UNH icon

UnitedHealth

2,555 hedge funds and large institutions have $364B invested in UnitedHealth in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,250 increasing their positions, 836 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,555
Holders Change
-22
Holders Change %
-0.85%
% of All Funds
44.87%
Holding in Top 10
206
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-10.43%
% of All Funds
3.62%
New
118
Increased
1,250
Reduced
836
Closed
103
Calls
$2.32B
Puts
$3.07B
Net Calls
-$749M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
801
Greenleaf Trust
Michigan
$7.54M +$203K +520 +3%
SC
802
Scholtz & Company
Connecticut
$7.5M +$1.1M +2,814 +17%
CCP
803
Corient Capital Partners
California
$7.5M +$431K +1,102 +6%
MWM
804
Meridian Wealth Management
Kentucky
$7.47M +$614K +1,572 +9%
BCM
805
BTC Capital Management
Iowa
$7.46M -$52.8K -135 -0.7%
EWA
806
Exencial Wealth Advisors
Oklahoma
$7.45M -$1.02M -2,598 -12%
CWM
807
Chronos Wealth Management
Florida
$7.42M +$102K +260 +1%
ET
808
Equitable Trust
Tennessee
$7.37M +$1.12M +2,859 +18%
MYLI
809
Meiji Yasuda Life Insurance
Japan
$7.3M -$59K -151 -0.8%
PAG
810
Private Advisory Group
Washington
$7.3M +$216K +554 +3%
KFP
811
KMG Fiduciary Partners
Ohio
$7.29M -$804K -2,058 -10%
KNW
812
Kesler Norman & Wride
Utah
$7.28M +$51.2K +131 +0.7%
FMTC
813
Farmers & Merchants Trust Company
California
$7.25M +$34.4K +88 +0.5%
BWA
814
Burt Wealth Advisors
Maryland
$7.24M
CIM
815
Contravisory Investment Management
Massachusetts
$7.22M -$191K -489 -3%
SBIA
816
Sheaff Brock Investment Advisors
Indiana
$7.2M -$52.4K -134 -0.7%
CAM
817
Cozad Asset Management
Illinois
$7.19M +$158K +405 +2%
UTC
818
Unified Trust Company
Kentucky
$7.17M +$17.6K +45 +0.2%
B
819
Barings
North Carolina
$7.17M +$261K +668 +4%
AWP
820
Ascent Wealth Partners
New York
$7.15M -$20.3K -52 -0.3%
TFA
821
Toth Financial Advisory
Virginia
$7.13M +$301K +771 +4%
AF
822
Advisornet Financial
Minnesota
$7.13M -$6.97M -17,848 -49%
PGAM
823
Princeton Global Asset Management
New Jersey
$7.12M +$4.3K +11 +0.1%
CAM
824
Cubic Asset Management
Massachusetts
$7.09M -$432K -1,105 -6%
CNBTD
825
Citizens National Bank Trust Department
Mississippi
$7.08M +$191K +488 +3%