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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 %
MLA
3001
MB, Levis & Associates
Pennsylvania
$155K +$155K +292 New
TFGT
3002
TS Financial Group (TSFG)
Illinois
$154K -$7.97K -15 -5%
PWS
3003
Paragon Wealth Strategies
Florida
$149K -$76.5K -144 -34%
RP
3004
Rowlandmiller & Partners
Georgia
$148K
BHWM
3005
Beaird Harris Wealth Management
Texas
$146K +$93.3K +176 +176%
OLVIG
3006
Oliver Lagore Vanvalin Investment Group
Michigan
$142K +$4.24K +8 +3%
MAWCM
3007
Mine & Arao Wealth Creation & Management
California
$136K
NMG
3008
New Millennium Group
Utah
$135K -$19.1K -36 -12%
BCM
3009
Barometer Capital Management
Ontario, Canada
$133K -$14.9M -28,052 -99%
AWM
3010
Activest Wealth Management
Florida
$129K +$54K +102 +72%
TFM
3011
TFC Financial Management
Massachusetts
$129K -$5.3K -10 -4%
TCWA
3012
Ten Capital Wealth Advisors
Washington
$129K -$37.6K -71 -23%
VIA
3013
Virtus Investment Advisers
Connecticut
$129K
TCM
3014
TD Capital Management
Tennessee
$127K
DI
3015
Disciplined Investments
Oklahoma
$126K -$45.1K -85 -26%
LWA
3016
Lowe Wealth Advisors
Maryland
$123K -$21.2K -40 -15%
CH
3017
Canton Hathaway
Rhode Island
$122K
AA
3018
Addison Advisors
Vermont
$120K -$14.3K -27 -11%
MFT
3019
Moisand Fitzgerald Tamayo
Florida
$119K +$54.6K +103 +85%
MIHAS
3020
Maj Invest Holding A/S
Denmark
$118K +$118K +222 New
NSB
3021
Norway Savings Bank
Maine
$118K
FCG
3022
Financial Connections Group
California
$113K
HC
3023
Hoese & Co
Minnesota
$108K -$7.64K -14 -7%
Q
3024
QVR
California
$107K -$1.1M -2,080 -91%
AWM
3025
Abound Wealth Management
Tennessee
$107K -$24.9K -47 -19%