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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 %
CHA
2251
Cooper/Haims Advisors
New York
$530K +$33.9K +66 +7%
BDF
2252
Black Diamond Financial
Maryland
$529K -$33.4K -65 -6%
AIM
2253
Alhambra Investment Management
Florida
$526K -$38.5K -75 -7%
FA
2254
Fagan Associates
New York
$525K
RBFC
2255
Roman Butler Fullerton & Co
Missouri
$525K +$20.1K +38 +4%
GCM
2256
Gables Capital Management
Florida
$524K
FCFS
2257
First Command Financial Services
Texas
$524K +$12.8K +25 +3%
FCB
2258
First Command Bank
Texas
$524K +$12.8K +25 +3%
SAM
2259
Sompo Asset Management
Japan
$523K -$56.4K -110 -10%
CFFP
2260
Center for Financial Planning
Michigan
$523K +$7.71K +15 +1%
XS
2261
XR Securities
Illinois
$523K +$523K +1,018 New
COCM
2262
Charter Oak Capital Management
New Hampshire
$522K -$12.3K -24 -2%
HFP
2263
Holistic Financial Partners
Indiana
$521K -$29.3K -57 -5%
BMO
2264
Beck Mack & Oliver
New York
$520K +$206K +401 +66%
PPWM
2265
Paragon Private Wealth Management
Kentucky
$519K -$90.4K -176 -15%
SAMC
2266
Spectrum Asset Management (California)
California
$519K -$9.76K -19 -2%
WBG
2267
Wharton Business Group
Pennsylvania
$516K
FI
2268
Fosun International
China
$515K -$2.42M -4,703 -82%
GIA
2269
Guyasuta Investment Advisors
Pennsylvania
$515K
GKWIM
2270
Gerber Kawasaki Wealth & Investment Management
California
$515K +$59K +115 +13%
SCM
2271
Stonebridge Capital Management
California
$514K
HNWAG
2272
High Net Worth Advisory Group
Florida
$513K +$77.6K +151 +18%
AFG
2273
Allegheny Financial Group
Pennsylvania
$512K +$1.03K +2 +0.2%
KC
2274
Kingfisher Capital
North Carolina
$512K +$4.62K +9 +0.9%
LI
2275
Lafayette Investments
Maryland
$511K