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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 %
GIS
3076
Grayhawk Investment Strategies
Alberta, Canada
$49.8K -$84K -59 -63%
ST
3077
Sageworth Trust
Pennsylvania
$49K +$5.33K +10 +12%
IWP
3078
IAG Wealth Partners
Wisconsin
$45.6K +$22.3K +42 +95%
EE
3079
EWG Elevate
California
$44.5K +$44.5K +84 New
DFCM
3080
Dark Forest Capital Management
Puerto Rico
$44K +$44K +83 New
CMA
3081
Cedar Mountain Advisors
Oregon
$42.9K
AWM
3082
Align Wealth Management
Oklahoma
$42.9K +$42.9K +85 New
CWM
3083
CarsonAllaria Wealth Management
Illinois
$42K +$42K +79 New
WOSD
3084
WFA of San Diego
California
$41.9K +$41.9K +79 New
BCM
3085
Bourgeon Capital Management
Connecticut
$40.3K +$26.5K +50 +192%
EA
3086
Evolution Advisers
Virginia
$39K
RA
3087
Rise Advisors
New York
$38.1K
IRC
3088
Investors Research Corp
Georgia
$37.6K +$12.7K +24 +51%
BC
3089
Belmont Capital
California
$36K
Baillie Gifford & Co
3090
Baillie Gifford & Co
United Kingdom
$35.5K
DF
3091
DecisionPoint Financial
Arizona
$35K +$35K +66 New
BA
3092
Bellwether Advisors
Nebraska
$34.5K -$28.1K -53 -45%
TAM
3093
Tucker Asset Management
Colorado
$33.9K
SCA
3094
Stuart Chaussee & Associates
California
$32.3K
BBPWM
3095
Blue Bell Private Wealth Management
Pennsylvania
$31.8K
CWM
3096
Cranbrook Wealth Management
Michigan
$31.8K
FWA
3097
Freedom Wealth Alliance
Wisconsin
$31.3K +$31.3K +59 New
DMKJ
3098
David M. Knott Jr
$30K
AFS
3099
Annapolis Financial Services
Maryland
$29.2K -$23.3K -44 -44%
PK
3100
Pflug Koory
Nebraska
$28K