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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 %
WMA
1976
Wealth Management Associates
New Jersey
$1.14M -$209K -394 -16%
OCM
1977
One Capital Management
California
$1.13M -$226K -427 -17%
PCM
1978
Presidio Capital Management
California
$1.13M -$157K -297 -12%
FSA
1979
Franklin Street Advisors
North Carolina
$1.13M -$2.65K -5 -0.2%
SOW
1980
State of Wyoming
Wyoming
$1.13M -$399K -752 -26%
RP
1981
Riverwater Partners
Wisconsin
$1.12M +$5.83K +11 +0.5%
JGIA
1982
Jackson Grant Investment Advisers
Connecticut
$1.12M +$1.59K +3 +0.1%
CYG
1983
Clean Yield Group
Vermont
$1.12M +$481K +907 +75%
PB
1984
Pinnacle Bancorp
Nebraska
$1.12M +$13.8K +26 +1%
AWA
1985
Aaron Wealth Advisors
Illinois
$1.12M -$26K -49 -2%
MA
1986
MCF Advisors
Kentucky
$1.12M +$20.1K +38 +2%
BA
1987
Bluesphere Advisors
Pennsylvania
$1.11M
THWM
1988
Taylor Hoffman Wealth Management
Virginia
$1.11M -$530K -1,000 -32%
AA
1989
AlphaQ Advisors
Florida
$1.11M +$1.11M +2,091 New
VBFP
1990
Valtinson Bruner Financial Planning
Minnesota
$1.1M -$16.7K -35 -1%
OFS
1991
OneAscent Financial Services
Alabama
$1.1M +$77.9K +147 +8%
LAIC
1992
Lederer & Associates Investment Counsel
California
$1.09M -$97.6K -184 -8%
MTC
1993
McDaniel Terry & Co
Texas
$1.09M
AFP
1994
Ausdal Financial Partners
Iowa
$1.09M -$114K -215 -9%
AMM
1995
American Money Management
California
$1.09M +$13.3K +25 +1%
AB
1996
Atlas Brown
Kentucky
$1.08M
SW
1997
StrongBox Wealth
Missouri
$1.08M +$354K +668 +49%
CPWA
1998
Cerro Pacific Wealth Advisors
California
$1.08M +$184K +348 +21%
MBT
1999
Montecito Bank & Trust
California
$1.07M -$7.96K -15 -0.7%
IP
2000
Ignite Planners
California
$1.07M +$329K +678 +44%