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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
2876
B. Riley Wealth Management
Tennessee
$40.5K -$6.23K -2,748 -13%
FSWA
2877
Financial Synergies Wealth Advisors
Texas
$39K -$237K -462 -86%
ETI
2878
Enterprise Trust & Investment
California
$39K +$39K +76 New
SJIA
2879
St. James Investment Advisors
New York
$39K +$39K +76 New
EA
2880
Evolution Advisers
Virginia
$38K
RA
2881
Rise Advisors
New York
$37K -$2.06K -4 -5%
BCPWM
2882
Bradley & Co Private Wealth Management
Florida
$36K -$29.8K -58 -45%
Baillie Gifford & Co
2883
Baillie Gifford & Co
United Kingdom
$34K
TAM
2884
Tucker Asset Management
Colorado
$32.9K
AA
2885
AlphaMark Advisors
Kentucky
$31K
SCA
2886
Stuart Chaussee & Associates
California
$31K
CWM
2887
Cranbrook Wealth Management
Michigan
$31K
BBPWM
2888
Blue Bell Private Wealth Management
Pennsylvania
$31K +$1.03K +2 +3%
JMF
2889
Johnson Midwest Financial
Iowa
$31K +$2.03K +4 +7%
RCWMU
2890
Rothschild & Co Wealth Management (UK)
United Kingdom
$31K +$31K +61 New
CIA
2891
Cascade Investment Advisors
Oregon
$30.8K
AWMS
2892
Advocacy Wealth Management Services
Georgia
$30K
AFS
2893
Annapolis Financial Services
Maryland
$30K +$517 +1 +2%
DMKJ
2894
David M. Knott Jr
$29K +$29K +57 New
UWM
2895
Urban Wealth Management
California
$29K +$29K +57 New
RAM
2896
Riggs Asset Management
Pennsylvania
$28K -$104K -200 -79%
FEG
2897
Financial Enhancement Group
Indiana
$26K
AC
2898
Armistice Capital
New York
$25.7K +$25.7K +50,000 New
GAG
2899
Goodman Advisory Group
Massachusetts
$23K +$23K +44 New
KFS
2900
Kelly Financial Services
Massachusetts
$22.4K