$229K
WFA
2746
West Financial Advisors
Iowa
$229K
JWA
2747
JFS Wealth Advisors
Pennsylvania
$229K +$23.5K +46 +11%
WCG
2748
Weaver Consulting Group
California
$226K -$509 -1 -0.2%
LWANC
2749
Laurel Wealth Advisors (North Carolina)
North Carolina
$226K
WIA
2750
World Investment Advisors
California
$225K -$1.53K -3 -0.7%