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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
501
Congress Wealth Management
Massachusetts
$26.8M -$1.44M -2,802 -5%
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$26.3M +$2.29M +4,455 +10%
CCM
503
Cohen Capital Management
California
$26.3M -$71.4K -139 -0.3%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$25.6M +$90.9K +177 +0.4%
SFM
505
Stack Financial Management
Montana
$25.6M -$192K -374 -0.7%
IC
506
IEQ Capital
California
$25.5M +$3.95M +7,700 +18%
FCH
507
Freestone Capital Holdings
Washington
$25.4M -$4.31M -8,387 -14%
Westfield Capital Management
508
Westfield Capital Management
Massachusetts
$25.1M +$24.7M +48,050 +5,860%
NPPM
509
North Point Portfolio Managers
Ohio
$25.1M -$387K -754 -2%
SW
510
SVB Wealth
Massachusetts
$25M +$597K +1,162 +2%
PCA
511
Private Capital Advisors
Connecticut
$24.9M +$1.16M +2,268 +5%
CA
512
Callahan Advisors
Texas
$24.8M -$501K -976 -2%
HI
513
Hendershot Investments
Virginia
$24.7M -$213K -415 -0.9%
UAM
514
UAS Asset Management
New York
$24.5M +$24.5M +47,658 New
BC
515
Brookfield Corp
Ontario, Canada
$24.5M -$5.27M -10,257 -18%
TTWM
516
TCV Trust & Wealth Management
Virginia
$24.4M -$14.4K -28 -0.1%
MAM
517
Meeder Asset Management
Ohio
$24.4M -$977K -1,902 -4%
BIC
518
Beach Investment Counsel
Pennsylvania
$24.1M -$35.4K -69 -0.1%
BIAS
519
Beacon Investment Advisory Services
New Jersey
$24.1M +$4.16M +8,106 +21%
VPIM
520
Vanguard Personalized Indexing Management
California
$24.1M +$5.2M +10,124 +28%
ALAM
521
Asahi Life Asset Management
Japan
$24M -$24.9M -48,508 -51%
QI
522
QV Investors
Alberta, Canada
$23.9M -$2.54M -4,940 -10%
AP
523
Advisor Partners
California
$23.8M +$716K +1,394 +3%
ACA
524
Anchor Capital Advisors
Massachusetts
$23.7M -$359K -699 -1%
ACIM
525
Azimuth Capital Investment Management
Michigan
$23.6M +$23.6M +45,860 New