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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 %
FPGK
2851
Financial Partners Group (Kansas)
Kansas
$252K +$10.4K +21 +4%
PWW
2852
Pettyjohn Wood & White
Virginia
$252K +$15.9K +30 +7%
CPC
2853
Congress Park Capital
New York
$252K -$23.9K -45 -9%
JWA
2854
JFS Wealth Advisors
Pennsylvania
$252K -$15.4K -29 -6%
MC
2855
Maverick Capital
Texas
$250K +$3.71K +7 +2%
TWP
2856
Tempus Wealth Planning
California
$250K -$43.5K -82 -15%
AA
2857
Alesco Advisors
New York
$250K +$8.48K +16 +4%
TC
2858
Trilogy Capital
California
$249K +$249K +470 New
PWA
2859
PCG Wealth Advisors
Kansas
$249K -$241K -454 -49%
EF
2860
Exeter Financial
Arizona
$248K +$530 +1 +0.2%
CWA
2861
Consilio Wealth Advisors
Washington
$247K +$247K +466 New
MWP
2862
Meridian Wealth Partners
Pennsylvania
$247K +$27K +51 +12%
BFP
2863
Briaud Financial Planning
Texas
$247K -$54.1K -102 -18%
MWP
2864
Meredith Wealth Planning
Illinois
$247K +$247K +466 New
FWM
2865
FMB Wealth Management
California
$247K +$247K +465 New
IAG
2866
Investment Advisory Group
Massachusetts
$246K
LAM
2867
Lifestyle Asset Management
Texas
$245K +$245K +463 New
BWM
2868
BlackDiamond Wealth Management
New York
$245K +$22.4K +46 +10%
HBWM
2869
Hollow Brook Wealth Management
New York
$245K +$25.4K +48 +12%
AFAS
2870
Acorn Financial Advisory Services
Virginia
$244K +$10.1K +19 +4%
EMFAT
2871
Emerald Mutual Fund Advisers Trust
Pennsylvania
$244K -$42.9K -81 -15%
FWM
2872
Focused Wealth Management
New York
$244K +$56.7K +107 +30%
LF
2873
LifeSteps Financial
California
$243K
JC
2874
Jacobs & Co
California
$243K
BWAM
2875
Boyd Watterson Asset Management
Ohio
$243K +$243K +458 New