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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 %
OCPWS
2751
One Charles Private Wealth Services
Massachusetts
$306K -$1.59K -3 -0.5%
APW
2752
Acima Private Wealth
Virginia
$306K
TWM
2753
Tanager Wealth Management
United Kingdom
$306K +$306K +577 New
KL
2754
KilterHowling LLC
Colorado
$305K -$3.18K -6 -1%
LL
2755
LPWM LLC
Minnesota
$303K -$33.5K -69 -10%
DWA
2756
Dougherty Wealth Advisers
Minnesota
$303K
PGIM
2757
Pacific Global Investment Management
California
$302K +$24.4K +46 +9%
JE
2758
JMAC Enterprises
Pennsylvania
$302K -$2.12K -4 -0.7%
TFA
2759
Trinity Financial Advisors
Ohio
$300K +$300K +566 New
ACM
2760
Antonetti Capital Management
Florida
$300K -$2.12K -4 -0.7%
DE
2761
Day & Ennis
Georgia
$300K
UBV
2762
United Bank (Virginia)
Virginia
$298K -$15.9K -30 -5%
AFP
2763
Alpha Financial Partners
Kentucky
$298K +$298K +561 New
B
2764
Bridgeworth
Alabama
$297K +$11.7K +22 +4%
VBWMG
2765
Von Berge Wealth Management Group
California
$297K +$486 +1 +0.2%
MPCG
2766
Matrix Private Capital Group
New York
$296K -$26.5K -50 -8%
SPI
2767
Sutton Place Investors
New York
$296K -$5.3K -10 -2%
HFS
2768
Horizon Financial Services
North Carolina
$296K
IAP
2769
Indie Asset Partners
Indiana
$295K
RWA
2770
Rooted Wealth Advisors
Illinois
$295K +$295K +556 New
IWM
2771
Integris Wealth Management
California
$294K +$294K +555 New
CFA
2772
CWS Financial Advisors
Michigan
$294K -$29.8K -80 -9%
TBC
2773
Ted Buchan & Co
California
$294K +$294K +554 New
WFA
2774
Wade Financial Advisory
California
$293K
LAM
2775
Lakewood Asset Management
Illinois
$293K +$293K +553 New