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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 %
AFP
1701
Ausdal Financial Partners
Iowa
$807K -$152K -434 -16%
LC
1702
Lavaca Capital
Texas
$807K +$807K +2,302 New
AA
1703
AQR Arbitrage
Connecticut
$804K +$804K +2,322 New
WC
1704
Westhampton Capital
North Carolina
$801K
EWM
1705
Endurance Wealth Management
Rhode Island
$801K
TAM
1706
Townsend Asset Management
North Carolina
$799K -$16.8K -48 -2%
PMG
1707
ProVise Management Group
Florida
$798K +$197K +561 +33%
SIM
1708
SSI Investment Management
California
$797K -$702 -2 -0.1%
SFP
1709
Shepherd Financial Partners
Massachusetts
$796K +$122K +350 +18%
TCOT
1710
Trust Company of Toledo
Ohio
$795K +$48.4K +138 +6%
SC
1711
SRB Corp
Massachusetts
$793K +$149K +424 +23%
CF
1712
Copperwynd Financial
Arizona
$786K +$74.7K +213 +11%
IWA
1713
IVC Wealth Advisors
Pennsylvania
$783K +$783K +2,233 New
EWM
1714
Empirical Wealth Management
Washington
$782K +$89K +254 +13%
HCM
1715
Hollencrest Capital Management
California
$781K
WA
1716
Wambolt & Associates
Colorado
$781K +$18.2K +52 +2%
FAN
1717
Financial Advisors Network
California
$780K
CPA
1718
Clear Perspective Advisors
Illinois
$780K +$31.6K +90 +4%
C
1719
Certuity
Florida
$780K +$166K +472 +27%
SIG
1720
Sargent Investment Group
Maryland
$778K -$265K -755 -25%
AWM
1721
Aevitas Wealth Management
Massachusetts
$777K -$22.4K -64 -3%
AAIM
1722
Asset Advisors Investment Management
Georgia
$776K +$4.56K +13 +0.6%
PP
1723
Paloma Partners
Connecticut
$771K -$395K -1,128 -34%
MWPCG
1724
Measured Wealth Private Client Group
New Hampshire
$770K -$206K -587 -21%
IIC
1725
Ironwood Investment Counsel
Arizona
$770K +$37.5K +107 +5%