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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 %
ICG
1526
InterOcean Capital Group
Tennessee
$2.44M -$283K -534 -10%
MFG
1527
Menard Financial Group
Texas
$2.43M -$421K -795 -15%
JWCA
1528
J.W. Cole Advisors
Florida
$2.43M -$19.1K -36 -0.8%
AFS
1529
Aft Forsyth & Sober
Florida
$2.43M
CWMU
1530
Caliber Wealth Management (Utah)
Utah
$2.42M +$10.1K +19 +0.4%
GWS
1531
Glassman Wealth Services
Virginia
$2.42M -$128K -242 -5%
BIA
1532
Benchmark Investment Advisors
Illinois
$2.42M +$56.7K +107 +2%
GL
1533
Graypoint LLC
New York
$2.41M +$24.9K +47 +1%
MHS
1534
M Holdings Securities
Oregon
$2.41M -$70K -132 -3%
AL
1535
Aspiriant LLC
California
$2.41M +$262K +494 +12%
WA
1536
Wambolt & Associates
Colorado
$2.4M +$217K +409 +10%
ACL
1537
Applied Capital LLC
Florida
$2.4M +$2.4M +4,518 New
SIA
1538
Soltis Investment Advisors
Utah
$2.39M +$303K +571 +15%
BBL
1539
Beck Bode LLC
Massachusetts
$2.39M -$46.7K -88 -2%
REMPR
1540
Roof Eidam Maycock Peralta (REMP)
California
$2.39M -$103K -195 -4%
FMI
1541
F/M Investments
District of Columbia
$2.38M +$2.38M +4,493 New
WA
1542
Waverly Advisors
Alabama
$2.38M -$73.7K -139 -3%
IAS
1543
IMA Advisory Services
Colorado
$2.38M +$55.7K +105 +2%
CWM
1544
Circle Wealth Management
New Jersey
$2.37M -$92.2K -174 -4%
CWM
1545
Cordatus Wealth Management
Pennsylvania
$2.36M +$2.36M +4,453 New
LWM
1546
Ledge Wealth Management
Minnesota
$2.36M +$497K +937 +27%
OAM
1547
Oak Asset Management
California
$2.35M -$236K -445 -9%
LOIM
1548
Liberty One Investment Management
Illinois
$2.34M -$5.83K -11 -0.2%
SIM
1549
Sterling Investment Management
Arizona
$2.34M -$151K -285 -6%
KA
1550
Kozak & Associates
Colorado
$2.34M -$5.83K -11 -0.2%