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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 %
JMF
3051
Johnson Midwest Financial
Iowa
$71K +$38.4K +72 +118%
CSWM
3052
Cassady Schiller Wealth Management
Ohio
$70.5K +$70.5K +133 New
GWM
3053
Guardian Wealth Management
Illinois
$67.5K
RWMH
3054
Riverpoint Wealth Management Holdings
Illinois
$66.8K +$66.8K +126 New
WOC
3055
West Oak Capital
California
$66K
BAM
3056
Baldrige Asset Management
Pennsylvania
$66K
OA
3057
Operose Advisors
Wisconsin
$65.7K
CTB
3058
Country Trust Bank
Illinois
$64.7K -$550K -1,037 -89%
TLA
3059
Tanglewood Legacy Advisors
Texas
$64.7K +$64.7K +122 New
BAM
3060
Bellevue Asset Management
Washington
$64.2K
DWA
3061
Delos Wealth Advisors
Texas
$64.2K
RWM
3062
Ruedi Wealth Management
Illinois
$64.2K +$64.2K +121 New
OAJ
3063
Ogorek Anthony Joseph
New York
$64K
FSWA
3064
Financial Synergies Wealth Advisors
Texas
$62K +$21.7K +41 +54%
PA
3065
PSI Advisors
Florida
$61.3K +$528 +1 +0.9%
GFWA
3066
Grey Fox Wealth Advisors
Delaware
$59.4K +$59.4K +112 New
OBWP
3067
O'Brien Wealth Partners
Massachusetts
$55.7K -$73.2K -138 -57%
BSWA
3068
Bromfield Sneider Wealth Advisors
Massachusetts
$55.7K
HF
3069
Halpern Financial
Virginia
$53K
SC
3070
Solstein Capital
California
$52K -$118K -222 -69%
GJIA
3071
Glass Jacobson Investment Advisors
Maryland
$52K +$52K +98 New
RTL
3072
Red Tortoise LLC
Georgia
$51.4K +$51.4K +97 New
Point72 Asset Management
3073
Point72 Asset Management
Connecticut
$50.9K -$92.5M -174,440 -100%
PPWM
3074
PFG Private Wealth Management
Florida
$50K -$2.13K -4 -4%
LFA
3075
Level Financial Advisors
New York
$50K +$2.13K +4 +4%