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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 %
CAM
1951
Campion Asset Management
Virginia
$960K
CWP
1952
Concord Wealth Partners
Virginia
$960K +$149K +289 +18%
TEC
1953
Tiger Eye Capital
Tennessee
$958K -$6.18M -12,033 -87%
OFS
1954
Oldfather Financial Services
Nebraska
$957K
FPCP
1955
Fort Point Capital Partners
California
$957K +$2.57K +5 +0.3%
EHC
1956
Everett Harris & Co
California
$957K +$43.6K +85 +5%
DI
1957
DAGCO Inc
Ohio
$955K -$12.3K -24 -1%
GHA
1958
GW Henssler & Associates
Georgia
$953K -$95K -185 -9%
CA
1959
Centerpoint Advisors
Massachusetts
$950K -$41.1K -80 -4%
AC
1960
Avory & Company
Florida
$946K
OWA
1961
One Wealth Advisors
California
$945K +$13.9K +27 +1%
NB
1962
Northwest Bancshares
Pennsylvania
$935K
TA
1963
TCM Advisors
West Virginia
$934K -$927K
JF
1964
JSF Financial
California
$931K -$508K -989 -35%
XWM
1965
Xcel Wealth Management
Florida
$929K +$8.22K +16 +0.9%
EBA
1966
Eagle Bay Advisors
New York
$928K +$327K +637 +54%
PP
1967
Patron Partners
Texas
$928K +$20.6K +40 +2%
FPA
1968
First Pacific Advisors
California
$927K -$128K -250 -12%
AWA
1969
Amplius Wealth Advisors
Pennsylvania
$926K -$62.7K -122 -6%
KF
1970
Krilogy Financial
Missouri
$925K +$239K +466 +35%
AWA
1971
Aaron Wealth Advisors
Illinois
$924K -$413M -803,953 -100%
JWM
1972
Jeppson Wealth Management
California
$924K
FPWM
1973
FSB Premier Wealth Management
Iowa
$923K +$513 +1 +0.1%
HCP
1974
Hexagon Capital Partners
Arkansas
$920K +$67.3K +131 +8%
WPA
1975
West Paces Advisors
Georgia
$920K +$58K +113 +7%