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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 %
PTB
701
Pioneer Trust Bank
Oregon
$14.4M -$248K -468 -2%
AF
702
Allworth Financial
California
$14.3M +$251K +474 +2%
CS
703
Comerica Securities
Michigan
$14.3M -$220K -415 -2%
V
704
Veritable
Delaware
$14.2M +$253K +477 +2%
SWM
705
Segment Wealth Management
Texas
$14.2M +$192K +362 +1%
LG
706
Leuthold Group
Minnesota
$14.2M -$331K -625 -2%
LCM
707
Logan Capital Management
Pennsylvania
$14.2M -$342K -646 -2%
TIP
708
Torray Investment Partners
Maryland
$14.1M
CIA
709
CCM Investment Advisers
South Carolina
$14.1M -$699K -1,318 -5%
AUB
710
Atlantic Union Bankshares
Virginia
$14.1M -$824K -1,555 -6%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$14.1M +$198K +374 +1%
Nomura Holdings
712
Nomura Holdings
Japan
$14M +$402K +755 +3%
TAM
713
Trillium Asset Management
Massachusetts
$14M -$326K -615 -2%
QI
714
QV Investors
Alberta, Canada
$14M -$5.99M -11,305 -30%
CA
715
Cullinan Associates
Kentucky
$14M +$371K +700 +3%
HCA
716
Hyperion Capital Advisors
New York
$13.9M -$2.94M -5,538 -17%
PJSIMP
717
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.8M -$129K -243 -0.9%
AIP
718
Ameritas Investment Partners
Nebraska
$13.8M -$366K -715 -3%
TPCW
719
TD Private Client Wealth
New York
$13.7M +$2.44M +4,609 +22%
BWM
720
BerganKDV Wealth Management
Minnesota
$13.7M +$116K +219 +0.9%
CM
721
Capula Management
Cayman Islands
$13.7M +$8.46M +15,962 +162%
TAM
722
Tocqueville Asset Management
New York
$13.7M +$2.27M +4,281 +20%
AC
723
Addenda Capital
Quebec, Canada
$13.6M -$1.12M -2,121 -8%
PWAG
724
Polaris Wealth Advisory Group
California
$13.6M +$4.23M +8,567 +45%
EAMA
725
EFG Asset Management (Americas)
Florida
$13.6M -$1.12M -2,116 -8%