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UnitedHealth

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
2201
Visionary Wealth Advisors
Illinois
$643K -$43K -85 -6%
SF
2202
Symphony Financial
Texas
$641K +$22.4K +44 +4%
FIBT
2203
First International Bank & Trust
North Dakota
$641K +$84.4K +167 +15%
GM
2204
GeoWealth Management
Illinois
$640K +$101K +200 +19%
SPFA
2205
Summit Place Financial Advisors
New Jersey
$636K
ICP
2206
Interchange Capital Partners
Pennsylvania
$635K +$28.7K +57 +5%
TIA
2207
Tandem Investment Advisors
South Carolina
$634K +$634K +1,256 New
BWM
2208
Baystate Wealth Management
Massachusetts
$633K +$1.52K +3 +0.2%
CAG
2209
Crestwood Advisors Group
Massachusetts
$633K +$245K +486 +63%
WC
2210
Wexford Capital
Florida
$631K
DA
2211
DSC Advisors
Illinois
$629K -$264K -522 -30%
WWM
2212
Wolff Wiese Magana
California
$628K -$32.8K -65 -5%
LAM
2213
LifePro Asset Management
California
$627K +$236K +467 +60%
IWA
2214
Intercontinental Wealth Advisors
Texas
$626K -$36.9K -73 -6%
GG
2215
Greenwood Gearhart
Arkansas
$625K -$35.4K -70 -5%
EPA
2216
Element Pointe Advisors
Florida
$620K +$35.8K +71 +6%
ACM
2217
Armbruster Capital Management
New York
$619K
AFT
2218
Alpha Family Trust
California
$616K +$22.7K +45 +4%
AWM
2219
AllSquare Wealth Management
New York
$615K
DA
2220
Drake & Associates
Wisconsin
$615K +$257K +508 +72%
SDWMA
2221
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K -$268K -531 -30%
EC
2222
EdgeRock Capital
Colorado
$612K +$190K +377 +45%
MA
2223
MONECO Advisors
Connecticut
$611K +$4.04K +8 +0.7%
CYG
2224
Clean Yield Group
Vermont
$609K +$8.59K +17 +1%
TWM
2225
Thrive Wealth Management
Pennsylvania
$606K +$16.7K +33 +3%