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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 %
CWA
2851
Clearview Wealth Advisors
Oregon
$96K -$19K -37 -17%
OBWP
2852
O'Brien Wealth Partners
Massachusetts
$92K +$50.1K +103 +120%
PCH
2853
Polar Capital Holdings
United Kingdom
$91.7K +$2.26K +4,438 +3%
AWM
2854
Activest Wealth Management
Florida
$88K +$50.4K +99 +134%
BHWM
2855
Bay Harbor Wealth Management
Maryland
$86K +$86K +169 New
ED
2856
Exane Derivatives
France
$85.2K +$85.2K +167 New
LAS
2857
Lloyd Advisory Services
Georgia
$83K +$76.9K +151 +1,258%
EC
2858
Estate Counselors
Wisconsin
$82K
UFF
2859
USA Financial Formulas
Michigan
$81K +$81K +158 New
RBC
2860
Roble Belko & Company
Pennsylvania
$80K +$51.8K +101 +184%
SC
2861
Stephens Consulting
Michigan
$79.6K -$39.8K -78 -33%
PI
2862
Parkside Investments
Illinois
$78K -$4.85M -9,505 -98%
GG
2863
Gleason Group
Kentucky
$78K
AW
2864
Avion Wealth
Texas
$78K
TC
2865
Tacita Capital
Ontario, Canada
$74K
BCMLT
2866
Beacon Capital Management LLC (Tennessee)
Tennessee
$74K +$74K +146 New
AWM
2867
Accel Wealth Management
Iowa
$72K
HI
2868
Hudock Inc
Pennsylvania
$70K -$6.09K -12 -8%
KFAA
2869
Klaas Financial Asset Advisors
Illinois
$67K
BHWM
2870
Beaird Harris Wealth Management
Texas
$65K -$11.8K -23 -15%
BCPWM
2871
Bradley & Co Private Wealth Management
Florida
$65K
GWM
2872
Guardian Wealth Management
Illinois
$65K
BAM
2873
Baldrige Asset Management
Pennsylvania
$64K -$21.5K -42 -25%
WOC
2874
West Oak Capital
California
$64K
HF
2875
Halpern Financial
Virginia
$63.7K -$37.2K -73 -37%