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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 %
MFS
2951
Mirabella Financial Services
United Kingdom
$212K +$212K +400 New
HG
2952
Harbor Group
New Hampshire
$211K +$211K +398 New
AFS
2953
Axiom Financial Strategies
Indiana
$210K -$10.1K -19 -5%
HAC
2954
Harbor Advisory Corp
New Hampshire
$210K -$4.77K -9 -2%
OSNBOA
2955
Old Second National Bank of Aurora
Illinois
$210K +$10.1K +19 +5%
LSA
2956
Lion Street Advisors
Texas
$210K +$18K +39 +9%
SWM
2957
Shakespeare Wealth Management
Wisconsin
$210K +$210K +395 New
OW
2958
Olistico Wealth
Oklahoma
$209K +$209K +394 New
NA
2959
Nottingham Advisors
New York
$208K +$208K +393 New
NIC
2960
Northwest Investment Counselors
Oregon
$208K
FFA
2961
Fairfield Financial Advisors
Massachusetts
$208K +$170K +320 +444%
BF
2962
Brogan Financial
Tennessee
$208K +$208K +392 New
PIFP
2963
Partners in Financial Planning
Virginia
$207K -$5.19K -10 -2%
WCFA
2964
Walkner Condon Financial Advisors
Wisconsin
$206K +$206K +389 New
JSAM
2965
J. Safra Asset Management
New York
$206K +$96.9K +183 +89%
WCP
2966
Wick Capital Partners
Pennsylvania
$206K +$206K +388 New
WRPWM
2967
Werba Rubin Papier Wealth Management
California
$205K +$205K +388 New
CCP
2968
Clarkston Capital Partners
Michigan
$205K +$205K +386 New
SL
2969
Summitry LLC
California
$205K +$205K +386 New
PHIC
2970
Pine Haven Investment Counsel
Massachusetts
$204K +$204K +385 New
PW
2971
Peninsula Wealth
California
$204K +$204K +384 New
TCPWM
2972
Traverso Chambers Private Wealth Management
California
$204K +$204K +384 New
KWM
2973
KFG Wealth Management
Indiana
$204K +$204K +384 New
AA
2974
Auxano Advisors
Washington
$201K +$201K +380 New
AIIMS
2975
Analyst IMS Investment Management Services
Israel
$201K +$201K +379 New