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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 %
SSWG
2276
Seven Springs Wealth Group
Tennessee
$669K -$254K -479 -28%
AIM
2277
Aspen Investment Management
Michigan
$667K -$44.5K -84 -6%
FMP
2278
Financial Management Professionals
Texas
$665K +$361K +681 +119%
SQA
2279
Simon Quick Advisors
New Jersey
$663K +$663K +1,251 New
WMA
2280
West Michigan Advisors
Michigan
$661K -$24.4K -46 -4%
FIM
2281
Fernwood Investment Management
Massachusetts
$661K -$47.7K -90 -7%
FH
2282
FWG Holdings
Florida
$659K +$183K +345 +38%
ZIC
2283
ZWJ Investment Counsel
Georgia
$658K +$31.8K +60 +5%
FCCM
2284
First City Capital Management
Georgia
$658K -$53K -100 -7%
IWA
2285
Intercontinental Wealth Advisors
Texas
$657K
CG
2286
Clifford Group
Massachusetts
$655K +$655K +1,236 New
KIG
2287
Kowal Investment Group
Wisconsin
$655K +$111K +210 +20%
ACM
2288
Armbruster Capital Management
New York
$649K
AWM
2289
AllSquare Wealth Management
New York
$646K
EC
2290
EdgeRock Capital
Colorado
$645K +$2.65K +5 +0.4%
MIH
2291
Meitav Investment House
Israel
$645K +$414K +770 +180%
AWG
2292
Altus Wealth Group
Colorado
$644K +$250K +472 +64%
HC
2293
Hendley & Co
Ohio
$644K +$61K +115 +10%
DMBA
2294
Deseret Mutual Benefit Administrators
Utah
$644K -$541K -1,021 -46%
GLA
2295
Good Life Advisors
Pennsylvania
$642K +$63.6K +120 +11%
FM
2296
Family Management
New York
$642K +$35.5K +67 +6%
GG
2297
Greenwood Gearhart
Arkansas
$642K -$14.3K -27 -2%
BCG
2298
Breakwater Capital Group
New Jersey
$641K +$641K +1,209 New
PWMG
2299
Provence Wealth Management Group
California
$640K +$640K +1,207 New
BWA
2300
Brave Warrior Advisors
New York
$639K -$668K -1,260 -51%