UNH icon

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 %
PBO
2251
Peoples Bank (Ohio)
Ohio
$708K -$51.4K -97 -7%
BBI
2252
Baxter Bros Inc
Connecticut
$707K -$34.4K -65 -5%
VWA
2253
V Wealth Advisors
Kansas
$705K -$319K -601 -31%
CCFM
2254
Clear Creek Financial Management
Washington
$704K -$173K -327 -20%
EFG
2255
Ethos Financial Group
Pennsylvania
$702K +$702K +1,323 New
MMM
2256
Mendel Money Management
Illinois
$701K +$66.3K +125 +10%
CI
2257
Carroll Investors
South Carolina
$701K
MSCM
2258
McElhenny Sheffield Capital Management
Texas
$698K +$11.1K +21 +2%
AA
2259
Aire Advisors
California
$697K -$201K -378 -22%
WCA
2260
Waratah Capital Advisors
Ontario, Canada
$694K +$694K +1,309 New
NFSG
2261
Newbridge Financial Services Group
Florida
$693K +$127K +239 +22%
BWM
2262
Baystate Wealth Management
Massachusetts
$685K +$21.2K +40 +3%
RMCM
2263
Reynders McVeigh Capital Management
Massachusetts
$684K -$4.24K -8 -0.6%
MA
2264
MONECO Advisors
Connecticut
$683K +$41.9K +79 +7%
HCM
2265
Howland Capital Management
Massachusetts
$682K
EBA
2266
Eagle Bay Advisors
New York
$681K -$259K -488 -28%
HFS
2267
Heritage Financial Services
Massachusetts
$678K +$75.8K +143 +13%
MAM
2268
Marquette Asset Management
Minnesota
$678K -$159K -300 -19%
DI
2269
DDFG Inc
California
$676K +$676K +1,275 New
SSG
2270
Summit Securities Group
New York
$676K -$1.25M -2,366 -65%
GIA
2271
Guyasuta Investment Advisors
Pennsylvania
$673K +$113K +213 +20%
HWM
2272
Hemington Wealth Management
Virginia
$672K -$93.7K -177 -12%
GHAM
2273
Gilman Hill Asset Management
Connecticut
$672K -$124K -234 -16%
HCA
2274
Harbor Capital Advisors
Illinois
$670K +$670K +1,264 New
FIBT
2275
First International Bank & Trust
North Dakota
$670K -$3.18K -6 -0.5%