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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 %
TWP
2301
Tower Wealth Partners
Pennsylvania
$639K -$17K -32 -3%
GC
2302
GFG Capital
Florida
$639K -$188K -354 -23%
IFPG
2303
Intrepid Financial Planning Group
Indiana
$636K +$58.3K +110 +10%
WT
2304
Washington Trust
Rhode Island
$636K +$18K +34 +3%
PWM
2305
Penobscot Wealth Management
Maine
$635K
BLC
2306
Brown, Lisle/Cummings
Rhode Island
$634K
IHWM
2307
Iron Horse Wealth Management
Iowa
$633K +$633K +1,194 New
CA
2308
Calton & Associates
Florida
$633K +$40.8K +77 +7%
TA
2309
Tectonic Advisors
Texas
$630K -$3.18K -6 -0.5%
D
2310
Dentgroup
Louisiana
$628K +$1.59K +3 +0.3%
ARC
2311
Advisor Resource Council
Texas
$628K +$3.18K +6 +0.5%
HFP
2312
Holistic Financial Partners
Indiana
$625K +$75.3K +142 +14%
CFMC
2313
Curbstone Financial Management Corp
New Hampshire
$623K -$1.07M -2,014 -63%
DA
2314
Dillon & Associates
Michigan
$621K -$7.95K -15 -1%
BSB
2315
Bangor Savings Bank
Maine
$619K
HCP
2316
Holt Capital Partners
Texas
$618K
RRCM
2317
Rappaport Reiches Capital Management
Illinois
$617K
SL
2318
Salomon & Ludwin
Virginia
$617K +$11.1K +21 +2%
H
2319
HoyleCohen
California
$617K -$94.9K -179 -13%
BO
2320
Bank OZK
Arkansas
$616K -$66.3K -125 -10%
BWA
2321
Bordeaux Wealth Advisors
California
$615K -$64.7K -122 -10%
TW
2322
Towerpoint Wealth
California
$614K +$12.7K +24 +2%
IAA
2323
Independent Advisor Alliance
North Carolina
$610K +$31K +1,663 +5%
CSC
2324
Caldwell Sutter Capital
California
$610K +$610K +1,150 New
DWA
2325
Delap Wealth Advisory
Oregon
$609K +$609K +1,149 New