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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 %
IFWM
1626
Institute for Wealth Management
Colorado
$1.17M +$69.6K +178 +6%
LCM
1627
Laurion Capital Management
New York
$1.17M +$305K +781 +35%
PP
1628
PDS Planning
Ohio
$1.17M +$15.6K +40 +1%
ATC
1629
Adirondack Trust Company
New York
$1.17M +$17K +37 +1%
HA
1630
Harfst & Associates
Wyoming
$1.16M +$14.5K +37 +1%
SW
1631
SteelPeak Wealth
California
$1.16M +$584K +1,494 +102%
MWM
1632
MinichMacGregor Wealth Management
New York
$1.15M -$16K -41 -1%
9WM
1633
9258 Wealth Management
Ohio
$1.15M +$69.5K +178 +6%
TWM
1634
Tolleson Wealth Management
Texas
$1.15M -$127K -326 -10%
CC
1635
Centiva Capital
New York
$1.15M -$733K -1,876 -39%
GWM
1636
Gitterman Wealth Management
New Jersey
$1.15M +$85.6K +219 +8%
SA
1637
SRN Advisors
Pennsylvania
$1.15M -$673K -1,722 -37%
WEPOG
1638
Wealth Enhancement & Preservation of GA
Georgia
$1.15M +$25.4K +65 +2%
AWCI
1639
Alpine Woods Capital Investors
New York
$1.14M +$5.08K +13 +0.4%
EWM
1640
Empirical Wealth Management
Washington
$1.14M +$70.3K +180 +7%
ACM
1641
Allred Capital Management
Texas
$1.13M -$8.59K -22 -0.8%
ICP
1642
Interchange Capital Partners
Pennsylvania
$1.12M -$30.9K -79 -3%
KFA
1643
Kelleher Financial Advisors
New York
$1.11M +$357K +913 +47%
PAM
1644
Peak Asset Management
Colorado
$1.11M -$194K -496 -15%
SJIM
1645
St. Johns Investment Management
Florida
$1.11M -$16K -41 -1%
IA
1646
IAM Advisory
Pennsylvania
$1.11M +$1.11M +2,729 New
PWM
1647
Paulson Wealth Management
Illinois
$1.1M -$26.2K -67 -2%
BWM
1648
BCGM Wealth Management
Indiana
$1.1M +$131K +284 +13%
TCM
1649
Tandem Capital Management
New Jersey
$1.1M +$44.6K +114 +4%
HA
1650
Herold Advisors
New York
$1.1M +$1.1M +2,805 New