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UnitedHealth

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
UL
2226
Unionview LLC
Washington
$564K -$165K -321 -23%
PFA
2227
Pathway Financial Advisors
Vermont
$558K
BFC
2228
Bedel Financial Consulting
Indiana
$557K +$42.6K +83 +8%
SCFS
2229
S.C. Financial Services
Arizona
$554K -$27.2K -53 -5%
AFG
2230
Alterity Financial Group
Maine
$553K +$553K +1,076 New
GWAM
2231
Guardian Wealth Advisors (Minnesota)
Minnesota
$552K
IFPG
2232
Intrepid Financial Planning Group
Indiana
$552K +$552K +1,075 New
WWM
2233
Windsor Wealth Management
Indiana
$551K -$2.46M -4,769 -82%
CC
2234
Chicago Capital
Illinois
$551K +$217K +422 +65%
SFP
2235
Sandbox Financial Partners
Maryland
$550K -$24.7K -48 -4%
EAM
2236
Evanson Asset Management
California
$550K +$153K +297 +38%
FAT
2237
First American Trust
California
$547K -$98.6K -192 -15%
BFIM
2238
Beese Fulmer Investment Management
Ohio
$547K -$2.06K -4 -0.4%
GM
2239
GeoWealth Management
Illinois
$546K -$513 -1 -0.1%
NJBEST
2240
New Jersey Better Educational Savings Trust
New Jersey
$546K
BSB
2241
Bangor Savings Bank
Maine
$544K
D
2242
Dentgroup
Louisiana
$542K +$8.73K +17 +2%
WA
2243
Waddell & Associates
Tennessee
$541K +$36K +70 +7%
APW
2244
Austin Private Wealth
Texas
$541K +$42.1K +82 +8%
MWM
2245
Mascoma Wealth Management
New Hampshire
$540K -$18.5K -36 -3%
SIMM
2246
Stillwater Investment Management (Minnesota)
Minnesota
$536K +$1.54K +3 +0.3%
CG
2247
Clarus Group
Texas
$533K +$513 +1 +0.1%
HCM
2248
Hengehold Capital Management
Ohio
$533K +$24.6K +48 +5%
SGK
2249
Steigerwald Gordon & Koch
Virginia
$533K +$74.5K +145 +16%
RCA
2250
Resonant Capital Advisors
Wisconsin
$533K +$124K +242 +30%