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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 %
JWM
2101
Jeppson Wealth Management
California
$914K -$31.8K -60 -3%
ANB
2102
Amarillo National Bank
Texas
$914K -$1.06K -2 -0.1%
CAWM
2103
Capital Advisors Wealth Management
Washington
$913K +$184K +348 +25%
GAA
2104
Global Assets Advisory
Florida
$913K -$248K -467 -21%
SWG
2105
Summit Wealth Group
Vermont
$911K +$2.65K +5 +0.3%
TFA
2106
Triad Financial Advisors
North Carolina
$908K +$570K +1,075 +168%
PMG
2107
ProVise Management Group
Florida
$906K -$192K -362 -17%
VF
2108
Vista Finance
Missouri
$904K +$10.6K +20 +1%
AIC
2109
Argus Investors Counsel
New York
$904K -$39.8K -75 -4%
SI
2110
Saxon Interests
Texas
$901K +$490 +1 +0.1%
SMA
2111
Sage Mountain Advisors
Georgia
$900K +$111K +209 +14%
JGCM
2112
Joseph Group Capital Management
Ohio
$900K +$46.1K +87 +5%
TCB
2113
Texas Capital Bancshares
Texas
$899K +$10.1K +19 +1%
TC
2114
Titleist Capital
Texas
$899K -$217K -410 -19%
OIS
2115
Okabena Investment Services
Minnesota
$898K -$2.53M -4,769 -74%
FPWM
2116
FSB Premier Wealth Management
Iowa
$893K -$75.3K -142 -8%
MWC
2117
MBM Wealth Consultants
Missouri
$891K -$14K -27 -2%
WA
2118
WealthTrust Axiom
Pennsylvania
$888K
VWM
2119
Valley Wealth Managers
New Jersey
$885K -$107K -201 -11%
CNB
2120
Camden National Bank
Maine
$885K -$116K -218 -12%
BFO
2121
Biltmore Family Office
North Carolina
$883K +$883K +1,665 New
GLLW
2122
Graves Light Lenhart Wealth
Virginia
$882K -$9.54K -18 -1%
EA
2123
Eudaimonia Advisors
Tennessee
$882K
FAG
2124
Fortitude Advisory Group
Washington
$881K +$26K +49 +3%
EA
2125
Emerald Advisers
Pennsylvania
$877K -$20.7K -39 -2%