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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 %
TA
2176
TCM Advisors
West Virginia
$806K -$869K
WCM
2177
WealthBridge Capital Management
Ohio
$805K +$38.2K +72 +5%
GM
2178
GeoWealth Management
Illinois
$805K +$135K +254 +20%
CD
2179
Chapin Davis
Maryland
$804K +$804K +1,516 New
AIC
2180
Ayalon Insurance Company
Israel
$801K
FPA
2181
First Pacific Advisors
California
$801K
TWM
2182
Thrive Wealth Management
Pennsylvania
$800K +$165K +311 +26%
IA
2183
Insight Advisors
Pennsylvania
$797K -$4.15K -8 -0.5%
SC
2184
Steph & Co
Wisconsin
$796K +$60.9K +115 +8%
ACM
2185
Ascendant Capital Management
California
$795K -$530K -1,000 -40%
TC
2186
Toews Corporation
New Jersey
$795K -$424K -800 -35%
PCG
2187
Prosperity Consulting Group
Maryland
$794K +$4.77K +9 +0.6%
HIM
2188
Hillsdale Investment Management
Ontario, Canada
$794K +$456K +860 +135%
C
2189
CEDRUS
Colorado
$791K -$33.4K -63 -4%
WAM
2190
Walker Asset Management
Missouri
$790K +$19.1K +36 +2%
WIM
2191
WealthPlan Investment Management
Nebraska
$789K +$29.7K +60 +4%
CAGAS
2192
Capital Advisory Group Advisory Services
Minnesota
$789K -$314K -592 -28%
WEG
2193
World Equity Group
Illinois
$789K +$530 +1 +0.1%
ACP
2194
Arcus Capital Partners
Georgia
$788K -$514K -970 -39%
FAFN
2195
First Affirmative Financial Network
Colorado
$787K -$118K -222 -13%
WP
2196
WealthPLAN Partners
Nebraska
$785K +$785K +1,593 New
CI
2197
Cavalier Investments
Georgia
$784K -$44.5K -84 -5%
SP
2198
Successful Portfolios
Florida
$783K +$21.2K +40 +3%
TPWA
2199
TRUE Private Wealth Advisors
Oregon
$781K +$10.6K +20 +1%
APC
2200
Aspire Private Capital
North Carolina
$778K +$70K +132 +10%