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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1301
Condor Capital Management
New Jersey
$3.34M -$2.05K -4 -0.1%
EWM
1302
Elmwood Wealth Management
California
$3.33M -$15.4K -30 -0.5%
CWM
1303
Centric Wealth Management
Illinois
$3.32M -$35.9K -70 -1%
CI
1304
CX Institutional
Indiana
$3.32M +$207K +404 +7%
APP
1305
Avantax Planning Partners
Iowa
$3.32M +$432K +841 +15%
RFM
1306
Royal Fund Management
Florida
$3.3M -$180K -350 -5%
RPC
1307
Rossmore Private Capital
Connecticut
$3.3M -$45.7K -89 -1%
NL
1308
NVWM LLC
Pennsylvania
$3.3M +$1.25M +2,435 +61%
GSB
1309
Greenfield Savings Bank
Massachusetts
$3.29M +$3.29M +6,413 New
FWP
1310
FAS Wealth Partners
Kansas
$3.28M +$165K +321 +5%
BWM
1311
Buckley Wealth Management
Nevada
$3.28M -$139K -271 -4%
PGWM
1312
Parisi Gray Wealth Management
New Jersey
$3.28M +$70.9K +138 +2%
SXL
1313
Summit X LLC
Missouri
$3.27M -$225K -437 -6%
EHWM
1314
Eads & Heald Wealth Management
Georgia
$3.27M -$33.9K -66 -1%
IRAG
1315
Investment Research & Advisory Group
Georgia
$3.27M +$145K +283 +5%
TA
1316
Townsend & Associates
Colorado
$3.26M -$28.9K -56 -0.9%
NME
1317
Notis-McConarty Edward
$3.25M +$50.3K +98 +2%
SFG
1318
SevenBridge Financial Group
Pennsylvania
$3.24M -$74K -144 -2%
TCA
1319
Transcend Capital Advisors
New Jersey
$3.24M +$34.4K +67 +1%
SP
1320
SWS Partners
Ohio
$3.24M -$370K -721 -10%
CCT
1321
Chemung Canal Trust
New York
$3.23M -$4.46M -8,691 -58%
TAM
1322
Tealwood Asset Management
Minnesota
$3.23M -$53.9K -105 -2%
SF
1323
Summit Financial
New Jersey
$3.23M -$62.1K -121 -2%
RCM
1324
Regency Capital Management
Hawaii
$3.23M +$315K +614 +11%
PWPS
1325
Pinnacle Wealth Planning Services
Ohio
$3.23M +$170K +331 +6%