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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 %
RIM
2901
Rockbridge Investment Management
New York
$234K +$10.1K +19 +4%
HFS
2902
Howard Financial Services
Texas
$233K +$233K +440 New
PFWA
2903
Paces Ferry Wealth Advisors
Georgia
$232K -$16.4K -31 -7%
AIM
2904
Arcadia Investment Management
Michigan
$231K +$209K +394 +961%
TCM
2905
True Capital Management
California
$230K +$230K +435 New
RIP
2906
RAM Investment Partners
Washington
$230K +$230K +434 New
KC
2907
Kinloch Capital
Virginia
$230K
HCM
2908
Hutner Capital Management
Vermont
$229K
ACM
2909
Academy Capital Management
Texas
$229K
KWS
2910
Keystone Wealth Services
California
$228K +$4.77K +9 +2%
EWM
2911
Edge Wealth Management
New York
$228K +$228K +433 New
GHA
2912
Granite Harbor Advisors
Texas
$227K +$227K +429 New
LFA
2913
Landmark Financial Advisors
Kentucky
$226K
WAM
2914
Wolverine Asset Management
Illinois
$226K -$7.28M -13,732 -97%
JTWM
2915
Jackson Thornton Wealth Management
Alabama
$226K -$32.3K -61 -13%
SAM
2916
Summit Asset Management
Tennessee
$226K
P
2917
Palladiem
Pennsylvania
$225K
AFWM
2918
AMJ Financial Wealth Management
Virginia
$225K
MS
2919
Madden Securities
Texas
$224K
JWS
2920
Juncture Wealth Strategies
Arizona
$224K +$224K +423 New
RF
2921
Rollins Financial
Georgia
$224K +$224K +422 New
RFP
2922
Roth Financial Partners
Texas
$223K -$45.6K -86 -17%
TFG
2923
Tilson Financial Group
New Jersey
$223K +$223K +420 New
FWMM
2924
Foundation Wealth Management (Missouri)
Missouri
$222K +$222K +418 New
MAM
2925
Milestone Asset Management
Pennsylvania
$222K +$222K +456 New