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UnitedHealth

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1976
V Wealth Advisors
Kansas
$975K -$430K -852 -31%
PFA
1977
Professional Financial Advisors
Nebraska
$974K -$7.07K -14 -0.7%
AIC
1978
Archer Investment Corporation
Indiana
$973K -$17.7K -35 -2%
1W
1979
1776 Wealth
Georgia
$972K
LIG
1980
Lokken Investment Group
Delaware
$972K +$4.04K +8 +0.4%
SAS
1981
Stelac Advisory Services
New York
$972K +$218K +431 +29%
SI
1982
Saxon Interests
Texas
$969K -$25.8K -49 -3%
BCP
1983
Berkeley Capital Partners
Georgia
$969K -$505 -1 -0.1%
OFS
1984
OneAscent Financial Services
Alabama
$969K +$24.2K +48 +3%
CFO
1985
CVA Family Office
Colorado
$963K +$227K +450 +31%
BWA
1986
Blodgett Wealth Advisors
California
$960K
AWA
1987
Amplius Wealth Advisors
Pennsylvania
$960K +$50.5K +100 +6%
VWMG
1988
Virginia Wealth Management Group
Virginia
$960K +$68.2K +135 +8%
PIM
1989
Profit Investment Management
Maryland
$957K
PCM
1990
Pointe Capital Management
Michigan
$957K +$6.57K +13 +0.7%
CPA
1991
Cardiff Park Advisors
California
$956K -$23.2K -46 -2%
APG
1992
Abacus Planning Group
South Carolina
$956K +$9.1K +18 +1%
CNB
1993
Camden National Bank
Maine
$953K -$17.2K -34 -2%
DA
1994
Detalus Advisors
Missouri
$951K
TYCC
1995
Texas Yale Capital Corp
Florida
$948K +$111K +220 +13%
CRWM
1996
Castle Rock Wealth Management
California
$947K -$21.5K -43 -2%
SAM
1997
Strategy Asset Managers
California
$946K +$461K +913 +95%
VWM
1998
Valley Wealth Managers
New Jersey
$944K -$406K -805 -30%
CAM
1999
Campion Asset Management
Virginia
$944K
PP
2000
Patron Partners
Texas
$944K +$31.8K +63 +3%