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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 %
BFA
2726
Benedict Financial Advisors
Georgia
$322K +$1.06K +2 +0.3%
VCP
2727
Vista Capital Partners
Oregon
$322K +$36.6K +69 +13%
KLI
2728
Kelman-Lazarov Inc
Tennessee
$321K +$7.95K +15 +3%
AWM
2729
Atticus Wealth Management
Florida
$318K -$6.36K -12 -2%
HWA
2730
Heartwood Wealth Advisors
Virginia
$317K +$92.3K +174 +41%
CIG
2731
Cairn Investment Group
Washington
$317K
HA
2732
HC Advisors
Georgia
$316K
GWM
2733
Gray Wealth Management
Maine
$316K +$53K +100 +20%
GSIAS
2734
Garden State Investment Advisory Services
New Jersey
$316K +$316K +596 New
CCP
2735
Carmel Capital Partners
California
$315K +$14.3K +27 +5%
CWM
2736
Cherrydale Wealth Management
New Jersey
$315K +$38.7K +73 +14%
BIA
2737
Bell Investment Advisors
California
$315K +$59.9K +113 +23%
CCP
2738
Cassia Capital Partners
North Carolina
$313K -$57.8K -109 -16%
HPWM
2739
High Pines Wealth Management
Massachusetts
$312K +$530 +1 +0.2%
AIP
2740
Ahrens Investment Partners
Louisiana
$312K -$79K -149 -20%
VC
2741
Vicus Capital
Pennsylvania
$310K -$138K -260 -31%
GIM
2742
Grassi Investment Management
California
$310K
EWM
2743
Endowment Wealth Management
Wisconsin
$310K -$14.9K -28 -5%
IWM
2744
Iams Wealth Management
Nebraska
$310K +$310K +584 New
MA
2745
MAS Advisors
Florida
$309K -$32.9K -62 -10%
DA
2746
Dash Acquisitions
California
$309K
OLA
2747
Oliver Luxxe Assets
New Jersey
$308K -$2.65K -5 -0.9%
SSC
2748
Syverson Strege & Co
Iowa
$307K +$1.06K +2 +0.3%
BWCS
2749
Beirne Wealth Consulting Services
Connecticut
$307K +$307K +30,237 New
EWA
2750
ERTS Wealth Advisors
Michigan
$306K -$16.4K -31 -5%