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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 %
RCA
2126
Resonant Capital Advisors
Wisconsin
$875K +$269K +508 +44%
FNBOH
2127
First National Bank of Hutchinson
Kansas
$874K -$530 -1 -0.1%
SFA
2128
Source Financial Advisors
New York
$874K -$22.8K -43 -3%
CSB
2129
City State Bank
Iowa
$872K +$101K +190 +13%
RIG
2130
Renaissance Investment Group
Massachusetts
$870K -$9.54K -18 -1%
ACM
2131
Absolute Capital Management
Pennsylvania
$870K +$320K +603 +58%
WP
2132
WMS Partners
Maryland
$869K +$12.7K +24 +1%
CFG
2133
Cooper Financial Group
California
$868K +$66.3K +125 +8%
MAM
2134
Marotta Asset Management
Virginia
$866K -$8.48K -16 -1%
PPP
2135
Private Portfolio Partners
New Jersey
$865K -$20.2K -38 -2%
GTAM
2136
Global Trust Asset Management
Florida
$865K -$79.5K -150 -8%
PFT
2137
Providence First Trust
Arizona
$863K +$863K +1,628 New
FNBSF
2138
First National Bank Sioux Falls
South Dakota
$862K +$265K +500 +44%
QFA
2139
Quantum Financial Advisors
California
$860K +$5.3K +10 +0.6%
WA
2140
Waddell & Associates
Tennessee
$858K +$303K +572 +55%
CFO
2141
Collective Family Office
Pennsylvania
$852K +$36.1K +68 +4%
TCM
2142
Traynor Capital Management
Pennsylvania
$851K +$490K +925 +136%
DA
2143
DCM Advisors
New York
$850K -$1.43M -2,696 -63%
MCM
2144
MV Capital Management
Maryland
$846K +$5.3K +10 +0.6%
IIA
2145
IPG Investment Advisors
California
$846K +$557K +1,050 +193%
DBT
2146
Dubuque Bank & Trust
Iowa
$844K -$15.4K -29 -2%
UCB
2147
United Community Bank
South Carolina
$842K +$13.3K +25 +2%
OHWP
2148
Oak Harbor Wealth Partners
North Carolina
$841K +$16.4K +31 +2%
ODFS
2149
O'Donnell Financial Services
California
$841K
SFG
2150
Sunburst Financial Group
Alabama
$841K +$1.06K +2 +0.1%