UNH icon

UnitedHealth

2,577 hedge funds and large institutions have $373B invested in UnitedHealth in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 1,159 increasing their positions, 931 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,577
Holders Change
+75
Holders Change %
+3%
% of All Funds
44.99%
Holding in Top 10
230
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.95%
% of All Funds
4.02%
New
172
Increased
1,159
Reduced
931
Closed
72
Calls
$2.04B
Puts
$2.6B
Net Calls
-$555M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Shares
Change %
TLFA
2501
True Link Financial Advisors
California
$47K +$27.1K +68 +136%
Q
2502
QVR
California
$45K +$37.4K +93 +489%
PCFFS
2503
Pacific Center for Financial Services
California
$44K
IPW
2504
IronBridge Private Wealth
Texas
$43K
SWM
2505
Selective Wealth Management
Virginia
$43K +$36.2K +91 +535%
SPWG
2506
Sage Private Wealth Group
Illinois
$41K
LPWM
2507
Lake Point Wealth Management
Texas
$40K +$40K +100 New
ARMC
2508
American Research & Management Company
Massachusetts
$38K
HDIM
2509
Hanson & Doremus Investment Management
Vermont
$37K -$14.5K -47 -28%
APWA
2510
Atlas Private Wealth Advisors
New Jersey
$36K -$2.43K -6 -6%
TCWA
2511
Ten Capital Wealth Advisors
Washington
$36K +$19K +48 +112%
MA
2512
Modus Advisors
Minnesota
$32K +$32K +80 New
OAJ
2513
Ogorek Anthony Joseph
New York
$31K
HF
2514
Halpern Financial
Virginia
$29.2K
AWM
2515
Activest Wealth Management
Florida
$29K
HH
2516
HWG Holdings
Texas
$28K
MUMSS
2517
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K +$28K +70 New
EWM
2518
Edge Wealth Management
New York
$27K
PA
2519
Perennial Advisors
New York
$26K
WLPWM
2520
Walled Lake Planning & Wealth Management
Illinois
$26K
ACM
2521
Anfield Capital Management
California
$26K +$26K +64 New
RFWA
2522
RPg Family Wealth Advisory
Massachusetts
$25.6K +$25.6K +64 New
PCH
2523
Polar Capital Holdings
United Kingdom
$24.9K -$31.4K -78,478 -56%
CMA
2524
Cedar Mountain Advisors
Oregon
$24K
AFS
2525
Annapolis Financial Services
Maryland
$23K -$170K -421 -88%