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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 %
NAMM
2976
NorthStar Asset Management (Massachusetts)
Massachusetts
$201K +$201K +379 New
HP
2977
HealthInvest Partners
Sweden
$201K +$201K +379 New
GWA
2978
GGM Wealth Advisors
Maryland
$201K -$110K -225 -35%
WA
2979
Wealthstar Advisors
Texas
$200K +$200K +378 New
WCWM
2980
Willow Creek Wealth Management
California
$200K +$200K +378 New
PFM
2981
Patton Fund Management
Texas
$200K +$200K +378 New
WWM
2982
Wolff Wiese Magana
California
$199K -$460K -867 -70%
CM
2983
Cornerstone Management
Georgia
$199K
FCMT
2984
Founders Capital Management (Texas)
Texas
$196K
3IP
2985
3Chopt Investment Partners
Virginia
$194K +$194K +365 New
FFL
2986
Financial Freedom LLC
Ohio
$191K +$191K +360 New
HDIM
2987
Hanson & Doremus Investment Management
Vermont
$188K
FWA
2988
FSC Wealth Advisors
New York
$186K -$9.01K -17 -5%
YAL
2989
Your Advocates Ltd
Texas
$186K
FCA
2990
Fortis Capital Advisors
Kansas
$182K +$182K +343 New
DCBT
2991
Dakota Community Bank & Trust
North Dakota
$180K
CWM
2992
Compass Wealth Management
Connecticut
$176K +$176K +332 New
TIM
2993
Tortoise Investment Management
New York
$172K -$188K -355 -52%
LS
2994
Leelyn Smith
Illinois
$168K +$23.9K +45 +17%
TCM
2995
Tradewinds Capital Management
Washington
$168K +$13.3K +25 +9%
FPB
2996
First PREMIER Bank
South Dakota
$165K +$24.9K +47 +18%
TFA
2997
Transamerica Financial Advisors
Florida
$164K -$6.39K -12 -4%
WAS
2998
Winch Advisory Services
Wisconsin
$164K +$20.6K +39 +14%
HBT
2999
Hills Bank & Trust
Iowa
$160K +$7.95K +15 +5%
BCMLT
3000
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K +$68.4K +129 +78%