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UnitedHealth

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
2951
IFS Advisors
Kansas
$17K
UFF
2952
USA Financial Formulas
Michigan
$17K +$11.5K +23 +209%
HWP
2953
Highline Wealth Partners
California
$16.2K +$16.2K +32 New
SAM
2954
Strategic Asset Management
Minnesota
$15K +$15K +30 New
APW
2955
Axim Planning & Wealth
Ohio
$13K -$7.8K -15 -38%
BCM
2956
Bourgeon Capital Management
Connecticut
$13K
EL
2957
EMFO LLC
Florida
$13K
MDCM
2958
Morgan Dempsey Capital Management
Wisconsin
$12K +$12K +24 New
RIM
2959
Ranger Investment Management
Texas
$11K
LIM
2960
Longfellow Investment Management
Massachusetts
$10K
SA
2961
SRH Advisors
Kansas
$9K
NC
2962
NewSquare Capital
Pennsylvania
$9K
SC
2963
Schubert & Co
Texas
$9K +$1K +2 +13%
KSWA
2964
Kathleen S. Wright Associates
Pennsylvania
$9K +$9K +17 New
MOS
2965
MGO One Seven
Ohio
$8.54K -$1.44K -1,202 -14%
TC
2966
Truvestments Capital
Florida
$8K
HWM
2967
HighMark Wealth Management
Minnesota
$7K
NF
2968
Norwood Financial
Pennsylvania
$7K +$7K +14 New
EWM
2969
Executive Wealth Management
Michigan
$6.88K -$6.56K -6,561 -49%
KC
2970
Knuff & Co
California
$6K
MUMSS
2971
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
AS
2972
Altshuler Shaham
Israel
$4K -$1K -2 -20%
HFS
2973
HBC Financial Services
Washington
$4K
MCM
2974
McMillion Capital Management
North Carolina
$4K
PWP
2975
Principle Wealth Partners
Connecticut
$3.45K -$33 -66 -1%