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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 %
BFC
2426
Bedel Financial Consulting
Indiana
$523K -$9.54K -18 -2%
BFIM
2427
Beese Fulmer Investment Management
Ohio
$522K -$6.36K -12 -1%
CC
2428
Corton Capital
Ontario, Canada
$520K +$94.4K +178 +22%
IPW
2429
Invictus Private Wealth
Colorado
$519K +$519K +979 New
HWM
2430
HFR Wealth Management
New York
$517K +$8.48K +16 +2%
MCM
2431
McRae Capital Management
New Jersey
$517K
LA
2432
Lifeworks Advisors
Michigan
$515K -$204K -385 -28%
EWA
2433
Etesian Wealth Advisors
Oregon
$515K +$515K +971 New
CIG
2434
Cascade Investment Group
Colorado
$515K +$515K +971 New
CG
2435
Cutler Group
California
$514K -$2.19M -4,130 -81%
CHA
2436
Cooper/Haims Advisors
New York
$513K -$33.4K -63 -6%
CFD
2437
Creative Financial Designs
Indiana
$512K +$1.06K +2 +0.2%
WWM
2438
Windsor Wealth Management
Indiana
$510K +$490 +1 +0.1%
GC
2439
Gilbert & Cook
Iowa
$509K -$31.3K -59 -6%
LFG
2440
Lockerman Financial Group
California
$509K +$184K +347 +57%
FFG
2441
Fortem Financial Group
California
$507K +$6.89K +13 +1%
AFG
2442
Allegheny Financial Group
Pennsylvania
$507K -$21.7K -41 -4%
BFG
2443
Barber Financial Group
Kansas
$507K +$5.3K +10 +1%
BHBT
2444
Burke & Herbert Bank & Trust
Virginia
$506K
KI
2445
Kula Investments
Illinois
$504K +$504K +951 New
LA
2446
Latitude Advisors
Florida
$502K -$63.7K -120 -11%
VST
2447
Van Strum & Towne
California
$501K
CC
2448
Callan Capital
California
$500K +$119K +224 +31%
GC
2449
Garde Capital
Washington
$500K +$35K +66 +8%
MCM
2450
Mendel Capital Management
Arkansas
$500K +$50.3K +95 +11%