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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 %
EFS
901
Essex Financial Services
Connecticut
$8.47M -$773K -1,458 -8%
CAM
902
Cresset Asset Management
Illinois
$8.46M +$723K +2,380 +9%
GIA
903
Gladstone Institutional Advisory
Florida
$8.45M -$542K -1,023 -6%
BEC
904
Blue Edge Capital
Virginia
$8.44M -$85.4K -161 -1%
SIG
905
Stonegate Investment Group
Alabama
$8.42M +$392K +739 +5%
AT
906
Arden Trust
Delaware
$8.41M -$1.25M -2,363 -13%
AWP
907
Ascent Wealth Partners
New York
$8.3M -$47.7K -90 -0.6%
AAM
908
Autus Asset Management
Arizona
$8.27M -$218K -411 -3%
SBIA
909
Sheaff Brock Investment Advisors
Indiana
$8.26M -$132K -249 -2%
SIC
910
Sigma Investment Counselors
Michigan
$8.26M -$184K -348 -2%
STB
911
S&T Bank
Pennsylvania
$8.2M -$240K -453 -3%
CIA
912
Capital Investment Advisors
Georgia
$8.14M -$11.7K -22 -0.1%
S
913
SimplyRich
California
$8.12M
SCA
914
Stokes Capital Advisors
South Carolina
$8.1M +$147K +278 +2%
BB
915
Busey Bank
Illinois
$8.09M -$53K -100 -0.7%
BP
916
Ballentine Partners
Massachusetts
$8.09M +$861K +1,624 +12%
WANY
917
Wealthspire Advisors (New York)
New York
$8.08M +$2.51M +4,740 +45%
AAS
918
Ameritas Advisory Services
Nebraska
$8.04M +$3.27M +6,174 +69%
RCP
919
Rothschild Capital Partners
New York
$8.04M +$1.59K +3 +0%
MSWM
920
Mader & Shannon Wealth Management
Missouri
$7.99M +$784K +1,478 +11%
WIS
921
Wright Investors Service
Connecticut
$7.98M -$186K -351 -2%
CT
922
Clearstead Trust
Maine
$7.98M +$121K +229 +2%
MA
923
Mutual Advisors
Nebraska
$7.92M +$464K +876 +6%
HCA
924
Harbour Capital Advisors
Virginia
$7.91M -$343K -661 -4%
ECML
925
Eagle Capital Management (Louisiana)
Louisiana
$7.88M -$138K -260 -2%