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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 %
CF
2926
Corrigan Financial
Rhode Island
$221K -$12.7K -24 -5%
PWLP
2927
Prio Wealth Limited Partnership
Massachusetts
$221K -$33.9K -64 -13%
SSW
2928
Smith Shellnut Wilson
Mississippi
$221K
OFW
2929
Omnia Family Wealth
Florida
$219K
CPG
2930
Cornerstone Planning Group
New Jersey
$219K +$219K +453 New
MWA
2931
MFA Wealth Advisors
Pennsylvania
$219K
OBGC
2932
O'Brien Greene & Co
Pennsylvania
$219K -$559K -1,056 -72%
HIS
2933
Harvest Investment Services
Illinois
$218K -$7.95K -15 -4%
VFP
2934
Verus Financial Partners
Virginia
$218K -$19K -38 -8%
RW
2935
Reframe Wealth
Virginia
$217K +$217K +410 New
CDIA
2936
Capital Directions Investment Advisors
Georgia
$217K +$217K +410 New
WF
2937
Wayfinding Financial
Washington
$217K -$33.7K -73 -13%
NCM
2938
Noesis Capital Mangement
Florida
$217K +$6.37K +12 +3%
SCA
2939
Southern Capital Advisors
Tennessee
$216K +$4.24K +8 +2%
CAM
2940
Claret Asset Management
Quebec, Canada
$216K +$4.77K +9 +2%
GA
2941
Greenspring Advisors
Maryland
$215K -$51.4K -97 -19%
IIA
2942
Integral Investment Advisors
California
$215K
OCM
2943
Orion Capital Management
California
$215K +$36.1K +68 +20%
OHIS
2944
Oak Harvest Investment Services
Texas
$214K -$4.24K -8 -2%
VFG
2945
V2 Financial group
Illinois
$214K
1WM
2946
1900 Wealth Management
Texas
$213K +$2.12K +4 +1%
SW
2947
Simplicity Wealth
New Jersey
$213K +$213K +401 New
OKSA
2948
O'Keefe Stevens Advisory
New York
$212K -$52.5K -99 -20%
GD
2949
Grandfield & Dodd
New York
$212K
KBFS
2950
Kohmann Bosshard Financial Services
Ohio
$212K