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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 %
CCM
526
Cohen Capital Management
California
$26.4M -$713K -1,344 -3%
SPPAM
527
Summit Partners Public Asset Management
Massachusetts
$26.2M +$12M +22,569 +84%
GBA
528
Garrison Bradford & Associates
New York
$26.1M -$867K -1,635 -3%
ACA
529
Aptus Capital Advisors
Alabama
$26M -$287K -541 -1%
API
530
Advisor Partners II
California
$26M +$1.81M +3,415 +7%
MWM
531
Moran Wealth Management
Florida
$26M +$26M +48,948 New
LA
532
LBP AM
France
$25.8M +$25.8M +48,669 New
NPPM
533
North Point Portfolio Managers
Ohio
$25.7M +$128K +242 +0.5%
UAM
534
UAS Asset Management
New York
$25.3M +$9.22M +17,381 +57%
PCA
535
Private Capital Advisors
Connecticut
$25.3M
EWA
536
EP Wealth Advisors
California
$25.1M +$1.58M +2,986 +7%
SEM
537
Suncoast Equity Management
Florida
$24.8M -$642K -1,211 -3%
AWS
538
Atria Wealth Solutions
New York
$24.7M +$3M +5,656 +14%
EWA
539
Exencial Wealth Advisors
Oklahoma
$24.6M +$2.89M +5,454 +13%
OMC
540
Overbrook Management Corp
New York
$24.5M +$903K +1,704 +4%
BIAS
541
Beacon Investment Advisory Services
New Jersey
$24.5M -$295K -557 -1%
BCV
542
Banque Cantonale Vaudoise
Switzerland
$24.5M +$13.3M +25,085 +119%
LMIM
543
Lockheed Martin Investment Management
Maryland
$24.4M +$1.04M +1,970 +4%
AssetMark Inc
544
AssetMark Inc
California
$24.3M +$4.16M +7,840 +21%
TTWM
545
TCV Trust & Wealth Management
Virginia
$24.2M -$627K -1,182 -3%
ACIM
546
Azimuth Capital Investment Management
Michigan
$24.2M -$174K -329 -0.7%
CA
547
Callahan Advisors
Texas
$24.1M -$1.2M -2,264 -5%
TI
548
Trexquant Investment
Connecticut
$24.1M +$21.1M +39,724 +697%
EI
549
Ethic Inc
New York
$24.1M +$591K +1,114 +3%
HW
550
Hancock Whitney
Mississippi
$24M +$8.16M +15,386 +52%