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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 %
LAM
1101
Lountzis Asset Management
Pennsylvania
$5.54M +$7.13K +15 +0.1%
NF
1102
Nikulski Financial
Iowa
$5.53M +$190K +359 +4%
GLR
1103
Great Lakes Retirement
Ohio
$5.51M +$5.51M +10,401 New
SFA
1104
Souders Financial Advisors
Ohio
$5.51M +$120K +226 +2%
RWP
1105
RWA Wealth Partners
Massachusetts
$5.51M +$4.7M +9,528 +580%
GW
1106
GW & Wade
Massachusetts
$5.51M +$442K +834 +9%
IB
1107
Intrust Bank
Kansas
$5.5M +$117K +221 +2%
CA
1108
Clearstead Advisors
Ohio
$5.49M +$34.5K +65 +0.6%
MWA
1109
Meridian Wealth Advisors
Texas
$5.48M +$25.4K +48 +0.5%
BONST
1110
Bank of Nova Scotia Trust
Ontario, Canada
$5.46M -$234K -442 -4%
FMAEN1
1111
Fund Management at Engine No 1
California
$5.45M +$686K +1,293 +14%
JC
1112
JB Capital
Connecticut
$5.44M +$231K +435 +4%
TVWM
1113
Tower View Wealth Management
Wisconsin
$5.44M -$54.6K -103 -1%
FWM
1114
Fairhaven Wealth Management
Illinois
$5.43M +$88K +166 +2%
WWM
1115
Western Wealth Management
Colorado
$5.42M -$3.62M -6,820 -40%
RP
1116
Rice Partnership
Hawaii
$5.42M +$807K +1,522 +17%
CCM
1117
Canal Capital Management
Virginia
$5.42M +$227K +428 +4%
CBB
1118
Citizens Business Bank
California
$5.4M -$61K -115 -1%
DLG
1119
Daniel L. Goodwin
$5.4M +$239K +450 +5%
PA
1120
Procyon Advisors
Connecticut
$5.4M +$1.36M +2,564 +34%
EA
1121
Eclectic Associates
California
$5.38M +$5.14M +9,701 +2,137%
DPIM
1122
Duff & Phelps Investment Management
Illinois
$5.37M
CC
1123
Chicago Capital
Illinois
$5.36M +$4.47M +8,429 +500%
MSAM
1124
Moloney Securities Asset Management
Missouri
$5.35M -$645K -1,216 -11%
LA
1125
Lindenwold Advisors
Pennsylvania
$5.35M -$11.7K -22 -0.2%