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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 %
NEI
501
Northwest & Ethical Investments
Ontario, Canada
$29.7M +$6.63M +12,499 +29%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$29.7M +$2.83M +5,333 +11%
PAM
503
Palisade Asset Management
Minnesota
$29.5M +$10.4M +19,630 +55%
RC
504
RBF Capital
California
$29.2M
PDM
505
Penn Davis McFarland
Texas
$28.8M -$407K -768 -1%
VPIM
506
Vanguard Personalized Indexing Management
California
$28.8M +$1.46M +2,748 +5%
BRWA
507
B. Riley Wealth Advisors
Florida
$28.6M +$941K +1,775 +3%
DCM
508
Dupont Capital Management
Delaware
$28.2M +$14M +26,462 +99%
SW
509
SVB Wealth
Massachusetts
$28M -$7.07M -13,329 -20%
RG
510
Renaissance Group
Kentucky
$28M +$117K +220 +0.4%
CWM
511
Congress Wealth Management
Massachusetts
$28M -$42.4K -80 -0.2%
DOA
512
D'Orazio & Associates
Virginia
$27.9M -$48.8K -92 -0.2%
FNT
513
First National Trust
Pennsylvania
$27.6M +$14.8K +28 +0.1%
MLICM
514
Metropolitan Life Insurance Company (MetLife)
New York
$27.5M -$1.6M -3,010 -5%
BC
515
Burney Company
Virginia
$27.5M -$3.16M -5,962 -10%
BSA
516
Braun Stacey Associates
New York
$27.1M -$1.44M -2,707 -5%
CTA
517
Chesley Taft & Associates
Illinois
$27.1M +$8.42M +15,883 +45%
ECM
518
Engle Capital Management
Connecticut
$27M +$3.71M +7,000 +16%
SAM
519
Sawgrass Asset Management
Florida
$27M -$31.3K -59 -0.1%
PC
520
Port Capital
Illinois
$26.9M +$5.04M +9,500 +23%
CTI
521
Community Trust & Investment
Kentucky
$26.9M -$813K -1,534 -3%
BCP
522
Blue Chip Partners
Michigan
$26.8M -$1.4M -2,636 -5%
VIA
523
Vident Investment Advisory
Georgia
$26.8M +$2.21M +4,173 +9%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$26.7M +$73.2K +138 +0.3%
SFM
525
Stack Financial Management
Montana
$26.7M +$300K +566 +1%