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UnitedHealth

2,457 hedge funds and large institutions have $293B invested in UnitedHealth in 2020 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 1,037 increasing their positions, 831 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,457
Holders Change
+226
Holders Change %
+10.13%
% of All Funds
43.59%
Holding in Top 10
212
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+6%
% of All Funds
3.76%
New
347
Increased
1,037
Reduced
831
Closed
92
Calls
$2.04B
Puts
$2.51B
Net Calls
-$476M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
1201
Donaldson Capital Management
Indiana
$2.53M +$289K +825 +13%
OAM
1202
Optimal Asset Management
California
$2.53M
WSCM
1203
Wellington Shields Capital Management
New York
$2.53M +$87.7K +250 +4%
BCM
1204
Bluefin Capital Management
New York
$2.51M +$2.51M +7,145 New
CIP
1205
Capital Insight Partners
Arizona
$2.5M +$1.75K +5 +0.1%
AAS
1206
Annex Advisory Services
Wisconsin
$2.5M +$66.3K +189 +3%
RFN
1207
RDA Financial Network
Iowa
$2.48M +$143K +407 +6%
CDH
1208
Charles D. Hyman
$2.48M +$50.5K +144 +2%
TA
1209
Tiedemann Advisors
New York
$2.47M +$1.02M +2,904 +70%
MBTD
1210
Mechanics Bank - Trust Department
California
$2.46M +$57.1K +163 +2%
RPWA
1211
Regent Peak Wealth Advisors
Georgia
$2.46M +$823K +2,345 +50%
MWM
1212
Mission Wealth Management
California
$2.45M +$160K +455 +7%
HIP
1213
Harrell Investment Partners
Texas
$2.45M -$50.8K -145 -2%
GH
1214
GAM Holding
Switzerland
$2.44M -$8.14M -23,208 -77%
VBCG
1215
Valley Brook Capital Group
Pennsylvania
$2.44M +$2.44M +6,951 New
PIMJS
1216
PKO Investment Management Joint-Stock
Poland
$2.43M
TPM
1217
Triasima Portfolio Management
Quebec, Canada
$2.43M +$2.43M +6,915 New
PWMAG
1218
Pinnacle Wealth Management Advisory Group
New Jersey
$2.42M -$61K -174 -2%
BO
1219
BRR OpCo
Ohio
$2.42M +$92.9K +265 +4%
SFG
1220
SevenBridge Financial Group
Pennsylvania
$2.42M +$52.6K +150 +2%
LWMM
1221
Legacy Wealth Management (Mississippi)
Mississippi
$2.39M -$3.86K -11 -0.2%
WWM
1222
Western Wealth Management
Colorado
$2.38M +$114K +326 +5%
CAM
1223
Carret Asset Management
New York
$2.38M +$179K +511 +8%
RWM
1224
Ritholtz Wealth Management
New York
$2.37M +$1.38M +3,922 +138%
MLFP
1225
MPS Loria Financial Planners
Illinois
$2.37M +$48.9K +140 +2%