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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 %
AFWM
1751
AMJ Financial Wealth Management
Virginia
$724K -$49.8K -142 -6%
HCP
1752
Hexagon Capital Partners
Arkansas
$723K +$6.31K +18 +0.9%
BL
1753
Balentine LLC
Georgia
$719K +$4.21K +12 +0.6%
KPW
1754
Kore Private Wealth
New York
$719K +$184K +526 +34%
TPWA
1755
TRUE Private Wealth Advisors
Oregon
$716K +$13.7K +39 +2%
CCA
1756
Childress Capital Advisors
Texas
$716K +$716K +2,040 New
NSAM
1757
North Star Asset Management
Wisconsin
$714K +$105K +300 +17%
SRC
1758
Sage Rhino Capital
California
$713K -$2.1K -6 -0.3%
MTC
1759
McDaniel Terry & Co
Texas
$713K +$37.5K +107 +6%
BA
1760
Bluesphere Advisors
Pennsylvania
$713K +$713K +2,034 New
GLLW
1761
Graves Light Lenhart Wealth
Virginia
$712K
MAM
1762
McLean Asset Management
Virginia
$711K +$711K +2,027 New
PWM
1763
PBMares Wealth Management
Virginia
$709K +$75.7K +216 +12%
NJBEST
1764
New Jersey Better Educational Savings Trust
New Jersey
$708K -$28.8K -82 -4%
VC
1765
Veracity Capital
Georgia
$708K -$6.3K -18 -0.9%
PFA
1766
Pure Financial Advisors
California
$704K +$351 +1 +0%
MFP
1767
Meridian Financial Partners
Virginia
$700K +$15.8K +45 +2%
PMA
1768
Prudent Man Advisors
Illinois
$696K -$31.5K -90 -4%
AB
1769
Atlas Brown
Kentucky
$695K +$4.91K +14 +0.7%
RTC
1770
Riverview Trust Company
Washington
$694K -$128K -366 -16%
BCP
1771
Berkeley Capital Partners
Georgia
$689K -$9.12K -26 -1%
WMP
1772
Wealth Management Partners
Arizona
$685K +$685K +1,996 New
KFI
1773
Key Financial Inc
Pennsylvania
$684K
CSPIA
1774
Cary Street Partners Investment Advisory
Virginia
$682K -$1.4K -4 -0.2%
PFBT
1775
Parkside Financial Bank & Trust
Missouri
$681K +$84.6K +241 +14%