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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 %
AC
1301
Abbrea Capital
California
$3.72M +$87.5K +165 +2%
ASGS
1302
Alpha Square Group S
New York
$3.71M +$636K +1,200 +21%
MUAMU
1303
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.71M
BW
1304
Bison Wealth
Georgia
$3.71M -$322K -662 -8%
MOS
1305
MGO One Seven
Ohio
$3.7M -$72.1K -136 -2%
BWM
1306
BNC Wealth Management
Oregon
$3.7M -$13.3K -25 -0.4%
SIM
1307
Sentry Investment Management
Wisconsin
$3.7M +$242K +456 +7%
DR
1308
Davis Rea
Ontario, Canada
$3.7M -$26.5K -50 -0.7%
B
1309
Barings
North Carolina
$3.7M -$85.9K -162 -2%
MLFP
1310
MPS Loria Financial Planners
Illinois
$3.69M -$38.2K -72 -1%
MFG
1311
Merit Financial Group
Georgia
$3.66M +$730K +1,377 +25%
CAM
1312
Cypress Asset Management
Texas
$3.64M -$109K -205 -3%
IWM
1313
IHT Wealth Management
Illinois
$3.61M -$586K -1,106 -14%
BB
1314
Berkshire Bank
Massachusetts
$3.6M -$180K -340 -5%
CCM
1315
Condor Capital Management
New Jersey
$3.6M +$104K +197 +3%
FFM
1316
Forum Financial Management
Illinois
$3.57M -$530 -1 -0%
PWP
1317
Principle Wealth Partners
Connecticut
$3.56M -$55.7K -105 -2%
PRS
1318
Pinkerton Retirement Specialists
Idaho
$3.56M -$188K -355 -5%
PFA
1319
Pathway Financial Advisers
Indiana
$3.55M +$3.55M +6,687 New
LWAC
1320
Laurel Wealth Advisors (California)
California
$3.54M -$53.6K -101 -1%
SFO
1321
Stokes Family Office
Louisiana
$3.54M +$20.7K +39 +0.6%
BTI
1322
Blue Trust Inc
Georgia
$3.54M +$1.77M +3,511 +100%
WCM
1323
Wunderlich Capital Managemnt
Tennessee
$3.54M -$46.7K -88 -1%
CWM
1324
Chemistry Wealth Management
New York
$3.53M
SSWM
1325
Sheets Smith Wealth Management
North Carolina
$3.53M