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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 %
CWA
3026
Clearview Wealth Advisors
Oregon
$104K +$4.25K +8 +4%
GMA
3027
Glassy Mountain Advisors
Maryland
$103K +$103K +195 New
TJHA
3028
Thomas J. Herzfeld Advisors
Florida
$103K -$15.9K -30 -13%
DAM
3029
Delta Asset Management
Tennessee
$100K +$100K +189 New
CHA
3030
Carmichael Hill & Associates
Maryland
$98.2K -$7.96K -15 -8%
WAM
3031
WFA Asset Management
Wisconsin
$96.3K -$93.2K -176 -49%
CFG
3032
CKW Financial Group
Hawaii
$93K -$13.3K -25 -13%
BI
3033
Bramshill Investments
Florida
$92.4K +$92.4K +197 New
RFA
3034
Register Financial Advisors
Georgia
$90.5K +$90.5K +171 New
KIA
3035
Kraematon Investment Advisors
Massachusetts
$89.7K +$89.7K +169 New
SGC
3036
Slocum, Gordon & Co
Rhode Island
$89.1K +$89.1K +168 New
LFA
3037
Legend Financial Advisors
Pennsylvania
$88K +$49.3K +93 +127%
BHWM
3038
Bay Harbor Wealth Management
Maryland
$87K +$3.69K +7 +4%
FRA
3039
Front Row Advisors
California
$86K +$2.64K +5 +3%
GG
3040
Gleason Group
Kentucky
$82.2K +$530 +1 +0.6%
CSPAM
3041
Cary Street Partners Asset Management
Virginia
$81.1K -$17K -32 -17%
AW
3042
Avion Wealth
Texas
$80K
AWM
3043
Accel Wealth Management
Iowa
$77.6K
SJIA
3044
St. James Investment Advisors
New York
$77.4K +$30.8K +58 +66%
RBC
3045
Roble Belko & Company
Pennsylvania
$77K
RG
3046
Retirement Group
California
$77K
MFG
3047
Mendota Financial Group
Wisconsin
$75.3K +$75.3K +142 New
DCM
3048
Dudley Capital Management
Virginia
$72.6K +$72.6K +137 New
CC
3049
Centiva Capital
New York
$71K -$1.21M -2,289 -94%
POIA
3050
Pin Oak Investment Advisors
Texas
$71K