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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 %
PWPS
1376
Pinnacle Wealth Planning Services
Ohio
$3.23M -$67.3K -127 -2%
JFGIW
1377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.23M -$19.1K -36 -0.6%
CB
1378
Cooke & Bieler
Pennsylvania
$3.22M -$371K -699 -10%
NCGI
1379
Next Century Growth Investors
Minnesota
$3.22M -$1.59K -3 -0%
BHB
1380
Bank Hapoalim BM
Israel
$3.21M +$113K +214 +4%
CNC
1381
Canandaigua National Corp
New York
$3.21M +$143K +270 +5%
AF
1382
Alerus Financial
North Dakota
$3.21M -$5.42M -10,223 -63%
KA
1383
Kovack Advisors
Florida
$3.21M +$809K +1,525 +34%
HBT
1384
Heartland Bank & Trust
Illinois
$3.21M -$172K -325 -5%
AIA
1385
AIMZ Investment Advisors
California
$3.21M -$164K -310 -5%
FA
1386
Fiduciary Alliance
South Carolina
$3.21M +$3.21M +6,045 New
WP
1387
WealthSource Partners
California
$3.19M +$174K +329 +6%
FTC
1388
Farmers Trust Company
Ohio
$3.18M +$18K +34 +0.6%
ACM
1389
Aubrey Capital Management
United Kingdom
$3.18M -$318K -600 -9%
MFS
1390
Monetta Financial Services
Illinois
$3.18M
CCT
1391
Capital City Trust
Florida
$3.17M -$20.7K -39 -0.6%
TCA
1392
Transcend Capital Advisors
New Jersey
$3.17M -$162K -305 -5%
WP
1393
WealthShield Partners
North Carolina
$3.16M +$511K +963 +19%
FMLI
1394
Fukoku Mutual Life Insurance
Japan
$3.16M +$212K +400 +7%
ACS
1395
Archford Capital Strategies
Illinois
$3.16M +$316K +596 +11%
APP
1396
Avantax Planning Partners
Iowa
$3.15M -$67.3K -127 -2%
TW
1397
TrinityPoint Wealth
Connecticut
$3.14M -$68.4K -129 -2%
SF
1398
Summit Financial
New Jersey
$3.14M -$990K -1,868 -24%
TAM
1399
Tealwood Asset Management
Minnesota
$3.14M -$150K -283 -5%
RSWM
1400
Robertson Stephens Wealth Management
California
$3.13M -$283K -534 -8%