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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 %
Koshinski Asset Management
951
Koshinski Asset Management
Illinois
$5.31M +$1.7M +4,347 +47%
WIC
952
Woodmont Investment Counsel
Tennessee
$5.31M +$1.21M +3,105 +30%
SFFS
953
Stonehage Fleming Financial Services
Jersey
$5.29M
P
954
Pitcairn
Pennsylvania
$5.28M -$954K -2,442 -15%
Luther King Capital Management (LKCM)
955
Luther King Capital Management (LKCM)
Texas
$5.26M -$347K -889 -6%
CAMG
956
CWA Asset Management Group
Florida
$5.25M +$4.13M +10,582 +372%
AAMU
957
AEGON Asset Management (UK)
United Kingdom
$5.24M
CT
958
Coastline Trust
Rhode Island
$5.23M +$48.8K +125 +0.9%
CPA
959
Capital Planning Advisors
California
$5.23M +$28.5K +73 +0.5%
MSU
960
Mizuho Securities USA
New York
$5.21M +$56.3K +144 +1%
IWC
961
Integrated Wealth Concepts
Massachusetts
$5.21M +$228K +584 +5%
EFS
962
Essex Financial Services
Connecticut
$5.18M +$1.36M +3,477 +36%
HNW
963
High Note Wealth
Minnesota
$5.18M +$29.7K +76 +0.6%
TCOV
964
Trust Company of Vermont
Vermont
$5.18M +$48.8K +125 +1%
AWM
965
Altium Wealth Management
New York
$5.17M +$40.2K +103 +0.8%
GFG
966
Greystone Financial Group
Michigan
$5.17M -$1.59M -4,068 -24%
PDN
967
Pensionfund DSM Netherlands
Netherlands
$5.16M -$3.36M -8,600 -39%
EP
968
Eudaimonia Partners
Tennessee
$5.15M -$583K -1,491 -10%
KPWS
969
Kestra Private Wealth Services
Texas
$5.15M +$606K +1,552 +13%
BAM
970
Berkshire Asset Management
Pennsylvania
$5.14M +$306K +782 +6%
MWM
971
Marietta Wealth Management
Georgia
$5.14M +$324K +828 +7%
DWA
972
Douglass Winthrop Advisors
New York
$5.14M -$104K -266 -2%
BIMC
973
Benson Investment Management Company
Virginia
$5.13M +$7.03K +18 +0.1%
DAS
974
Dynamic Advisor Solutions
Arizona
$5.12M +$91K +233 +2%
WANY
975
Wealthspire Advisors (New York)
New York
$5.12M +$1.68M +4,288 +49%