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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 %
MSAM
1051
Moloney Securities Asset Management
Missouri
$4.38M +$104K +265 +2%
MLM
1052
Mount Lucas Management
Pennsylvania
$4.37M -$325K -832 -7%
GJIC
1053
Gamble Jones Investment Counsel
California
$4.35M -$47.3K -121 -1%
PFS
1054
Prospera Financial Services
Texas
$4.33M +$270K +690 +7%
LSA
1055
L & S Advisors
California
$4.32M -$4.8M -12,284 -53%
WI
1056
WrapManager Inc
California
$4.32M -$82.1K -210 -2%
CG
1057
Caprock Group
Idaho
$4.32M -$5.08K -13 -0.1%
NGA
1058
Naples Global Advisors
Florida
$4.31M +$1.95K +5 +0%
IFAM
1059
Institutional & Family Asset Management
Colorado
$4.3M -$90.3K -231 -2%
DWM
1060
Dorchester Wealth Management
Quebec, Canada
$4.27M +$113K +290 +3%
SFS
1061
Strategic Financial Services
New York
$4.26M -$92.6K -237 -2%
ACM
1062
Aljian Capital Management
Nevada
$4.23M +$277K +706 +7%
CAG
1063
Csenge Advisory Group
Florida
$4.23M +$199K +508 +5%
JSMC
1064
Jess S. Morgan & Co
California
$4.22M +$215K +550 +5%
KWM
1065
Kingsview Wealth Management
Oregon
$4.18M +$72.7K +186 +2%
FAM
1066
Fulcrum Asset Management
United Kingdom
$4.16M -$7.66M
WPW
1067
Waldron Private Wealth
Pennsylvania
$4.15M +$546K +1,398 +15%
SFA
1068
Souders Financial Advisors
Ohio
$4.14M +$179K +459 +5%
DAC
1069
Dividend Assets Capital
South Carolina
$4.14M +$87.5K +224 +2%
TVWM
1070
Tower View Wealth Management
Wisconsin
$4.13M +$142K +363 +4%
DSC
1071
Duncker Streett & Co
Missouri
$4.12M -$39.1K -100 -0.9%
SW
1072
SlateStone Wealth
Florida
$4.1M -$176K -451 -4%
EBT
1073
Enterprise Bank & Trust
Massachusetts
$4.1M -$115K -295 -3%
MCP
1074
Mirador Capital Partners
California
$4.1M +$69.6K +178 +2%
KA
1075
Kintegral Advisory
New York
$4.09M