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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 %
TWM
1576
Tolleson Wealth Management
Texas
$1.31M
WCM
1577
Whitener Capital Management
North Carolina
$1.31M -$30K -75 -2%
DWM
1578
Defined Wealth Management
Oregon
$1.31M
BB
1579
Berkshire Bank
Massachusetts
$1.31M +$559K +1,395 +75%
GA
1580
GoalVest Advisory
New York
$1.3M +$68.9K +172 +6%
CA
1581
Claro Advisors
Massachusetts
$1.3M +$26.4K +66 +2%
BMM
1582
Buffington Mohr McNeal
Idaho
$1.3M -$6.01K -15 -0.5%
PIM
1583
Perpetual Investment Management
Australia
$1.3M +$2K +5 +0.2%
GAM
1584
Geier Asset Management
Maryland
$1.29M +$4.4K +11 +0.3%
QCM
1585
Quest Capital Management
Texas
$1.29M -$5.21K -13 -0.4%
GC
1586
Globeflex Capital
California
$1.29M
MAG
1587
MRA Advisory Group
New Jersey
$1.29M -$15.6K -39 -1%
GWCM
1588
Godshalk Welsh Capital Management
Pennsylvania
$1.28M
MCCP
1589
Mission Creek Capital Partners
California
$1.28M +$177K +442 +16%
DFA
1590
Delta Financial Advisors
Louisiana
$1.27M +$24.4K +61 +2%
IMOV
1591
Investment Management of Virginia
Virginia
$1.27M -$100K -250 -7%
FNWM
1592
Financial Network Wealth Management
Utah
$1.27M +$12K +30 +1%
MWPCG
1593
Measured Wealth Private Client Group
New Hampshire
$1.27M +$281K +701 +28%
CWC
1594
Carolinas Wealth Consulting
North Carolina
$1.27M -$1.2K -3 -0.1%
DBT
1595
Dubuque Bank & Trust
Iowa
$1.26M +$66.9K +167 +6%
FCA
1596
FLC Capital Advisors
California
$1.26M -$96.1K -240 -7%
BCAM
1597
Boston Common Asset Management
Massachusetts
$1.26M +$84.1K +210 +7%
BWM
1598
BigSur Wealth Management
Florida
$1.26M -$40K -100 -3%
MCIA
1599
Mountain Capital Investment Advisors
Colorado
$1.26M -$42.6K -104 -3%
LWCFA
1600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M +$27.6K +69 +2%