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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 %
PWM
1726
PBMares Wealth Management
Virginia
$969K
FFA
1727
Founders Financial Alliance
North Carolina
$966K +$16.8K +42 +2%
DIP
1728
DT Investment Partners
Pennsylvania
$963K +$68.9K +172 +8%
IAS
1729
Investment Advisory Services
Texas
$961K +$961K +2,399 New
FAIM
1730
Financial Advocates Investment Management
Washington
$959K -$370K -924 -28%
VBFP
1731
Valtinson Bruner Financial Planning
Minnesota
$953K +$1.25K +3 +0.1%
CPA
1732
Clear Perspective Advisors
Illinois
$953K +$76.4K +191 +9%
FHC
1733
First Horizon Corporation
Tennessee
$952K -$659K -1,646 -41%
UFF
1734
USA Financial Formulas
Michigan
$946K -$600K -1,498 -39%
PWMG
1735
Prestige Wealth Management Group
New Jersey
$946K +$130K +324 +16%
SYBT
1736
Stock Yards Bank & Trust
Kentucky
$944K +$112K +280 +13%
RWA
1737
Ropes Wealth Advisors
Massachusetts
$943K +$234K +584 +33%
KFP
1738
KB Financial Partners
New Jersey
$942K -$182K -454 -16%
NNP
1739
Nachman Norwood & Parrott
South Carolina
$939K +$2.8K +7 +0.3%
UCI
1740
Uncommon Cents Investing
Wisconsin
$929K
PCG
1741
Private Capital Group
Connecticut
$927K +$16K +40 +2%
NHC
1742
Nicholas Hoffman & Company
Georgia
$924K +$173K +432 +23%
XWM
1743
Xcel Wealth Management
Florida
$923K -$142K -355 -13%
JAG
1744
Journey Advisory Group
Kentucky
$923K +$153K +383 +20%
PCM
1745
Perritt Capital Management
Illinois
$919K -$142K -355 -13%
KFI
1746
Key Financial Inc
Pennsylvania
$919K +$115K +280 +14%
KOCAA
1747
Knights of Columbus Asset Advisors
Connecticut
$916K -$24.4K -61 -3%
WC
1748
Westhampton Capital
North Carolina
$915K
TAM
1749
Townsend Asset Management
North Carolina
$912K +$2.4K +6 +0.3%
SFP
1750
Shepherd Financial Partners
Massachusetts
$911K