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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 %
SIM
1026
Stratos Investment Management
Ohio
$4.67M +$300K +750 +7%
CAL
1027
Capital Analysts LLC
Pennsylvania
$4.67M -$98.1K -245 -2%
PA
1028
Parallel Advisors
California
$4.66M +$502K +1,254 +12%
KPWS
1029
Kestra Private Wealth Services
Texas
$4.66M +$76.5K +191 +2%
HI
1030
Harbour Investments
Wisconsin
$4.66M +$380K +948 +9%
WG
1031
Winton Group
United Kingdom
$4.65M +$4.07M +10,173 +703%
HWAM
1032
Hennion & Walsh Asset Management
New Jersey
$4.63M -$437K -1,092 -9%
BAM
1033
Belpointe Asset Management
Nevada
$4.62M +$355K +887 +8%
BOC
1034
Barbara Oil Co
Illinois
$4.61M
FNBOMD
1035
First National Bank of Mount Dora
Florida
$4.61M +$53.7K +134 +1%
KTM
1036
Keeler Thomas Management
Utah
$4.6M -$25.6K -64 -0.6%
TPM
1037
Triasima Portfolio Management
Quebec, Canada
$4.6M +$801K +2,000 +21%
CI
1038
CX Institutional
Indiana
$4.6M -$2.16M -5,399 -32%
VCM
1039
Virtue Capital Management
Tennessee
$4.58M -$78.9K -197 -2%
SWK
1040
Stephen W. Kidder
$4.58M +$21.2K +53 +0.5%
MJP
1041
Michael J. Puzo
$4.56M -$60.1K -150 -1%
GWM
1042
Geneos Wealth Management
Colorado
$4.56M -$641K -1,566 -12%
BCA
1043
Bray Capital Advisors
Florida
$4.56M +$50.5K +126 +1%
AAS
1044
Annex Advisory Services
Wisconsin
$4.56M +$1.42M +3,552 +45%
ADL
1045
Asset Dedication LLC
California
$4.54M +$916K +2,295 +25%
GRP
1046
Global Retirement Partners
California
$4.53M +$127K +318 +3%
TBA
1047
Tower Bridge Advisors
Pennsylvania
$4.52M +$701K +1,750 +18%
WI
1048
WrapManager Inc
California
$4.51M +$53.7K +134 +1%
GJIC
1049
Gamble Jones Investment Counsel
California
$4.51M -$40K -100 -0.9%
CANC
1050
Culbertson A N & Co
Virginia
$4.51M +$112K +280 +3%