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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 %
KFGK
2051
Keystone Financial Group (Kentucky)
Kentucky
$978K +$187K +352 +24%
AC
2052
Avory & Company
Florida
$976K
DI
2053
DAGCO Inc
Ohio
$976K
JF
2054
JSF Financial
California
$971K +$5.3K +10 +0.5%
WAG
2055
Wallace Advisory Group
California
$971K +$971K +1,832 New
FPF
2056
First Pacific Financial
Washington
$964K +$32.3K +61 +3%
WTA
2057
Washington Trust Advisors
Massachusetts
$964K -$506K -955 -34%
BMM
2058
Buffington Mohr McNeal
Idaho
$964K -$726K -1,370 -43%
SICM
2059
Sustainable Insight Capital Management
New York
$962K +$182K +343 +23%
WPA
2060
West Paces Advisors
Georgia
$961K +$7.95K +15 +0.8%
SAM
2061
Sompo Asset Management
Japan
$960K -$143K -270 -13%
MFWP
2062
Mosaic Family Wealth Partners
Missouri
$959K +$959K +1,808 New
KOCAA
2063
Knights of Columbus Asset Advisors
Connecticut
$959K +$2.12K +4 +0.2%
BWP
2064
BSW Wealth Partners
Colorado
$958K -$16.4K -31 -2%
OWA
2065
One Wealth Advisors
California
$956K +$36.1K +68 +4%
RZH
2066
Relyea Zuckerberg Hanson
Connecticut
$955K +$222K +418 +30%
SPW
2067
Sonoma Private Wealth
California
$955K +$955K +1,801 New
FPCP
2068
Fort Point Capital Partners
California
$953K -$111K -209 -10%
NB
2069
Northwest Bancshares
Pennsylvania
$953K -$12.7K -24 -1%
CBNLCF
2070
Cognios Beta Neutral Large Cap Fund
Kansas
$952K +$952K +1,796 New
PFG
2071
Prosperity Financial Group
California
$951K +$951K +1,793 New
AWS
2072
Aspen Wealth Strategies
Colorado
$950K +$950K +1,793 New
HCC
2073
Hirtle Callaghan & Co
Pennsylvania
$950K -$210K -397 -18%
BC
2074
Bowman & Company
Wisconsin
$949K +$59.4K +112 +7%
SC
2075
Saturna Capital
Washington
$949K -$125K -235 -12%