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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 %
RWM
1651
RKL Wealth Management
Pennsylvania
$1.1M -$61.4K -157 -5%
CFA
1652
Carroll Financial Associates
North Carolina
$1.09M +$15.2K +39 +1%
AL
1653
Aspiriant LLC
California
$1.09M -$76.5K -196 -7%
SFWA
1654
Summit Financial Wealth Advisors
Louisiana
$1.08M -$31.7K -81 -3%
CWM
1655
Chesapeake Wealth Management
Virginia
$1.08M -$111K -285 -9%
TIA
1656
Tiemann Investment Advisors
California
$1.07M -$60.6K -155 -5%
BHIC
1657
Bassett Hargrove Investment Counsel
Delaware
$1.07M
CBFP
1658
Cedar Brook Financial Partners
Ohio
$1.07M -$11.3K -29 -1%
SIM
1659
Sterling Investment Management
Arizona
$1.07M -$23.4K -60 -2%
AWAG
1660
ARS Wealth Advisors Group
Florida
$1.06M +$1.06M +2,719 New
AIL
1661
AGF Investments LLC
Ontario, Canada
$1.06M +$338K +866 +47%
PAMG
1662
Patton Albertson Miller Group
Tennessee
$1.06M +$1.06M +2,704 New
Financial Engines Advisors
1663
Financial Engines Advisors
California
$1.06M +$282K +721 +36%
DF
1664
Donoghue Forlines
Massachusetts
$1.05M -$63.7K -163 -6%
AWA
1665
Alta Wealth Advisors
Massachusetts
$1.05M -$25.8K -66 -2%
ICM
1666
IMS Capital Management
Oregon
$1.05M
FMWA
1667
Forvis Mazars Wealth Advisors
Missouri
$1.05M +$1.95K +5 +0.2%
CWM
1668
Cahaba Wealth Management
Georgia
$1.05M +$10.9K +28 +1%
EWM
1669
Endurance Wealth Management
Rhode Island
$1.05M
CIP
1670
Convergence Investment Partners
Florida
$1.05M +$33.2K +85 +3%
CA
1671
Cornerstone Advisory
Maryland
$1.04M
PMG
1672
ProVise Management Group
Florida
$1.04M -$79.3K -203 -7%
ACA
1673
Atlas Capital Advisors
Wyoming
$1.04M
WMA
1674
Wealth Management Associates
New Jersey
$1.04M +$68K +174 +7%
LA
1675
Latitude Advisors
Florida
$1.04M +$494K +1,264 +91%