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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 %
HP
2351
Hyperion Partners
Pennsylvania
$584K +$584K +1,101 New
WI
2352
Wedgewood Investors
Pennsylvania
$583K
KIA
2353
KLR Investment Advisors
Rhode Island
$583K +$583K +1,099 New
SG Americas Securities
2354
SG Americas Securities
New York
$582K -$32.6M -61,494 -98%
BWM
2355
BCS Wealth Management
Tennessee
$582K -$5.3K -10 -0.9%
ICP
2356
Interchange Capital Partners
Pennsylvania
$582K -$86.5K -163 -13%
EA
2357
Echo45 Advisors
California
$582K -$5.83K -11 -1%
CWS
2358
Cypress Wealth Services
California
$580K +$29.2K +55 +5%
WFA
2359
WMG Financial Advisors
Tennessee
$579K +$353K +665 +156%
PHAM
2360
Palisades Hudson Asset Management
Florida
$578K +$1.59K +3 +0.3%
LWP
2361
Laurel Wealth Planning
Minnesota
$578K -$30.2K -57 -5%
IUHSA
2362
Itau Unibanco Holding S.A.
Brazil
$578K -$5.83K -11 -1%
KA
2363
Klingman & Associates
New York
$577K +$52K +98 +10%
PFA
2364
Pathway Financial Advisors
Vermont
$576K
VPP
2365
Vertex Planning Partners
Illinois
$576K +$576K +1,086 New
CFFP
2366
Center for Financial Planning
Michigan
$575K +$26.5K +50 +5%
HKIMG
2367
Hutchens & Kramer Investment Management Group
Indiana
$574K -$44.5K -84 -7%
WSC
2368
Wellington Shields & Co
New York
$574K +$171K +322 +42%
JI
2369
Jeereddi Investments
California
$572K
GA
2370
Goldstein Advisors
Wisconsin
$572K +$572K +1,080 New
I
2371
INVST
Indiana
$571K +$5.49K +11 +1%
TCM
2372
Telos Capital Management
California
$569K -$37.6K -71 -6%
CGFA
2373
Colton Groome Financial Advisors
North Carolina
$569K +$125K +236 +28%
SFP
2374
Sandbox Financial Partners
Maryland
$569K -$9.55K -18 -2%
HCM
2375
Hillman Capital Management
Maryland
$568K +$568K +1,071 New