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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 %
AWA
1626
Alta Wealth Advisors
Massachusetts
$955K +$955K +2,722 New
T
1627
TRUADVICE
Florida
$953K +$231K +693 +32%
FFA
1628
Founders Financial Alliance
North Carolina
$953K +$745K +2,127 +357%
ACS
1629
Archford Capital Strategies
Illinois
$951K +$5.09K +14 +0.5%
XF
1630
XML Financial
Maryland
$947K +$701 +2 +0.1%
GFS
1631
GYL Financial Synergies
Connecticut
$947K +$9.11K +26 +1%
WMA
1632
Wealth Management Associates
New Jersey
$945K
PCM
1633
Pennsylvania Capital Management
Pennsylvania
$945K -$2.84K -8 -0.3%
CBN
1634
Cadence Bank NA
Texas
$941K
1W
1635
1776 Wealth
Georgia
$939K +$37.9K +108 +4%
PP
1636
PDS Planning
Ohio
$938K +$22.8K +65 +2%
XWM
1637
Xcel Wealth Management
Florida
$936K -$105K -300 -10%
TCM
1638
Tandem Capital Management
New Jersey
$936K
CA
1639
Cornerstone Advisory
Maryland
$935K +$95.8K +273 +11%
HHGA
1640
Halbert Hargrove Global Advisors
California
$934K -$24.9K -71 -3%
AW
1641
ACG Wealth
Georgia
$930K +$41.4K +118 +5%
AL
1642
Aspiriant LLC
California
$928K +$28K +80 +3%
BFS
1643
Bard Financial Services
Connecticut
$926K +$926K +2,640 New
BCM
1644
Brown Capital Management
Maryland
$926K +$926K +2,640 New
KA
1645
Kozak & Associates
Colorado
$923K +$923K +2,843 New
OWA
1646
Opal Wealth Advisors
New York
$921K +$921K +2,626 New
IFWM
1647
Institute for Wealth Management
Colorado
$920K +$115K +329 +14%
KPWG
1648
KFA Private Wealth Group
Virginia
$918K -$3.51K -10 -0.4%
CPA
1649
Court Place Advisors
Maryland
$916K
CRWM
1650
Castle Rock Wealth Management
California
$916K +$101K +292 +12%